Configure Flex Queries with AI

Generate institutional-grade reports using natural language prompts.

Complex Data, Without the Complexity.

Describe the data you need and IBKR automatically configures the corresponding Flex Query for Activity or Trade Confirmation reporting.

No manual field selection
No complex query setup

From Prompt to Export in Seconds.

Access sophisticated reporting workflows through a faster, more intuitive interface built for portfolio management, reconciliation and operational reporting.

Create reports using natural-language prompts
Automatically configure Activity and Trade Confirmation Flex Queries
Preview query structures and selected data before downloading
Export reports as CSV, XML or text formats for downstream workflows

Sample Query Prompts

You can generate Flex Queries with statements such as:

Positions

"Show me unrealized gains and losses for all open positions"
Tax Reporting

"Realized short-term and long-term gains by symbol year to date"
Income

"All dividends and interest received across my accounts this year"
Performance

"Monthly account performance including fees and commissions"
Cash Flow

"Net deposits and withdrawals by account for the last quarter"
Trade Activity

"Show me all trades executed this quarter along with my current open positions and unrealized P&L"
Tax Reporting

"Realized gains year to date and total dividends received, broken down by account"
Corporate Actions

"List all corporate actions for each account this year"
Account Settings

"Show me the dividend reinvestment settings and tax lot matching method for each client account"
Performance

"Net asset value summary by account at year-end compared to start of year"

USER GUIDES

Configure Flex Queries with AI

For more information on generating flex queries, visit IBKR Guides.

Disclosure

Flex Queries generated through natural-language prompts are provided for reporting purposes only. Results depend on user input and system data and may be incomplete or inaccurate. Users are responsible for reviewing and validating all outputs before use. This information does not constitute investment, tax, or legal advice. Data may be delayed or subject to revision, and differences in methodologies may affect results. IBKR is not responsible for decisions made based on generated reports or for any downstream use of exported data.

Interactive Brokers Canada Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and Member - Canadian Investor Protection Fund. Know Your Advisor: View the CIRO AdvisorReport. Trading of securities and derivatives may involve a high degree of risk and investors should be prepared for the risk of losing their entire investment and losing further amounts. Using borrowed money to finance the purchase of securities involves greater risk than using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines. Interactive Brokers Canada Inc. is an order execution-only dealer and does not provide investment advice or recommendations regarding the purchase or sale of any securities or derivatives. Our registered office is located at 1800 McGill College Avenue, Suite 2106, Montreal, Quebec, H3A 3J6, Canada.

Know Your Advisor: View the CIRO AdvisorReport