{"id":717,"date":"2026-09-30T17:47:51","date_gmt":"2026-09-30T17:47:51","guid":{"rendered":"https:\/\/avexai.io\/blog\/?p=717"},"modified":"2026-09-30T17:47:51","modified_gmt":"2026-09-30T17:47:51","slug":"ibkr-export-csv","status":"publish","type":"post","link":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/","title":{"rendered":"IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts (2026)"},"content":{"rendered":"\n<div class=\"avex-quick-answer\">\n  <div class=\"qa-label\">Quick answer<\/div>\n  <p>To export from Interactive Brokers: Client Portal \u2192 <strong>Performance &amp; Reports \u2192 Flex Queries<\/strong> \u2192 create an <strong>Activity Flex Query<\/strong> (tick Trades and Cash Transactions, set date format and time zone) \u2192 <strong>Run<\/strong> with a custom date range and CSV output. One rule to remember: <strong>a run covers at most 365 days<\/strong> \u2014 multi-year history means one run per year. The upside: you build the query once and reuse it forever.<\/p>\n<\/div>\n\n<p class=\"lead-paragraph\">Every other broker gives you a download button and decides what&#8217;s in the file. IBKR hands you a report builder: <em>you<\/em> choose the sections, the columns, the date format. It&#8217;s the most powerful export in this series \u2014 and the least discoverable, because nothing about &#8220;Flex Queries&#8221; says &#8220;this is where your CSV lives.&#8221; Here&#8217;s the recipe.<\/p>\n\n<div class=\"avex-key-takeaways\">\n  <h3>Key Takeaways<\/h3>\n  <ul>\n    <li><strong>Export path:<\/strong> Performance &amp; Reports \u2192 Flex Queries \u2192 Activity Flex Query \u2192 Run (custom range, CSV output).<\/li>\n    <li><strong>The cap:<\/strong> one run covers at most 365 days \u2014 a five-year history is five runs with non-overlapping ranges.<\/li>\n    <li><strong>The sections that matter:<\/strong> Trades <em>and<\/em> Cash Transactions \u2014 dividends, interest, fees, deposits and withdrawals live in the second one.<\/li>\n    <li><strong>Set once, reuse forever:<\/strong> date format and time zone are query settings \u2014 fix them at creation and every future run is consistent.<\/li>\n  <\/ul>\n<\/div>\n\n<h2>Where is the CSV export in Interactive Brokers?<\/h2>\n\n<p><strong>Behind Flex Queries \u2014 a report you define once, then run whenever you need it.<\/strong> The setup, in Client Portal:<\/p>\n\n<ol>\n  <li>Log in and open <strong>Performance &amp; Reports \u2192 Flex Queries<\/strong>.<\/li>\n  <li>Click <strong>+<\/strong> next to <strong>Activity Flex Query<\/strong> and name it (e.g. &#8220;Full history&#8221;).<\/li>\n  <li>Under Sections, tick <strong>Trades<\/strong> (select Executions \u2192 Select All fields) and <strong>Cash Transactions<\/strong> \u2014 that second section carries dividends, interest, fees, deposits and withdrawals.<\/li>\n  <li>In General Configuration, set the <strong>date format<\/strong> (e.g. yyyy-MM-dd) and your <strong>time zone<\/strong> \u2014 do it now, so every run matches.<\/li>\n  <li><strong>Create<\/strong>, then <strong>Run<\/strong>: pick Custom Date Range (\u2264 365 days), output format <strong>CSV<\/strong>, and download.<\/li>\n<\/ol>\n\n<div class=\"avex-pro-tip\">\n  <strong class=\"label\">\ud83d\udca1 Pro Tip<\/strong>\n  <p>Name the query once, run it forever: each January, run it for the year just ended and drop the file in that tax year&#8217;s folder. For deeper history, run one range per calendar year backwards \u2014 the 365-day cap makes year-sized files the natural unit anyway, and they line up neatly with tax records.<\/p>\n<\/div>\n\n<h2>The 3 things that trip people up<\/h2>\n\n<table class=\"avex-comparison-table\">\n  <tr><th>Trap<\/th><th>What happens<\/th><th>Fix<\/th><\/tr>\n  <tr><td><strong>The 365-day cap<\/strong><\/td><td>Ranges over a year fail or truncate<\/td><td>One run per year, non-overlapping ranges, merge in a spreadsheet<\/td><\/tr>\n  <tr><td><strong>Trades-only queries<\/strong><\/td><td>Dividends, interest and fees silently missing<\/td><td>Tick Cash Transactions too \u2014 it&#8217;s a separate section, easy to skip<\/td><\/tr>\n  <tr><td><strong>Ambiguous dates &amp; time zones<\/strong><\/td><td>Files from different runs disagree on what &#8220;03\/04&#8221; means<\/td><td>Set date format + time zone in the query itself, once, at creation<\/td><\/tr>\n<\/table>\n\n\n\n<h2>What&#8217;s in the file \u2014 and what to watch<\/h2>\n\n<p><strong>Exactly what you configured \u2014 which is the power and the responsibility.<\/strong> A well-built Activity query gives you one row per execution (with symbol, quantity, price, commissions, currency) plus typed cash rows for dividends, interest and fees. Two habits: keep the <em>currency<\/em> column in view \u2014 IBKR accounts are genuinely multi-currency, and mixing USD and GBP rows without noticing is the classic error; and don&#8217;t round fractional quantities, they&#8217;re your cost basis.<\/p>\n\n<h2>Isn&#8217;t my 1099 enough for taxes?<\/h2>\n\n<p><strong>For filing, mostly yes. For proving, no.