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v0.7.0

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@fatwang2 fatwang2 released this 27 Mar 06:50
· 3 commits to main since this release

What's New

Historical data commands (via Flex Queries)

New top-level commands for historical account data, powered by IBKR Flex Queries over HTTPS — no Gateway or TWS required:

  • ibkr trades — Historical trade records
  • ibkr pnl — Realized and unrealized P&L by symbol
  • ibkr transfers — Fund deposits, withdrawals, and transfers
  • ibkr dividends — Dividends, interest, withholding tax, and other cash transactions

All commands support --days for lookback period and --json for machine-readable output. Data may be delayed up to T-1.

Configuration management

  • ibkr config set <key> <value> — Set config values (e.g. flex.token, flex.query_id)
  • ibkr config show — View current configuration (tokens are masked)
  • ibkr config path — Show config file location

Setup

To use the new historical data commands, configure your Flex Web Service credentials:

ibkr config set flex.token YOUR_TOKEN
ibkr config set flex.query_id YOUR_QUERY_ID

Get your token from IBKR Account Management > Settings > FlexWeb Service, and your query ID from Reports > Flex Queries.