IBKR Flex Queries are customizable reports that export account data in a structured format. They are useful for dividend tracking because they can include dividend payments, cash transactions, taxes, currencies, and account activity.
DividendFlow uses IBKR Flex Query data to import dividend information and show it in a clean mobile interface.
A Flex Query is a customizable Interactive Brokers report. You can choose activity sections and fields, export the data in structured formats, and access it with a query ID and token for automation or portfolio tools.
Standard reports are easier to read manually. Flex Queries are more useful when you want repeatable exports for spreadsheets, tax tools, or apps like DividendFlow.
| FEATURE | STANDARD DIVIDEND REPORT | FLEX QUERY |
|---|---|---|
| Easy to read manually | Yes | Less so |
| Customizable fields | Limited | Yes |
| Better for automation | No | Yes |
| Can include cash transactions | Limited | Yes |
| Useful for apps/tools | Limited | Yes |
Exact IBKR naming may vary, but useful sections often include Dividends, Cash Transactions, Withholding Tax, Change in Dividend Accruals, Trades or Positions for context, and Account Information if you need account identification. Cash Transactions are especially important because paid dividends and taxes may be represented as cash movements.
Include enough fields to identify the security, transaction type, amount, currency, date, account, and reporting period.
| FIELD | WHY IT MATTERS |
|---|---|
| Date | Identifies when the cash movement happened |
| Symbol | Links dividend to a ticker |
| Description | Helps identify dividend and tax rows |
| Currency | Needed for multi-currency accounts |
| Amount | Shows cash received or tax withheld |
| Transaction Type | Distinguishes dividends, tax, and other cash flows |
| Account ID | Useful if the user has multiple accounts |
| ISIN / Conid | Optional security identifiers |
| Report Date / Period | Useful for reconciliation |
Flex tokens can allow access to report data. Treat them like sensitive credentials, never publish or share them, and revoke or regenerate tokens if exposed. DividendFlow is designed around privacy and local processing, so users can track IBKR dividends without handing their full brokerage login to a third-party server.
You create an IBKR Flex Query, connect it to DividendFlow, and the app imports dividend-related data. DividendFlow organizes dividends by ticker, date, month, and year, shows taxes withheld and net income, and helps forecast future dividends.