IBKR API Sync

Published on Mar 10, 2026

We just shipped automatic trade sync for Interactive Brokers. Connect your account once and your journal stays up to date on its own - every night, without you touching anything.

What does IBKR auto-sync actually do?

Instead of manually exporting a file from Interactive Brokers and uploading it to your journal, TraderInsight.pro now fetches your trade data directly from IBKR on a nightly schedule. You set it up once. After that, your journal is always current.

Every asset class you trade on IBKR - stocks, options, futures, forex, dividends, corporate events - arrives automatically.

Who is this for?

Any IBKR trader using TraderInsight.pro. Auto-sync makes it easier to get started and easier to stay consistent - your data is just always there. No exports, no uploads, nothing to remember.

Day traders who close positions daily and want every session in their journal automatically by the next morning
Swing traders managing positions across days or weeks who want their full IBKR history always up to date without thinking about it
Investors tracking stocks, dividends, and corporate events across a long-term portfolio
Paper traders using IBKR's paper trading environment who want their practice trades flowing into their journal automatically alongside or separately from live activity
Options, futures, and forex traders who deal with complex event types - assignments, expirations, rollovers - that are tedious to export and re-import manually

If you trade on IBKR, auto-sync means your trading journal is always current.

How does the connection work?

TraderInsight.pro connects through IBKR's official Flex Web Service - the same API that powers IBKR's own third-party integrations. You generate a read-only access token inside IBKR Client Portal, paste it into TraderInsight.pro once, and the connection is live.

Make sure to set the token expiry to the highest possible value (e.g. 1 year). When the token expires the import will stop until a fresh token gets set.

The token gives TraderInsight.pro access to your statement data and nothing else. It is exactly what it sounds like: a key that opens one door.

How far back does the first sync go?

The first time you connect, TraderInsight.pro backfills up to 365 days of history automatically. This is the maximum window IBKR makes available through their API - not a limitation on our end.

If you have trading history older than 365 days, IBKR does not expose that through the API at all. The only way to bring it in is a one-time file export from Client Portal, which our import flow handles in seconds. After that, auto-sync takes over permanently and you never need to export a file again.

We are actively working on extending the initial backfill beyond 365 days - IBKR stores up to four years of history and we intend to fetch all of it automatically on first connect. We will ship that as soon as it is ready for scale.

How often does it sync?

Every night. Monday through Friday it picks up the previous day's activity. On Monday it also covers the full weekend so nothing falls through the gap. Your journal reflects the latest closes by the time you open it in the morning.

Can I choose what date range to sync?

Yes. When you click Run sync, you pick the period you want to pull. TraderInsight.pro offers the same presets IBKR supports, as a convenience:

Custom date range - pick any from/to dates you need
Custom N days - enter any number of days to look back
Last business day
Last business week
Last month
Last quarter
…and more

If you know you are missing a specific window of trades - say, two weeks from last month - you can pull exactly that range on demand without touching anything else.

Can I see what has synced and when?

Yes. Under Settings, the IBKR Flex Queries page has two tabs: Queries and Runs.

Queries lists every Flex Query you have connected, along with its total all-time run count so you can see how active each connection has been.

Runs shows the full history of every sync that has ever executed - successful or not. For each run you can see:

When it started and when it finished
The date range it covered - number of days or the exact from/to dates for custom ranges
Whether it succeeded or failed

If something goes wrong with a sync - or you just want to confirm a specific range came through - the Runs tab tells you exactly what happened and when.

How do I connect my IBKR account?

You will need a Flex Query set up in IBKR Client Portal. If you do not have one yet, our Flex Query setup guide covers the full process - it takes about 2-5 minutes.

Once your Flex Query exists:

In IBKR Client Portal, go to Performance & Reports - Flex Queries - Flex Web Service Configuration
Activate the Flex Web Service and generate a token
Copy your token and your Flex Query ID
In TraderInsight.pro, go to Settings - Data Sources and click Connect next to Interactive Brokers
Paste both values and click Connect - TraderInsight.pro validates the connection live and begins your backfill immediately