{"id":2372,"date":"2024-05-30T20:18:23","date_gmt":"2024-05-30T20:18:23","guid":{"rendered":"https:\/\/live-portfellow-com.vserver.zonevs.eu\/?post_type=docs&#038;p=2372"},"modified":"2025-02-04T16:36:09","modified_gmt":"2025-02-04T16:36:09","password":"","slug":"kuidas-seadistada-interactive-brokers-automaatne-import","status":"publish","type":"docs","link":"https:\/\/www2.portfellow.com\/et\/help\/kuidas-seadistada-interactive-brokers-automaatne-import\/","title":{"rendered":"Interactive Brokers andmete import"},"content":{"rendered":"<h2 class=\"wp-block-heading\">Kuidas saada Query ID ja Token?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Logi sisse Interactive Brokers keskkonda<\/li>\n\n\n\n<li>Mine Interactive Brokers kodulehele.<\/li>\n\n\n\n<li>Mine Flex Queries lehele\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Men\u00fc\u00fcst vali: Reporting --&gt; Flex Queries<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"657\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.37.45-1024x657.png\" alt=\"\" class=\"wp-image-1930\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.37.45-1024x657.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.37.45-300x193.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.37.45-768x493.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.37.45-1536x986.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.37.45.png 2022w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Seadista raporti sektsioonid<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kl\u00f5psa \"+\", et alustada uue Flex Query Report loomist.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"699\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.38.12-1024x699.png\" alt=\"\" class=\"wp-image-1931\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.38.12-1024x699.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.38.12-300x205.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.38.12-768x525.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.38.12-1536x1049.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.38.12-2048x1399.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Seadista \"Cash Transactions\"<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\"Sections\" listist vali \"Cash Transactions\"\n<ol class=\"wp-block-list\">\n<li>Vali k\u00f5ik, v\u00e4lja arvatud \"Summary\"<\/li>\n\n\n\n<li>Vajuta \"Select all\"<\/li>\n\n\n\n<li>Vajuta \"Save\"<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"605\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.39.30-1024x605.png\" alt=\"\" class=\"wp-image-1932\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.39.30-1024x605.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.39.30-300x177.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.39.30-768x453.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.39.30-1536x907.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.39.30-2048x1209.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Seadista \"Trades\"<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\"Sections\" listist vajuta \"Trades\" ja vali k\u00f5ik.\n<ol class=\"wp-block-list\">\n<li>Choose only &#8220;Execution&#8221;<\/li>\n\n\n\n<li>Vajuta \"Select all\"<\/li>\n\n\n\n<li>Vajuta \"Save\"<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"616\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.40.10-1024x616.png\" alt=\"\" class=\"wp-image-1933\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.40.10-1024x616.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.40.10-300x180.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.40.10-768x462.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.40.10-1536x924.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.40.10-2048x1232.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Seadista \"Forex Balances\"<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\"Sections\" nimekirjast vali ainult \"Forex Balances\"\n<ol class=\"wp-block-list\">\n<li>Vali ainult \"Summary\"<\/li>\n\n\n\n<li>Vajuta \"Select all\"<\/li>\n\n\n\n<li>Vajuta \"Save\"<\/li>\n<\/ol>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"487\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-1024x487.png\" alt=\"\" class=\"wp-image-3905\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-1024x487.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-300x143.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-768x365.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-1536x731.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-2048x974.png 2048w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-18x9.png 18w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-10-15-at-20.55.10-360x171.png 360w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>&nbsp;<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>T\u00e4ida \"Delivery Configurations\" ja \"General Configuration\"<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Vali formaat: XML<\/li>\n\n\n\n<li>Vali periood: Last 30 Calendar Days.<\/li>\n\n\n\n<li>M\u00e4\u00e4ra Date Format: yyyy-MM-dd.