How do I connect Interactive Brokers to Kubera?
To connect your Interactive Brokers (IBKR) account, you'll first need to activate third-party services in your Interactive Brokers app.
To do this, follow the below steps:
- In Interactive Brokers, click on Settings (old version) or Performance & Reports (new version) > Third-Party Reports > Third Party Services and click the Configure (gear) icon.
- Enable Yodlee under the third-party services table and hit Save.
- Once enabled, you will get a Query ID & Token. Use these credentials to log in to IBKR in Kubera.
Note: The IBKR API has a known limitation: it only provides cash balances in the account's base currency to third-party applications. Despite multiple reports to both Yodlee and IBKR, no resolution has been offered. You have to track the other cash balances as manual asset entries.