IBKR Flex Web Service v3 may ignore previous “Last N days” query setting until the new Flex query is recreated

[pavelstovicek]

Summary

After upgrading to the current version of ibflex, which uses the IBKR Flex Web Service v=3 endpoint, I noticed that one of my existing predefined Flex queries started returning only the last business day. Previously, the same predefined query returned my expected time scope, which was 365 days.

Workaround

Create a new Flex query in IBKR Client Portal with the desired report period, then use the new Query ID / Reference Code with ibflex.

In my case, recreating the query restored the expected 365-day report period.

Notes

This is no an ibflex bug. It may be related to how IBKR handles existing predefined v=2 Flex queries when using the new Flex Web Service v=3.

The Flex Web Service API request itself appears to expose only parameters such as token, query ID, and version. I did not find a way to pass the report period directly through ibflex or the Flex Web Service request.

[bobwilkinson20]

I saw the same issue on ibflex 1.1 against the v3 ndcdyn/AccountManagement endpoint. The legacy gdcdyn/Universal endpoint returns my full saved "Last N Calendar Days" window, while the v3 endpoint collapses it to a single day. Recreating the query (suggested above) didn't help me — a brand-new query still returned 1 day on v3.

What does work: the p= SendRequest override that IBKR documents but ibflex doesn't send (also fd=yyyymmdd&td=yyyymmdd, both up to 365 days). p=90 reliably returns the full window. Since client.download() hardcodes the params, I reimplemented just the SendRequest and reused ibflex's helpers for the rest:

import time, requests
from ibflex import client, parser

def download_with_period(token, query_id, period_days, max_tries=5):
    resp = requests.get(
        client.REQUEST_URL,
        params={"v": "3", "t": token, "q": query_id, "p": str(period_days)},
        headers={"user-agent": "Java"}, timeout=30,
    )
    stmt = client.parse_stmt_response(resp)
    if isinstance(stmt, client.StatementError):
        raise client.ResponseCodeError(stmt.ErrorCode, stmt.ErrorMessage)
    status, tries = 0, 0
    while status is not True:
        time.sleep(status)
        tries += 1
        resp = client.submit_request(url=stmt.Url or client.STMT_URL, token=token, query=stmt.ReferenceCode)
        status = client.check_statement_response(resp)
        if status is not True and tries > max_tries:
            raise client.StatementGenerationTimeout("Exceeded max number of tries")
    return parser.parse(resp.content)

Would you be open to download() taking optional period/fd/td kwargs so callers don't have to reimplement this? Happy to send a PR.

[csingley]

Why sure

[bobwilkinson20]

Done - opened #111.

[csingley]

Closed by #111

[tarioch]

@csingley any chance of getting this released to pypi?