Create an Activity Flex Query

Instructions

You create Activity Flex Queries on the Custom Flex Queries screen.

  1. Click Reports > Flex Queries.
    The Flex Queries screen opens.

    The flex queries panel

  1. In the Custom Flex Queries panel, click the + icon in the Activity Flex Query Templates section.

    The add an activity flex query button

  1. In Activity Flex Query Details, enter the name of the Flex Query.

    The query name field when creating an activity flex query

  1. In Sections, click each section that you want to appear in your Flex Query.

    The activity flex query sections panel

  1. As you select each section, a popup opens with all possible fields in the selected section.
  • Click each field that you want to appear in the Flex Query.
  • Change the order in which the fields will appear by dragging each field to a different position by the bars symbol on the right.

  • Click Save.

    The activity flex query account information panel.

  1. In Delivery Configuration, select the accounts and applicable trading models, then choose if you want multiple accounts consolidated into one statement or delivered separately as a ZIP file. Choose the Format and Period.

    The activity flex query delivery configuration panel

  2. In General Configuration, enter the period, date and time format and date/time separator, profit and loss, canceled trades, etc.

    The activity flex query general configuration panel

  3. Click Continue.
  4. Review your Flex Query and click Create.
    You can now run your new Flex Query.

 

Additional Resources

Visit the IBKR Compliance Portal Website