All integrationsAccounting & Finance
Interactive Brokers
Read Client Portal accounts, positions, balances, orders, trades and market data.
- actions
- 20
- triggers
- 4
Triggers
Start a workflow when something happens in Interactive Brokers.
- New orderRuns for each new order in Interactive Brokers. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
- Order changedRuns each time an order changes in Interactive Brokers. Changes made before the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
- New tradeRuns for each new trade in Interactive Brokers. Ones already there when the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
- Position changedRuns each time a position changes in Interactive Brokers. Changes made before the workflow is turned on don't start it. It can watch up to 4,000. How often it checks follows your workspace plan.
Actions
Steps a workflow can run in Interactive Brokers.
- List accountsPortfolio Accounts.
- List subaccountsList of Sub-Accounts.
- Get account metadataAccount Information.
- Get account allocationAccount Allocation.
- List positionsPortfolio Positions.
- Get positionPosition by Conid.
- Get account summaryAccount Summary.
- Get account ledgerAccount Ledger.
- Get contract positionsPositions by Conid.
- Get brokerage accountsBrokerage Accounts.
- List ordersLive Orders.
- Get order statusOrder Status.
- List tradesList of Trades for the selected account.
- Get market snapshotMarket Data.
- Get market historyMarket Data History.
- Get option strikesSearch Strikes.
- Get security definitionSecdef Info.
- Get futuresSecurity Futures by Symbol.
- Get stocksSecurity Stocks by Symbol.
- Get trading scheduleGet trading schedule for symbol.
No actions match that.
Automate Interactive Brokers with Lodol.
Connect Interactive Brokers, then hand Lodol the job in Slack, Claude or ChatGPT.
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