PremiumGuardHQ
Markets live
Start free trial
Integration / Interactive Brokers v2026.05
Integrations / Interactive Brokers

Interactive Brokers, no OAuth required.

Generate a Flex Web Service token inside IBKR Account Management. Paste it into PremiumGuardHQ with the Flex Query ID. No password shared, no third-party redirect, full control of which fields and which date range we receive.

Auth Flex token Access Read-only Setup ~3 min Status Live
Start free trial
0.1
How the connection works

Three screens. One direction.

Unlike Schwab’s OAuth round-trip, the IBKR flow is one-directional. You set everything up inside IBKR Account Management, then paste two values into PremiumGuardHQ. No redirect, no callback.

  1. 01 In Interactive Brokers

    Build a Flex Query. Generate a token.

    In IBKR Account Management, configure a Flex Query with the data you want shared (trades, positions, cash transactions, date range). Note the Query ID. Then generate a Flex Web Service token in the same area.

  2. 02 In PremiumGuardHQ

    Paste the token and the Query ID.

    Settings → Connect Broker → Interactive Brokers. Two fields: your Flex Token and your Flex Query ID. No password, no two-factor, nothing from your IBKR login.

  3. 03 Back in PremiumGuardHQ

    Your Flex statement parses into cycles.

    The first Flex report downloads. Trades, fills, expirations, and assignments parse out of the XML. Cycle detection runs. You see your numbers.

0.2
After you connect

XML in. Cycles out.

The first Flex report downloads as XML. PremiumGuardHQ parses the trades, groups them into cycles, and runs the same math we run for Schwab and CSV uploads. Multi-currency normalized, combos parsed natively.

Dashboard Synced 4m ago
Recommended withdrawal
$3,940
Capital at risk
$58,200
Premium yield
1.9%
Win rate
79%
Net P&L
+$5,212
Recently closed IBKR feed
Symbol Type Closed Net P&L W/L
TSLA Wheel May 19 +$1,180 ✓
META Standalone May 14 +$524 ✓
HOOD Wheel May 11 +$892 ✓
RIVN Standalone May 6 -$208 ✗
BAC Zero Duration May 2 +$56 ✓
Illustrative figures. Your numbers replace these the moment your Flex statement parses.
0.3
What the Flex token can do

Your Flex Query is the contract.

IBKR’s Flex Web Service is read-only by construction. Beyond that, the data PremiumGuardHQ receives is exactly what you configured in your Flex Query. We see only the fields and the date range you chose.

In your Flex report 4
  • Trade execution records Fills, expirations, assignments, rolls. Combos parsed natively.
  • Open and closed positions Multi-currency normalized to USD using the rates IBKR provides.
  • Cash transactions and dividends If you include them in your Flex Query.
  • Date range you specified Last 7 days, last 365 days, or any custom window.
Not in any Flex report ∞
  • ×Place orders or modify open positions
  • ×Transfer funds between accounts or out of IBKR
  • ×Read your username, password, or 2FA codes
  • ×Change any account setting
  • ×Access data outside the Flex Query you configured
  • ×Anything else not in your selected report

Full security disclosure, sub-processors, retention, and infrastructure compliance live on the security page.

0.4
Questions we get

Short answers, not hedges.

  1. 01 Do you get my IBKR password?
    No. The Flex Web Service is a parallel data path that lives outside your normal IBKR login. You generate a token inside IBKR Account Management and paste it into PremiumGuardHQ. We never see your username, your password, or your two-factor codes.
  2. 02 Can PremiumGuardHQ place trades on my behalf?
    No. The Flex Web Service is read-only by IBKR’s own design. There is no order-routing endpoint that a Flex token can call. Even if our backend tried, IBKR would reject the request.
  3. 03 How is this different from Schwab’s OAuth?
    OAuth redirects you through Schwab’s login page so Schwab can mint a token after you authorize. IBKR has no equivalent flow for retail accounts; instead you generate the token yourself inside Account Management and paste it. The trade-off is more setup steps on the IBKR side in exchange for never sending your IBKR credentials to a third party (us included).
  4. 04 How much trade history do I get?
    Whatever you configure in your Flex Query. Unlike Schwab’s ~30 to 90 day API window, IBKR’s Flex Query lets you specify the exact date range. You can pull a year or more in a single query, or scope tightly to just the last week.
  5. 05 Does it support multiple IBKR accounts?
    Yes. If your Flex Query is configured against a master account that covers multiple sub-accounts, the resulting Flex report includes every account. PremiumGuardHQ extracts each account ID from the XML and lets you select which ones to sync into the dashboard.
  6. 06 How often does the sync run?
    A nightly background refresh pulls a fresh Flex report automatically. You can also trigger a manual sync from Settings whenever you want fresher data. If a sync fails you will see an error banner with the reason; the most common causes are an expired token or a Flex Query you have deleted on the IBKR side.
  7. 07 What happens if I disconnect?
    Settings → Disconnect broker wipes your Flex Token and Flex Query ID from our database immediately. Your historical transactions and cycles stay in your PremiumGuardHQ account until you delete the account itself; we just no longer have a way to fetch new data from IBKR.
Interactive Brokers

Two fields. One paste.
Your XML becomes a dashboard.

14-day trial, no credit card, no IBKR password leaves your machine. If the dashboard does not earn its keep, disconnect from Settings and the token is gone the same second.

Start free trial Or compare brokers