<\/li>\n\n\n\n<li>M\u00e4\u00e4ra Time Format: HH:mm:ss.<\/li>\n\n\n\n<li>M\u00e4\u00e4ra Date\/Time Separator: ; (semikoolon)<\/li>\n\n\n\n<li>K\u00f5ik teised valikud: \"No\"<\/li>\n\n\n\n<li>Vajuta \"Save\"<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"622\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.44.00-1024x622.png\" alt=\"\" class=\"wp-image-1935\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.44.00-1024x622.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.44.00-300x182.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.44.00-768x466.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.44.00-1536x933.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.44.00-2048x1244.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Leia ja salvesta Query ID<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">Raporti loetelus kl\u00f5psa loodud raporti nimel.\nN\u00e4ed v\u00e4lja nimega Query ID.\nKopeeri see number Portfellow\u2019sse.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"553\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.42.35-1024x553.png\" alt=\"\" class=\"wp-image-1936\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.42.35-1024x553.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.42.35-300x162.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.42.35-768x415.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.42.35-1536x829.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/04\/Screenshot-2024-04-29-at-20.42.35-2048x1105.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Mine Flex Web Services seadistustesse<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Flex Queries lehelt kl\u00f5psa hammasratta ikoonil Flex Web Service Configuration k\u00f5rval.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"432\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/05\/Click-here-1024x432.jpg\" alt=\"\" class=\"wp-image-1985\" style=\"width:841px;height:auto\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Click-here-1024x432.jpg 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Click-here-300x127.jpg 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Click-here-768x324.jpg 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Click-here-1536x649.jpg 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Click-here-2048x865.jpg 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Salvesta Current Token<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Avanenud aknas m\u00e4rgi \"Flex Web Services Status\" linnukesega.<\/li>\n\n\n\n<li>Vali 1 Year kehtivuse perioodiks.<\/li>\n\n\n\n<li>J\u00e4ta IP address v\u00e4li t\u00fchjaks.<\/li>\n\n\n\n<li>Kl\u00f5psa \"Generate New Token\".<\/li>\n\n\n\n<li>Vajadusel kl\u00f5psa \"Save\".<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"367\" src=\"https:\/\/portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-07-at-17.34.55-1024x367.png\" alt=\"\" class=\"wp-image-1987\" srcset=\"https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-07-at-17.34.55-1024x367.png 1024w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-07-at-17.34.55-300x108.png 300w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-07-at-17.34.55-768x276.png 768w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-07-at-17.34.55-1536x551.png 1536w, https:\/\/www2.portfellow.com\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-07-at-17.34.55-2048x735.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Kinnita Current Tokeni salevstus<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Kui Activation Period on liiga l\u00fchike, kl\u00f5psa \"Generate New Token\" ja vali kehtivusajaks 1 year.\nKui eelmine token hakkab umbes aasta p\u00e4rast aeguma, tuleb see nupp uuesti vajutada.<\/li>\n\n\n\n<li>Kopeeri Current Token v\u00e4\u00e4rtus Portfellow\u2019sse.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Sisesta Flex Query ID ja Token vastavatesse v\u00e4ljadele Portfellow\u2019s.<\/strong><\/h3>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>","protected":false},"excerpt":{"rendered":"<p>Getting Query Id and Token Start creating new Flex Query Report Configure &#8220;Cash Transactions&#8221; Configure &#8220;Trades&#8221; Configure &#8220;Forex Balances&#8221; &nbsp; Fill &#8220;Delivery Configurations&#8221; and &#8220;General Configuration&#8221; Get and save the Query ID Go to Flex Web Services settings Enable Flex Web Services Save the Current Token Enter the Flex Query ID and Token to Portfellow<\/p>","protected":false},"author":1,"featured_media":2304,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"doc_category":[23],"doc_tag":[],"class_list":["post-2372","docs","type-docs","status-publish","has-post-thumbnail","hentry","doc_category-getting-started"],"aioseo_notices":[],"year_month":"2026-06","word_count":301,"total_views":"2699","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Portfellow","author_nicename":"admin","author_url":"https:\/\/www2.portfellow.com\/et\/author\/admin\/"},"doc_category_info":[{"term_name":"Getting 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