<\/strong> IBKR&#8217;s consolidated 1099 covers what IBKR knows for the year \u2014 but wash sales that span brokers, transferred-in basis, and any later IRS questions are yours to substantiate. Your Flex Query files \u2014 one per year, kept forever \u2014 are that evidence trail.<\/p>\n\n<p>Using more than one platform? Our free <a href=\"https:\/\/avexai.io\/blog\/us-broker-csv-export-cheat-sheet\/\">US broker export cheat-sheet<\/a> covers the export path, format and trap for 8 US platforms on one page. For the walkthroughs: <a href=\"https:\/\/avexai.io\/blog\/fidelity-export-csv\/\">Fidelity<\/a> (90-day cap), <a href=\"https:\/\/avexai.io\/blog\/schwab-export-csv\/\">Schwab<\/a> (silent row limit), <a href=\"https:\/\/avexai.io\/blog\/etrade-export-csv\/\">E*TRADE<\/a> (the post-merge XLSX switch) and <a href=\"https:\/\/avexai.io\/blog\/robinhood-export-csv\/\">Robinhood<\/a> (generate-and-wait).<\/p>\n\n<div class=\"avex-warning\">\n  <strong class=\"label\">\u26a0\ufe0f Important Note<\/strong>\n  <p>Keep every year&#8217;s export permanently. Broker interfaces and report tools change without notice \u2014 your saved files are the record that survives. Avex AI provides software and educational content, not investment or tax advice. Avex AI is not affiliated with or endorsed by Interactive Brokers.<\/p>\n<\/div>\n\n\n\n<div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1790790258831\"><strong class=\"schema-faq-question\">What is an IBKR Flex Query?<\/strong> <p class=\"schema-faq-answer\">A reusable report definition: you choose the sections (trades, cash transactions, positions\u2026), the fields, the date format, and time zone once \u2014 then run it for any period whenever you need a file. It&#8217;s Interactive Brokers&#8217; intended route to a clean CSV of your activity.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790790285587\"><strong class=\"schema-faq-question\">Why is my export missing dividends and fees?<\/strong> <p class=\"schema-faq-answer\">Because the query only ticked Trades. Dividends, interest, fees, deposits and withdrawals live in the separate Cash Transactions section \u2014 add it to the query and re-run.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790790306653\"><strong class=\"schema-faq-question\">How do I export more than one year from IBKR?<\/strong> <p class=\"schema-faq-answer\">One run per year: each Flex Query run covers at most 365 days, so a five-year history is five runs with non-overlapping custom ranges, merged afterwards in a spreadsheet. Year-sized files also map neatly onto tax years.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790790352923\"><strong class=\"schema-faq-question\">Are IBKR&#8217;s Activity Statements the same thing?<\/strong> <p class=\"schema-faq-answer\">They&#8217;re the pre-formatted cousin: fixed layout, good as human-readable records. Flex Queries are the configurable version \u2014 better when you need consistent columns for a spreadsheet or tracker, and the format you control.<br><\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1790790372427\"><strong class=\"schema-faq-question\">Do I even need exports if IBKR sends me a 1099?<\/strong> <p class=\"schema-faq-answer\">The 1099 covers filing for that broker and that year. Cross-broker wash sales, transferred cost basis and any later IRS questions need your own records \u2014 the exports are how you prove your numbers.<\/p> <\/div> <\/div>\n\n\n\n<div class=\"avex-sources\">\n  <h3>Sources &amp; references<\/h3>\n  <ol>\n    <li><a href=\"https:\/\/www.interactivebrokers.com\/en\/support\/kb-articles.php\" target=\"_blank\" rel=\"noopener\">Interactive Brokers \u2014 Knowledge Base: Activity Flex Queries (login for Client Portal)<\/a><\/li>\n    <li><a href=\"https:\/\/www.irs.gov\/taxtopics\/tc409\" target=\"_blank\" rel=\"noopener\">IRS \u2014 Topic 409: Capital Gains and Losses<\/a><\/li>\n    <li><a href=\"https:\/\/www.irs.gov\/publications\/p550\" target=\"_blank\" rel=\"noopener\">IRS \u2014 Publication 550: Investment Income and Expenses (wash sales)<\/a><\/li>\n  <\/ol>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The most powerful export of any US broker \u2014 once you set it up. The Flex Query recipe, the cap, and the settings people miss.<\/p>\n","protected":false},"author":3,"featured_media":716,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_angie_page":false,"page_builder":"","footnotes":"","_wp_rev_ctl_limit":""},"categories":[49],"tags":[54],"class_list":["post-717","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-us-brokers","tag-ibkr"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts (2026)<\/title>\n<meta name=\"description\" content=\"Interactive Brokers doesn&#039;t have an export button \u2014 it has Flex Queries: build the report once, run it forever. The exact setup, the 365-day-per-run cap, and the sections worth ticking.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/avexai.io\/blog\/ibkr-export-csv\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts (2026)\" \/>\n<meta property=\"og:description\" content=\"Interactive Brokers doesn&#039;t have an export button \u2014 it has Flex Queries: build the report once, run it forever. The exact setup, the 365-day-per-run cap, and the sections worth ticking.