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Available nowIBKR Flex · Free · No signup

Portfolio Sync

Connect your Interactive Brokers account via Flex Web Service. Equity curve, allocation by asset class, open positions with live P&L. Read-only token, never stored in plaintext.

Connect IBKR

Paste the Flex Web Service token and the Query ID from IBKR Client Portal → Reports → Flex Queries. The token is read-only and never stored in plaintext.

How it works

From IBKR Flex token to portfolio dashboard in 30 seconds

01

Generate a Flex token

Log in to IBKR Client Portal → Reports → Flex Queries. Create a new query with at least Open Positions and Trades sections, then copy the token. The token is read-only — it can never place orders.

02

Paste it here

Drop your Flex token + Query ID into the form. We never store your token — only a SHA-256 hash keyed to the portfolio, so a sync overwrites the previous one without leaking credentials.

03

Read your portfolio

Equity curve from snapshots, positions table with live P&L, asset-class breakdown, currency exposure. Re-sync daily to keep your numbers fresh.