Hey everyone! I’ve been trying to figure out how to pull my Interactive Brokers (IB) info into Google Sheets. It’s doable, but it took some digging to piece it all together.
Here’s a quick rundown of what I did:
- Set up a new Google Sheet with tabs for reports and API token
- Enabled Flex Web Service on my IB account
- Created a Flex Query for dividend data
- Used Google Apps Script to fetch the data
The tricky part was getting the API token and setting up the Flex Query just right. For the query, I chose fields like symbol, pay date, and net amount.
Has anyone else done this? Any tips for other types of data to pull in? I’m thinking about grabbing position info next.
Also, heads up—you’ll need to refresh your API token yearly. I set a reminder so I don’t forget!
Let me know if you want more details on any part of the process. It’s pretty cool once you get it working!
I’ve actually gone through a similar process with my IB account, and it’s been incredibly useful. One thing I found particularly helpful was setting up automatic refreshes for the data using Google Sheets’ built-in scheduling feature. This way, I don’t have to manually update the sheet every time I want to check my positions or dividend info.
For position data, I’d recommend including fields like current market value, unrealized P/L, and cost basis. These give a good snapshot of your portfolio’s performance. Another interesting dataset to pull is your trade history, which can be useful for analyzing your trading patterns and performance over time.
One word of caution: be mindful of API rate limits. If you’re pulling large amounts of data frequently, you might hit these limits. I found it helpful to stagger my data pulls throughout the day to avoid this issue.
I’ve been using a similar setup for a while now, and it’s been a game-changer for tracking my investments. One thing I found particularly useful was pulling in options data, especially for covered calls and cash-secured puts. It helps me keep tabs on potential assignment risks and overall options strategy performance.
Another tip: consider adding a volatility indicator for your holdings. I use the 30-day historical volatility, which gives me a quick sense of which stocks might be due for a big move. This has been invaluable for timing entries and exits.
Lastly, don’t forget about tax implications. I added a column to calculate the holding period for each position, which helps me plan my trades with an eye on long-term vs short-term capital gains. Just remember that this isn’t financial advice, and always double-check the calculations yourself.
yo, i’ve been playin with this too! one thing that’s super helpful is pullin in forex data. helps me keep track of currency exposure in my portfolio. also, don’t forget to double-check the data sometimes. i’ve had a few hicups where the numbers were off. anyways, good luck with your setup!