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/avexai.io\/blog\/ibkr-export-csv\/\" \/>\n<meta property=\"og:site_name\" content=\"AvexAI Blog\" \/>\n<meta property=\"article:published_time\" content=\"2026-09-30T17:47:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/ibkr-export-csv-guide.webp\" \/>\n\t<meta property=\"og:image:width\" content=\"1193\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/webp\" \/>\n<meta name=\"author\" content=\"Catalina Dimofte\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Catalina Dimofte\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/\"},\"author\":{\"name\":\"Catalina Dimofte\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#\\\/schema\\\/person\\\/8d61df642ea0d10a2291599abb3adf42\"},\"headline\":\"IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts (2026)\",\"datePublished\":\"2026-09-30T17:47:51+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/\"},\"wordCount\":916,\"publisher\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/ibkr-export-csv-guide.webp\",\"keywords\":[\"ibkr\"],\"articleSection\":[\"US Brokers\"],\"inLanguage\":\"en-US\"},{\"@type\":[\"WebPage\",\"FAQPage\"],\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/\",\"name\":\"IBKR CSV Export: Flex Queries, the 365-Day Cap & the Setup That Lasts (2026)\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/ibkr-export-csv-guide.webp\",\"datePublished\":\"2026-09-30T17:47:51+00:00\",\"description\":\"Interactive Brokers doesn't have an export button \u2014 it has Flex Queries: build the report once, run it forever. The exact setup, the 365-day-per-run cap, and the sections worth ticking.\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#breadcrumb\"},\"mainEntity\":[{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790258831\"},{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790285587\"},{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790306653\"},{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790352923\"},{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790372427\"}],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#primaryimage\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/ibkr-export-csv-guide.webp\",\"contentUrl\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/09\\\/ibkr-export-csv-guide.webp\",\"width\":1193,\"height\":630,\"caption\":\"A blueprint beside a laptop illustrating building an IBKR Flex Query once and running it every year\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/avexai.io\\\/blog\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts (2026)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#website\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/\",\"name\":\"AvexAI Blog\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/avexai.io\\\/blog\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#organization\",\"name\":\"AvexAI Blog\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/cropped-avex-logo-vertical.webp\",\"contentUrl\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/04\\\/cropped-avex-logo-vertical.webp\",\"width\":500,\"height\":142,\"caption\":\"AvexAI Blog\"},\"image\":{\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#\\\/schema\\\/logo\\\/image\\\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/#\\\/schema\\\/person\\\/8d61df642ea0d10a2291599abb3adf42\",\"name\":\"Catalina Dimofte\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Avex-Avatar-CD-v3-96x96.png\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Avex-Avatar-CD-v3-96x96.png\",\"contentUrl\":\"https:\\\/\\\/avexai.io\\\/blog\\\/wp-content\\\/uploads\\\/2026\\\/07\\\/Avex-Avatar-CD-v3-96x96.png\",\"caption\":\"Catalina Dimofte\"},\"description\":\"Catalina Dimofte is SEO &amp; Content Lead at Avex AI. She writes the blog's practical guides \u2014 broker exports, tools and record-keeping workflows \u2014 helping UK self-directed investors keep their portfolio data clean and complete.\",\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/author\\\/catalina\\\/\"},{\"@type\":\"Question\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790258831\",\"position\":1,\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790258831\",\"name\":\"What is an IBKR Flex Query?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A reusable report definition: you choose the sections (trades, cash transactions, positions\u2026), the fields, the date format, and time zone once \u2014 then run it for any period whenever you need a file. It's Interactive Brokers' intended route to a clean CSV of your activity.<br>\",\"inLanguage\":\"en-US\"},\"inLanguage\":\"en-US\"},{\"@type\":\"Question\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790285587\",\"position\":2,\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790285587\",\"name\":\"Why is my export missing dividends and fees?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Because the query only ticked Trades. Dividends, interest, fees, deposits and withdrawals live in the separate Cash Transactions section \u2014 add it to the query and re-run.