← Back to Journal
Takes about 5 minutes

Connect your IBKR account

Option Riders reads your trades directly from Interactive Brokers using a feature called Flex Web Service. Nothing is shared with us — the credentials stay in your browser, and IBKR serves the report straight to your journal. Follow these three parts in order.

Part 01

Enable the Flex Web Service & get your token

The token lets Option Riders request your report on your behalf. It can be revoked at any time from the same page.

  1. Log in to IBKR Client Portal

    Open interactivebrokers.com and sign in to Client Portal with your normal account credentials.

  2. Navigate to Flex Web Service

    Click your user icon (top-right) → Settings → under Reporting, select Flex Web Service.

  3. Turn it on

    If it's disabled, toggle it on. IBKR will generate a long token string.

  4. Copy the token

    Click the copy icon next to the token. It's long (~60 characters). Paste it somewhere temporary — you'll need it in Part 3.
    Keep private Anyone with this token plus a query ID can download your trade history. Don't share it. You can revoke and regenerate it at any time from this same page.
Part 02

Create the Flex Query

A Flex Query is a saved report definition. Option Riders will request this report every time you click Sync.

  1. Open Flex Queries

    Still under Settings → Reporting, click Flex Queries.

  2. Create a new Activity Flex Query

    Find the Activity Flex Query section and click Create New (the "+" button). A name field will appear.

  3. Name it

    Use anything memorable — e.g. OptionRiders Journal.

  4. Add the Trades section

    In the Sections list, click Trades. In the popup:
    • Under Options, keep Execution selected.
    • At the top of the column list, click Select All.
    • Click Save.

  5. Add the Mark-to-Market Performance Summary in Base section

    Back in the Sections list, click Mark-to-Market Performance Summary in Base.
    • Click Select All at the top of the column list.
    • Click Save.

  6. Add the Realized & Unrealized Performance Summary in Base section

    Click Realized & Unrealized Performance Summary in Base.
    • Click Select All.
    • Click Save.

  7. Set the Delivery Configuration

    Scroll to Delivery Configuration. Use exactly these values:
    Accounts
    your account (already selected)
    Models
    Optional
    Format
    XML
    Period
    Year to Date

  8. Set the General Configuration

    Scroll to General Configuration. Use these values:
    Date Format
    yyyyMMdd
    Time Format
    HHmmss
    Date/Time Separator
    ; (semi-colon)
    Profit and Loss
    Default
    Include Canceled Trades?
    No

  9. Save the query

    Scroll to the bottom and click Continue, then Create. IBKR will confirm and return you to the Flex Queries list.

  10. Copy the Query ID

    Next to your new query, a numeric Query ID is shown (looks like 1234567). Copy that — you'll need it in Part 3.
Part 03

Paste them into Option Riders

Your token and query ID stay in this browser only — they never touch our servers. Sync requests go directly from your browser to IBKR.

  1. Open the Journal Settings

    On the Journal page, click the gear icon (⚙) in the top-right.

  2. Paste the token and query ID

    Fill in:
    • Flex Web Service Token — paste the token from Part 1.
    • Flex Query ID — paste the ID from Part 2.

  3. Save

    Click Save. The modal closes and the inputs are stored locally.

  4. Sync your trades

    Click Sync IBKR in the Journal header. Year-to-date trades will import within a few seconds. The calendar and stats will populate.
    Heads up The first sync can take 10–30 seconds if you have a lot of trades. Subsequent syncs are much faster because only new trades are inserted.
Go to the Journal →
Run into trouble? Re-check that the query includes the three sections and that Period is set to Year to Date.