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
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:
USER GUIDES
Configure Flex Queries with AI
For more information on generating flex queries, visit IBKR Guides.