Interactive Brokers: Automating collection of client account position without TWS/IB Gateway

External question — Quantitative Finance Stack Exchange Author: Jad S Original post: https://quant.stackexchange.com/questions/37662 License: CC BY-SA 3.0 — https://creativecommons.org/licenses/by-sa/3.0/ Adaptation: HTML converted to plain text; contact email addresses removed. I'm trying to create a dashboard where I can show my clients their account positions, updated on a daily basis. I know IB offers the TWS/IB Gateway solution however I'm looking for a more lightweight way to automate the collection of account position data on a daily basis. My issue with TWS/IB Gateway is that they need to be installed and run with a GUI, which makes it difficult to do so using a headless server (e.g. using AWS). I've considered parsing account statements using ib-flex-analyzer (I believe they are HTML) however I'm not sure how I would automatically download all individual the account statements in the first place.

External answer — Quantitative Finance Stack Exchange Author: Enrico Schumann Original post: https://quant.stackexchange.com/a/37677 License: CC BY-SA 3.0 — https://creativecommons.org/licenses/by-sa/3.0/ Adaptation: HTML converted to plain text; contact email addresses removed. IB has something called "Flex Web Service", which allows you to download flex queries without being logged in; see Using the Flex Web Service . The R package IButils , which I maintain, has a function flex_web_service , which allows you to download queries. In R, you could write: library("IButils") flex_web_service(file = "~/my_files/my_report.csv", token = "12345678901234567890", query = 123) This would download your flex query 123 and store it under the specifed file name.