<br>\",\"inLanguage\":\"en-US\"},\"inLanguage\":\"en-US\"},{\"@type\":\"Question\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790306653\",\"position\":3,\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790306653\",\"name\":\"How do I export more than one year from IBKR?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"One run per year: each Flex Query run covers at most 365 days, so a five-year history is five runs with non-overlapping custom ranges, merged afterwards in a spreadsheet. Year-sized files also map neatly onto tax years.<br>\",\"inLanguage\":\"en-US\"},\"inLanguage\":\"en-US\"},{\"@type\":\"Question\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790352923\",\"position\":4,\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790352923\",\"name\":\"Are IBKR's Activity Statements the same thing?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"They're the pre-formatted cousin: fixed layout, good as human-readable records. Flex Queries are the configurable version \u2014 better when you need consistent columns for a spreadsheet or tracker, and the format you control.<br>\",\"inLanguage\":\"en-US\"},\"inLanguage\":\"en-US\"},{\"@type\":\"Question\",\"@id\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790372427\",\"position\":5,\"url\":\"https:\\\/\\\/avexai.io\\\/blog\\\/ibkr-export-csv\\\/#faq-question-1790790372427\",\"name\":\"Do I even need exports if IBKR sends me a 1099?\",\"answerCount\":1,\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1099 covers filing for that broker and that year. Cross-broker wash sales, transferred cost basis and any later IRS questions need your own records \u2014 the exports are how you prove your numbers.\",\"inLanguage\":\"en-US\"},\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"IBKR CSV Export: Flex Queries, the 365-Day Cap & the Setup That Lasts (2026)","description":"Interactive Brokers doesn't have an export button \u2014 it has Flex Queries: build the report once, run it forever. The exact setup, the 365-day-per-run cap, and the sections worth ticking.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/","og_locale":"en_US","og_type":"article","og_title":"IBKR CSV Export: Flex Queries, the 365-Day Cap & the Setup That Lasts (2026)","og_description":"Interactive Brokers doesn't have an export button \u2014 it has Flex Queries: build the report once, run it forever. The exact setup, the 365-day-per-run cap, and the sections worth ticking.","og_url":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/","og_site_name":"AvexAI Blog","article_published_time":"2026-09-30T17:47:51+00:00","og_image":[{"width":1193,"height":630,"url":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/ibkr-export-csv-guide.webp","type":"image\/webp"}],"author":"Catalina Dimofte","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Catalina Dimofte","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#article","isPartOf":{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/"},"author":{"name":"Catalina Dimofte","@id":"https:\/\/avexai.io\/blog\/#\/schema\/person\/8d61df642ea0d10a2291599abb3adf42"},"headline":"IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts (2026)","datePublished":"2026-09-30T17:47:51+00:00","mainEntityOfPage":{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/"},"wordCount":916,"publisher":{"@id":"https:\/\/avexai.io\/blog\/#organization"},"image":{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#primaryimage"},"thumbnailUrl":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/ibkr-export-csv-guide.webp","keywords":["ibkr"],"articleSection":["US Brokers"],"inLanguage":"en-US"},{"@type":["WebPage","FAQPage"],"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/","url":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/","name":"IBKR CSV Export: Flex Queries, the 365-Day Cap & the Setup That Lasts (2026)","isPartOf":{"@id":"https:\/\/avexai.io\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#primaryimage"},"image":{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#primaryimage"},"thumbnailUrl":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/ibkr-export-csv-guide.webp","datePublished":"2026-09-30T17:47:51+00:00","description":"Interactive Brokers doesn't have an export button \u2014 it has Flex Queries: build the report once, run it forever. The exact setup, the 365-day-per-run cap, and the sections worth ticking.","breadcrumb":{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#breadcrumb"},"mainEntity":[{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790258831"},{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790285587"},{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790306653"},{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790352923"},{"@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790372427"}],"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/avexai.io\/blog\/ibkr-export-csv\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#primaryimage","url":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/ibkr-export-csv-guide.webp","contentUrl":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/09\/ibkr-export-csv-guide.webp","width":1193,"height":630,"caption":"A