Broker guides
Import from Interactive Brokers (IBKR)
Interactive Brokers requires a one-time Flex Query setup before the first import.
Interactive Brokers requires a one-time Flex Query setup before the first import.
Heads up — The Flex stamp carries no time zone. It is read in your journal's, so if the query reports in a different one, set that as your journal time zone before importing or every trade shifts by the difference.
How to export
- Go to Performance & Statements → Reports → Flex Queries.
- Create a new "Trade Confirmation" query (select Orders and uncheck Executions).
- Set the format: CSV, Date "yyyyMMdd", Time "HHmmss".
- Run the query and download the CSV file.
Orders is required (not Executions), with the specific date/time format.
How to import
- In Trader Leap, go to Import and upload the file.
- At the mapping step the columns arrive already filled in. Check them, correct anything that came in wrong, and use Save as Template if you want the same mapping next time.
- Review the preview and confirm.
This export walkthrough also appears inside the app, on the Import screen, under How to Export from Your Broker. File different from what's expected? Adjust the column mapping manually.