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IBKR Reports

Upload a Flex Query XML file and calculate the IBKR report here.

IBKR

Separate interface for Flex Query XML.

No file selected
If the IBKR report contains sales without sufficient purchases (FIFO), a MISSING_FIFO sheet will be created.
It is recommended to upload a Flex Query file that includes purchase history prior to sales in the selected year.
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📕 How to use IBKR

1. Open IBKR account → Performance & Reports
2. Go to Flex Queries
3. Create or run a Flex Query
4. Select XML format
5. Include Trades and Cash Transactions sections
6. Upload the XML file in the IBKR section

🔒 Security

The file is processed automatically and is not stored on the server. Data is not shared with third parties.

⚠️ Limitations and disclaimer

The service is under development.
The calculation is a technical data preparation tool and is not tax, legal, or financial advice.
Please verify the result yourself or consult a qualified specialist before filing your tax declaration.

💬 Feedback

If you encountered an issue or have ideas — please email: investpodatok@gmail.com