Flex Query connection
Connect an IBKR Flex Query using its report token and Query ID. Weezpr does not require your IBKR login password.
Interactive Brokers + Weezpr
An Interactive Brokers trading journal built for better review.
Connect an IBKR Flex Query, use Sync now for supported stock and options activity, and turn imported executions into a clearer review workflow across trades, days, analytics, and discipline.
IBKR support at a glance
What Weezpr supports for Interactive Brokers.
Stocks and options
Review supported Interactive Brokers stock and options activity inside Weezpr.
Sync options
Use Sync now when needed, or opt in to scheduled Auto Sync for an eligible configured Flex connection in private beta.
Review across Weezpr
Supported imported activity can flow into Trades, Calendar, Analytics, Trade Review, Day Review, and Discipline Tracker.
From activity to review
Turn IBKR activity into a repeatable review process.
IBKR activity provides the execution data. Weezpr organizes supported imported activity into a review workflow that adds structure and context around what happened.
See the trade review process01
IBKR activity
Start with supported execution data supplied through Interactive Brokers activity reporting.
02
Structured trades
Weezpr organizes supported imported activity into a clearer trade and execution workflow.
03
Review
Review imported activity across Trades, Calendar, Analytics, Trade Review, Day Review, and Discipline Tracker.
Broker statements remain the source of record for brokerage and tax information.
IBKR connection & sync
Connect an IBKR Flex Query and choose how you sync.
Connect Weezpr through an IBKR Flex Query using its report token and Query ID. Your IBKR login password is not required.
Sync now
Run Sync now when you want to check a configured Flex connection for available activity.
Scheduled Auto Sync
Eligible private-beta users can opt in to scheduled checks. Connecting alone does not enable Auto Sync.
- Configure and test the Flex connection before syncing.
- Scheduled Auto Sync is optional, not real-time, and depends on IBKR report availability.
Older history
Bring in older IBKR history before syncing newer activity.
- 01
Import older history
Start with supported IBKR CSV or TradeLog files for the historical activity you want available in Weezpr.
- 02
Review imported history
Confirm your supported imported history in Weezpr before moving to the connected workflow.
- 03
Connect Flex for newer activity
Then connect an IBKR Flex Query for Sync now and optional scheduled Auto Sync for supported newer activity.
History coverage depends on the supported file data and the date range returned by your configured IBKR Flex Query.
Review supported import optionsImported detail
Keep the execution details that make review useful.
Supported IBKR imports can preserve useful execution detail for review when those fields are supplied by IBKR.
Stocks and options
Supported stock and options activity can retain symbol or instrument context, side, quantity, timestamps, and execution prices where IBKR supplies them.
Fees and currency
Commissions or fees and currency are retained where IBKR supplies them.
Option contract details
Supported option activity can include underlying, expiry, strike, call/put type, and multiplier where IBKR supplies them.
Executions to trades
From supported executions to a complete trade lifecycle.
Interactive Brokers activity arrives as executions. Weezpr can organize supported executions into a reconstructed trade lifecycle so entries, adds, exits, and outcomes can be reviewed together.
When supported execution history is incomplete or ambiguous, Weezpr can surface warnings instead of forcing a trade reconstruction.
See how Trade Review works
Multiple executions, one trade
Supported entries, partial exits, adds, and final exits can contribute to the same reconstructed trade lifecycle.
Partial fills stay visible
Where applicable, partial fills can remain visible as separate execution events instead of being hidden inside one summary row.
FIFO reconstruction
Weezpr uses supported execution data to reconstruct trade lifecycles using FIFO logic for review.
Options review
Review IBKR options with contract context intact.
Weezpr supports imported Interactive Brokers options activity at the contract level, preserving the option identity and execution context needed to review the trade.
This creates a clearer Interactive Brokers options trading journal workflow, keeping the contract and the decision together when reviewing imported options trades after execution.
The ticker is only part of the trade.
Two options on the same underlying can have different strikes, expirations, and call/put sides. Weezpr keeps the imported contract identity beside the review so you can evaluate the execution you actually took, not just the underlying symbol.
Review the underlying without losing the contract.
Use the underlying chart for market context while keeping the option contract, entry and exit prices, fees, and hold time attached to the trade review.
01
Contract identity
Supported option activity can include underlying, expiration, strike, call/put type, and contract identity. This helps distinguish the specific option contract from the underlying symbol alone.
02
Execution context
Review entry, exit, quantity, hold time, execution prices, fees, and currency when those fields are supplied by IBKR. Together, they help show how the option trade was opened, managed, and closed.
03
Review context
Use notes, tags, chart context, and takeaways to review the decision around the option trade. This connects the setup, execution, and lesson in one post-trade review.
Weezpr reviews supported option contracts individually. It does not currently reconstruct multi-leg spreads or automatically classify options strategies.
Explore the Trade Review workspacePrivate beta
Connect IBKR. Review what happened next.
Request access to connect a supported IBKR Flex Query, use Sync now, and review supported stock and options activity in Weezpr. Scheduled Auto Sync is available for eligible configured connections in private beta.