How does the Interactive Brokers connection work?

You enable a Flex Query in IBKR Account Management with trade-level fields. Profit AI provides the exact configuration. Your Flex token is read-only and can be revoked at any time inside IBKR.

Does it handle options spreads correctly?

Yes. Vertical spreads, calendars, iron condors, butterflies. All multi-leg structures are grouped automatically as one position using the option chain context at entry, with P&L net of commissions.

Does it support all IBKR asset classes?

Stocks, ETFs, options, futures, FX, bonds, mutual funds, and crypto. All asset classes Flex Query exposes are supported. Multi-currency accounts are reconciled in your account's base currency.

Is the Interactive Brokers trading journal free?

No. Profit AI does not have a free tier. It is a paid subscription that includes IBKR auto-sync, the journal and its AI insights, chart analysis, and the AI mentor.

The AI trading journal for Interactive Brokers.

Auto-imports your IBKR Flex Query, tags every fill, and writes plain-English performance reviews with AI. Built for serious IBKR traders.

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Auto-imports your IBKR Flex Query

One-time Flex Query setup. After that, your IBKR trades (stocks, options, futures, FX) sync automatically, with commissions included.

Multi-asset, multi-currency, multi-account

IBKR traders often run several accounts. Profit AI keeps each one filterable in the journal, and rolls them up for a combined Trader Score and insights.

AI reviews that respect IBKR's complexity

Profit AI's AI knows the difference between an opening trade, a closing trade, a roll, an exercise, an assignment, and an expiry. Options spreads are scored as one position, not four random fills. Every weekly review actually reflects what you did, not what an export saw.

What is an Interactive Brokers trading journal?

An Interactive Brokers trading journal is a trade log that connects to an IBKR account via Flex Query and records every fill, across stocks, options, futures, FX, bonds, and crypto, so the trader can review performance honestly. IBKR's TWS Performance reports show raw numbers; a real journal layers setup tags, behavioral context, and AI-written reviews on top.

Why IBKR PortfolioAnalyst is not a trading journal

PortfolioAnalyst tells you what happened, by asset class, over time. It does not tell you which setup paid, which time of day you lose most often, whether you over-size on losers, or whether your options-spreads strategy is actually profitable after commission. A real journal answers those questions automatically. PortfolioAnalyst is reporting; this is review.

How Profit AI's IBKR journal works

Set up a one-time IBKR Flex Query with trade-level granularity. Profit AI provides the exact field list to enable.
Add your Flex token to Profit AI. Trades are pulled automatically every hour and on every app launch.
Each fill is normalized: opening vs. Closing, multi-leg option spreads grouped, FX conversion cost attributed.
The AI tags every position by setup and outcome, scored using the chart context at entry.
The dashboard surfaces leaks specific to IBKR traders: commission drag on small accounts, over-trading on highly-liquid tickers, regret-trading after partial fills, options-spread mispricing.
Every week the AI writes a plain-English session review plus a 0–100 Trader Score that summarizes the trend.

Options and futures, scored correctly

Most journals fail Interactive Brokers traders because they cannot handle options spreads or futures rolls without manual tagging. A vertical spread shows up as two separate trades; a calendar roll shows up as four. Profit AI groups multi-leg positions automatically using the option chain context at entry, then scores the spread as one position with one entry, one exit, and a correctly-attributed P&L net of commissions. Same logic for futures rolls.

FAQ

Frequently asked questions

TWS includes a Trades window and PortfolioAnalyst, which are reporting tools. Neither tags setups, detects behavioral leaks, or writes performance reviews. Profit AI fills the journal gap, syncing automatically from IBKR via Flex Query.