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Configure Flex Queries with AI

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
Sample prompt

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
Download screen sample

Sample Query Prompts

You can generate Flex Queries with statements such as:

USER GUIDES

Configure Flex Queries with AI

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

Client Portal

Advisor Portal

Broker Portal

Org Portal

Admin Portal

Compliance Portal

The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme; products are only covered by the UK FSCS in limited circumstances.

Before trading, clients must read the relevant risk disclosure statements on our IBUK Services Guide – Investing with IBKR page.

For a list of IBG memberships worldwide, see our exchange listings.