Generate a Report

To begin, you’ll make a GET request to the /SendRequest endpoint, passing your access token and the desired Flex Query template’s query ID as query parameters:

https://ndcdyn.interactivebrokers.com/AccountManagement/FlexWebService/SendRequest?t={CurrentToken}&q={QueryID}&v=3

IMPORTANT: The /SendRequest endpoint maintains a pacing limitation of 1 request per second. A maximum of 10 requests per minute may be submitted.

requestBase = "https://ndcdyn.interactivebrokers.com/AccountManagement/FlexWebService"
token = 528191644107458877539776
queryId = 800969
flex_version = 3
## Optional values:
# period = "5"             # This would retrieve 5 days of data.
# fromDate = "20260801"    # Starting date of the request range
# toDate = "20260807"      # Ending date of the request range

By default, the predefined date range within Client Portal will be used for the request. However, the q parameter may be declared to retrieve data prior to today, or fd and td may be requested to request a specific date range.

send_path = "/SendRequest"
send_params = {
    "t":token, 
    "q":queryId, 
    "v":flex_version
    # "p": period             # Period cannot be used with date range.
    # "fd": fromDate,         # Must be submitted with `td`.
    # "td": toDate            # Must be submitted with `fd`.
}
flexReq = requests.get(url=requestBase+send_slug, params=send_params)

Successful requests will return <Status>Success</Status> alongside a <ReferenceCode> used to identify the generated report in our following request. The <url> returned in the response body should be ignored.

Failed requests will return <Status>Fail</Status> along with an <ErrorMessage> value defining the reason for the failure.