Harmonized Trades
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The token can only read reports. It can't trade or move money, and we never see your IBKR password. We store the token encrypted, and you can turn it off in IBKR at any time.
IBKR doesn't offer that to apps like ours. This is the same method TradesViz and TradeZella use.
The next morning. IBKR publishes the report after the market closes.
Yes. Use the paper login's own token and query.
We expect so. Tell us if it doesn't work.
Reuse the same token. Generating a new one disconnects the other app.
US stocks and options. Futures, forex and non-USD trades are skipped and counted.
Generate a new token for one year and paste it under Settings → Brokerage → Interactive Brokers → Update token. See Renewing your token.
In the app: Settings → Brokerage → IBKR → Unlink. In IBKR, you can also turn off Flex Web Service.
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Harmonized Trades is a trade-journaling and analytics tool. It does not provide investment advice, recommendations, or signals. Trading involves risk of loss.