
Interactive Brokers uses a unique query ID system to identify and manage user requests. This system is essential for troubleshooting and debugging purposes.
The query ID is a unique identifier assigned to each request sent to the Interactive Brokers API. It can be used to track the status of a request and troubleshoot any issues that may arise.
Flex queries are a type of request that can be used to retrieve data from the Interactive Brokers API. They allow users to customize their requests by specifying the exact data they need.
The query ID is returned in the response to a flex query, and it can be used to track the status of the request and retrieve any additional data that may be needed.
Consider reading: Ibkr Web Api
Steps for Retrieving Flex Token and Report ID
To retrieve your Flex Token and Report ID, you'll need to follow these steps.
First, log in to your Interactive Brokers Web Portal and navigate to the Flex Queries page by clicking on Performance and Reports > Flex Queries.
Next, click on the settings icon next to the "Flex Web Service Configuration" and check "Flex Web Service Status" and set the activation period to one year.
Then, click on the "Generate a new Flex Token" button and save the changes.
After that, copy the Flex Token ID into your clipboard.
Now, click on the plus icon next to Activity Flex Query in the Flex Queries page and create a new query.
Click continue, then create, and confirm with "Ok".
Finally, open the Flex Query again by clicking the info icon and copy the Activity Flex Query ID (Report ID).
Here's a summary of the steps:
Flex Queries at Interactive Brokers
Flex Queries at Interactive Brokers are highly customizable reports that allow you to specify the exact data fields and their order. They're different from Custom Statements, which only let you include or exclude entire sections of the report.
To access Flex Queries, log in to your Interactive Brokers Web Portal and navigate to the Performance and Reports section. Click on Flex Queries, and then click on the settings icon next to Flex Web Service Configuration to activate it.
You can create a new Flex Query by clicking the plus icon next to Activity Flex Query in the Flex Queries page. This will allow you to select the data columns to include in the report and change their order.
To generate a Flex Token ID, click on the Generate a new Flex Token button and save the resulting ID in your clipboard. You can also copy the Activity Flex Query ID (Report ID) by clicking the info icon next to the query.
Here's a step-by-step guide to creating a Flex Query:
- Click on the plus icon next to Activity Flex Query in the Flex Queries page
- Enter a name for the query and select the sections to be included
- Select the data columns to include in the report by checking the boxes to the left
- Change the order of the data fields by clicking and dragging the three horizontal lines to the right
- Enter the desired delivery and general configuration settings for the report
- Click Continue to review the Flex Query before clicking Create
You can also enable Flex Queries for automatic delivery, similar to Custom Statements.
Sources
- https://www.interactivebrokers.com/campus/ibkr-api-page/flex-web-service/
- https://www.interactivebrokers.com/en/general/statements-notes-2018.php
- https://www.tradezella.com/integrations/interactive-brokers
- https://kinfo.com/linking-interactive-brokers/
- https://www.interactivebrokers.com/campus/trading-lessons/client-portal-reporting/
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