Report access
The connection uses a Flex Query ID and token. We never ask for your IBKR username, password or two-factor code.
IBKR portfolio tracker
Connect your Interactive Brokers portfolio
InteractiveFIRE uses the read-only Flex Web Service to fetch the report you configure. After setup, your portfolio updates daily. You can stop access from IBKR or Settings whenever you want.
How to connect
- 01Flex Web ServiceGenerate an access token
- 02IBKR Client PortalCreate an Activity Flex Query
- 03InteractiveFIREAdd the Query ID, token and expiry date
- 04Daily updatesYour reports import automatically
Can’t trade.Can’t withdraw money.Can’t change your IBKR account.
Your IBKR login stays with you
Encrypted credentials
The token is encrypted before storage and never shown again in the browser, logs or admin.
Token reminders
Flex tokens expire. We email you before the expiry date you provide and let you know if the connection stops working.
Easy to switch off
Disconnect in Settings to delete our stored copy, optionally with the imported data, or delete the token in IBKR under Performance & Reports → Flex Web Service.
What you get from the connection
Setup takes about five minutes in IBKR Client Portal. The Flex Query setup guide lists the report sections and settings to use.
- Daily updatesA new report comes in every day, with nothing to download or upload.
- Your history tooAfter the first import, we fetch your older reports automatically: this year and the four before it.
- Six reporting currenciesSee your portfolio in EUR, USD, CHF, CAD, AUD or GBP, whatever your accounts’ base currencies.
See your portfolio in one place
