Interactive Brokers Trading Journal
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.
- IBKR Flex Query sync
- Multi-asset support
- AI setup tagging
- Trader Score 0–100
Highlights
Auto-imports your IBKR Flex Query
One-time Flex Query setup. After that, every fill (stocks, options, futures, FX, bonds) is imported within seconds. Commissions, exchange fees, FX conversion costs, and IBKR's complex give-up flows are all reconciled correctly.
Multi-asset, multi-currency, multi-account
IBKR traders typically run multiple sub-accounts across asset classes and currencies. Profit AI keeps each isolated for P&L, tagging, and rule monitoring, then rolls them up for a unified Trader Score and weekly review.
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.
Overview
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.
Frequently asked questions
Does Interactive Brokers have a built-in trading journal?+
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.
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?+
Profit AI is free to download. The free tier covers IBKR auto-sync, the journal, and the weekly review. The paid plan unlocks unlimited AI chart analyses, the strategy engine, and the AI mentor.
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