Run a Report on Transaction Count

Instructions

The report will show which activity surpasses the threshold. The activity can include trades, dividends and position transfers but does not include interest.

1. From the Portal home page, click the Reporting tab.
2. Click Data Queries
3. In Report Type, select Transaction Count.
4. Click Add/Edit Account(s).
5. Select one or more accounts and click Continue.

   

6. In Period, select Daily or Date Range.
7. If you select Daily, click in the Date field and select a date from the calendar.
8. If you select Date Range, in From Date enter a start date and in To Date enter an end date.
9. (Optional) Enter a Minimum Count.
10. In Format, select the type of report output you would like: HTML/Web, PDF or CSV.
11. Click Run Report. The Transaction Count Report appears.

    

 

Additional Resources

Learn About Reporting in the Portal at IBKR Campus

Learn About Professor Trading Lab at IBKR Campus

Visit the IBKR Professor Trading Lab Website

Navigate to Data Queries