Guides

Set up Interactive Brokers for Helmfolio

Two short walk-throughs to get your IBKR data flowing into Helmfolio — pick the one that matches how you want to work.

Recommended · Pro

One-click sync: Flex Token & Query ID

Create an IBKR Flex Web Service token and an Activity Flex Query, then paste both into Helmfolio for one-click syncing. Set it up once.

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Works on Free

CSV reports: export now or auto-email daily

Prefer files? Download an Activity statement as CSV and import it — or have IBKR email a statement to you automatically every day.

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Not sure which to pick? Flex sync is the smoothest day-to-day experience (Pro). CSV import works on the free tier and needs no token.