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-ons 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.