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Connect IBKR (Flex)
RiskGlass pulls your Interactive Brokers history automatically through IBKR’s Flex Web Service — a one-time setup that takes about 2 minutes.
In IBKR: Performance & Reports → Flex Queries → + New Activity Flex Query. Name it (e.g. “tracker”). In sections, tick Trades + Open Positions + Cash Report. Set Period to Last 365 Calendar Days. Save.
Enable the web service: Settings → Account Settings → API → Flex Web Service → ⚙ → Enable. Copy the token it shows.
Back in Flex Queries, open your query’s details and copy the Query ID (a number like 1535639).
Paste both into RiskGlass (app → Connections → Import → Auto-import via Flex Web Service). RiskGlass pulls your last year of trades and refreshes automatically.
Open IBKR Flex Queries ↗ — log in, then Performance & Reports → Flex Queries.
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