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.
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.
Open guideCSV 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.
Open guideNot 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.