blueprint beside a laptop illustrating building an IBKR Flex Query once and running it every year"},{"@type":"BreadcrumbList","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/avexai.io\/blog\/"},{"@type":"ListItem","position":2,"name":"IBKR CSV Export: Flex Queries, the 365-Day Cap &amp; the Setup That Lasts (2026)"}]},{"@type":"WebSite","@id":"https:\/\/avexai.io\/blog\/#website","url":"https:\/\/avexai.io\/blog\/","name":"AvexAI Blog","description":"","publisher":{"@id":"https:\/\/avexai.io\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/avexai.io\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/avexai.io\/blog\/#organization","name":"AvexAI Blog","url":"https:\/\/avexai.io\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/avexai.io\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/04\/cropped-avex-logo-vertical.webp","contentUrl":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/04\/cropped-avex-logo-vertical.webp","width":500,"height":142,"caption":"AvexAI Blog"},"image":{"@id":"https:\/\/avexai.io\/blog\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/avexai.io\/blog\/#\/schema\/person\/8d61df642ea0d10a2291599abb3adf42","name":"Catalina Dimofte","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/07\/Avex-Avatar-CD-v3-96x96.png","url":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/07\/Avex-Avatar-CD-v3-96x96.png","contentUrl":"https:\/\/avexai.io\/blog\/wp-content\/uploads\/2026\/07\/Avex-Avatar-CD-v3-96x96.png","caption":"Catalina Dimofte"},"description":"Catalina Dimofte is SEO &amp; Content Lead at Avex AI. She writes the blog's practical guides \u2014 broker exports, tools and record-keeping workflows \u2014 helping UK self-directed investors keep their portfolio data clean and complete.","url":"https:\/\/avexai.io\/blog\/author\/catalina\/"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790258831","position":1,"url":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790258831","name":"What is an IBKR Flex Query?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"A reusable report definition: you choose the sections (trades, cash transactions, positions\u2026), the fields, the date format, and time zone once \u2014 then run it for any period whenever you need a file. It's Interactive Brokers' intended route to a clean CSV of your activity.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790285587","position":2,"url":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790285587","name":"Why is my export missing dividends and fees?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"Because the query only ticked Trades. Dividends, interest, fees, deposits and withdrawals live in the separate Cash Transactions section \u2014 add it to the query and re-run.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790306653","position":3,"url":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790306653","name":"How do I export more than one year from IBKR?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"One run per year: each Flex Query run covers at most 365 days, so a five-year history is five runs with non-overlapping custom ranges, merged afterwards in a spreadsheet. Year-sized files also map neatly onto tax years.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790352923","position":4,"url":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790352923","name":"Are IBKR's Activity Statements the same thing?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"They're the pre-formatted cousin: fixed layout, good as human-readable records. Flex Queries are the configurable version \u2014 better when you need consistent columns for a spreadsheet or tracker, and the format you control.<br>","inLanguage":"en-US"},"inLanguage":"en-US"},{"@type":"Question","@id":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790372427","position":5,"url":"https:\/\/avexai.io\/blog\/ibkr-export-csv\/#faq-question-1790790372427","name":"Do I even need exports if IBKR sends me a 1099?","answerCount":1,"acceptedAnswer":{"@type":"Answer","text":"The 1099 covers filing for that broker and that year. Cross-broker wash sales, transferred cost basis and any later IRS questions need your own records \u2014 the exports are how you prove your numbers.","inLanguage":"en-US"},"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/posts\/717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/comments?post=717"}],"version-history":[{"count":1,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/posts\/717\/revisions"}],"predecessor-version":[{"id":718,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/posts\/717\/revisions\/718"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/media\/716"}],"wp:attachment":[{"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/media?parent=717"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/categories?post=717"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/avexai.io\/blog\/wp-json\/wp\/v2\/tags?post=717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}