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Interactive Brokers Integration

The Modern Interactive Brokers Trading Journal

Turn your IBKR trade history into a focused review workflow. Import Flex Query exports, tag setups, and let personalized AI surface mistakes and strengths across stocks, options, futures, and forex.

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IBKR Flex Query imports

Bring IBKR Flex Query CSV exports into Tradeaion with automatic field mapping for stocks, options, futures, and forex.

Personalized AI for IBKR trades

AI reviews trained on your own IBKR fills, tags, and notes — not generic advice.

Premium analytics

Win rate, R-multiple, expectancy, and behavior tags inside a clean, modern workspace.

What's included

Available Coming soon Not supported

Imports & Sync

  • IBKR Flex Query CSV imports

  • Multi-currency P&L normalization

  • Stocks, options, futures, forex

  • Multi-leg option grouping

    When the export provides leg structure

  • Direct IBKR API auto syncComing soon

  • Bulk historical imports

Personalized AI

  • AI trained on your own IBKR trades

  • Recurring mistake detection

  • Behavior pattern recognition

  • Personalized review prompts

  • Risk and discipline insights

Workspace & Analytics

  • Premium UI built for review

  • Win rate, R-multiple, expectancy

  • Custom report layouts

  • Tag, setup, session breakdowns

  • Data export (CSV)

  • Trade replayComing soon

Get IBKR trades into Tradeaion in 3 steps

  1. 1

    Generate a Flex Query

    From IBKR Account Management, run a Trades Flex Query and export it to CSV.

  2. 2

    Import into Tradeaion

    Drop the CSV into Tradeaion Pro — fields, fees, and conversions map automatically.

  3. 3

    Review with personalized AI

    Tag setups, attach notes, and let the AI surface what's actually working in your IBKR trading.

Frequently Asked Questions

Does Tradeaion connect to Interactive Brokers via API?+

Today, Tradeaion supports IBKR Flex Query CSV imports cleanly and reliably. Direct API auto sync is on the roadmap and will ship when it's stable enough to depend on.

Can I journal IBKR options trades?+

Yes. Tradeaion's IBKR import handles equities, options, futures, and forex from Flex Query exports, with multi-leg trades grouped where the export provides enough context.

Does it handle multi-currency P&L?+

Yes. IBKR multi-currency fills are normalized in Tradeaion analytics so your P&L, R-multiple, and expectancy stay consistent.

How often should I import?+

Daily or weekly works well — the AI gets sharper the more recent context it has. Bulk historical imports are also supported.

Can I switch from another journal?+

Yes. If you've been using Tradezella, Tradervue, or Edgewonk with IBKR data, export to CSV and Tradeaion imports it.

Make Tradeaion your Interactive Brokers journal

Personalized AI, premium analytics, and a modern workspace built for serious IBKR traders.