Get Query ID (Activity Flex Query ID)

In this guide: A 6-step visual guide to finding your Interactive Brokers Activity Flex Query ID for automated reporting.

The Query ID is a unique identifier that tells the IBKR system exactly which data points to retrieve—such as trades, cash transactions, or account balances—via the Flex Web Service.

1. Log in to the Client Portal:
Start by logging into your Interactive Brokers Client Portal.

2. Navigate to Flex Queries:
Go to the main menu and select "Performance & Reports" > "Flex Queries".

Interactive Brokers main menu with "Performance & Reports" selected and the "Flex Queries" option highlighted.

3. Add a Flex Query:
Click the plus "+" icon located next to Activity Flex Query.

Clicking the plus "+" icon next to Activity Flex Query to create a new report.

4. Create "Activity Flex Query":
In this step, you will define exactly what data Interactive Brokers sends to our service. Please note that the configuration requirements differ depending on whether you are using a Sync Plan or the Add-On.

General Setup Query Name: Enter a recognizable name (e.g., T2S_Daily_Sync or T2S_Addon_Data).

Screenshot showing how to enter a query name in the Query Name field.

This is the most critical step in the setup process. How you configure this query determines exactly what data "Trades to Sheets" can process:

A. Sections (Data Selection)
The Sections area defines what type of data IBKR will export.

For Sync Plans: The "One Section" Rule: We generally advise selecting only one section per Sync Plan (e.g., just "Trades" or just "Open Positions").
Sync Plan's Template: If you are using a "Trades to Sheets" template, you must match the report type to the template's needs. For example, our Portfolio Performance Dashboard requires the "Open Positions" report. Check the specific requirements for each template before selecting fields.
Custom Sheets: If you are building your own spreadsheet, feel free to choose any reports and fields; our system will sync the data accordingly.
For the Add-On: The Add-On has specific requirements to power its custom functions. Currently, the Add-On need the following reports:
Open Positions; levelOfDetail: Details and Summary

Sections	Sync Plan	Google Sheets Add-On
Reports	Depends on which report you would like to sync, but choose one report per sync plan.	Support Multiples, Not suggest to add "Trades". Report: "Open Positions" is suggested, level of Detail: Details and Summary
Fields	Depends on your needs	Depends on your needs
Use Case	Bulk data & Journaling	Lightweight snapshot data

B. Delivery Configuration
You need to create two separate queries: one for your Sync Plan and one for your Add-On. This ensures you only share the specific data needed for each feature.

Delivery Configuration	Sync Plan	Google Sheets Add-On
Format	CSV	XML
Include Headers	Yes	Not Applicable
Period	Last 365 Days (or custom)	Last Business Day

For all other delivery settings, we suggest staying with the Default values.

C. General Configuration
To ensure our system can read the timestamps correctly, please verify that the General Configuration matches these defaults:

Date Format: yyyyMMdd
Time Format: HHmmss
Date/Time Separator: ; (semi-colon)

5. Locate the Created Query:
You should able to see the complete page, click "Ok" to finish.

You will return to the main Flex Queries page. Your new report will now be listed under the "Activity Flex Query" section.

The completed query configuration page with the "Ok" button highlighted to finish.

6. Retrieve the "Query ID":
Click the information ("i" icon) icon located to the left of your query's name.

Clicking the small information i icon located to the left of the saved query name.

A pop-up will appear. Copy the "Query ID" number displayed at the top.