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IB Flex: automatically fetch flex queries via web api #5246

@lmb

Description

@lmb

I've just discovered that IB allows accessing Flex Queries via a fairly simple HTTP API: https://www.interactivebrokers.com/campus/ibkr-api-page/flex-web-service/

I think it would be possible to use this to implement automatic transaction updates from IB. It could work similarly to how exchange rate fetchers work:

  • In config, add query ID and secret token
  • PP periodically fetches transactions, at most once a day

Open questions:

  • The max. duration for a single export is 365 days. There would need to be some place to store / retrieve the last fetch date.
  • The secret token expires after max one year. There would need to be a UI to surface this to the user.

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