Setup

The Trades to Sheets Add-On allows you to pull account data and specific financial metrics directly into your spreadsheet cells using custom functions. To ensure the Add-On can securely communicate with your brokerage, you must complete the following configuration steps:

🛠 Prerequisites & Setup

Follow these steps to authorize the connection between Interactive Brokers (IBKR) and your Google Sheets environment.

1. Configure the Source Connector Before the Add-On can retrieve data, you must provide your IBKR API credentials in the Trades to Sheets web portal.

1. Log in to your Trades to Sheets account.
2. Navigate to Settings > Source Connector.
3. Locate the Interactive Brokers Flex Token field.
4. Input your token and save changes.

Need help finding your token? > Refer to our guide: How to get Interactive Brokers Flex Token

2. Set Your Activity Flex Query ID The Add-On requires a specific report ID to know which data points to fetch from your IBKR account.

1. In the Trades to Sheets web portal, go to the Add-On section.
2. Find the field labeled Activity Flex Query ID.
3. Input your Query ID and click save.

• Step-by-Step Guide: How to get the Activity Flex Query ID
• Recommended Settings: To ensure all custom functions work correctly, you can check out the Google Sheets Add On Setup Guide.

3. Verify Data Provisioning Once both the Flex Token and Query ID are saved:

1. Stay on the Add-On page in the web portal.
2. Look for the "Data Provision" status section.
3. If you see active data indicators, your Add-On is correctly configured and ready to use inside Google Sheets.