What period is available for a Flex Query?

CREATE CUSTOM REPORT

Use the button above or follow the below procedure to create a custom date range PortfolioAnalyst report:…

Mark-to-Market Performance shows the change in value of your positions over the period of the statement. Realized Performance shows the change in value of your positions from the day the positions were opened (even if the date is before the start of the statement period) until the date the positions have been closed (note that this date must be during the statement period). Unrealized Performance shows the change in value of your positions from the day the positions were opened (even if the date is before the start of the statement period) until the last day of the statement period…

CREATE CUSTOM FLEX QUERY

To calculate your average account balance, first create a custom flex query to obtain the average balance of the account over a specific period of time:…

A calendar month is the period of duration from the first date of one month to the last date of the same month, which can vary from 28 to 31 days in length.

For purposes of determining the number of withdrawal requests occurring in a given month, IBKR uses the date at which the client submits the withdrawal request and…