Interactive Brokers Options Portfolio Analyzer & Tracker

Connect your IBKR account and unlock a complete options analytics dashboard — income tracking, position management, and expiry planning in one place.

Interactive Brokers is a powerful platform for executing options trades, but its built-in analytics weren't designed for systematic income sellers. Days to Expiry fills the gap. Connect via Flex Query and get a dedicated options portfolio tracker that shows premium collected, annualized ROI, coverage status, and roll alerts — all updated automatically with a daily sync from IBKR.

Live broker sync, true cost basis after rolls. No card.

Interactive Brokers live connection showing synced portfolio data, income dashboard, and position analytics

Problem

IBKR's Built-In Tools Weren't Built for Options Income Sellers

Dense Activity Statements — Raw trade data with no income summary, premium-collected view, or roll history

No Income Dashboard — Portfolio Analyst shows total P&L but has no concept of premium earned over time or per strategy

CSV Export Friction — Every analysis requires a manual export; your data is always a day behind

No Expiry Calendar — IBKR shows positions but doesn't organise them by DTE or flag rolls approaching your exit rules

Solution

Everything You Need from an IBKR Options Integration

Direct Flex Query Sync

Set up once; trades appear automatically — no exports, no uploads, no manual entry ever again.

Options Income Dashboard

Total premium received, net P&L after buybacks, annualized yield, and win rate by strategy and ticker.

Roll Alerts & Take-Profit Rules

Open contracts flagged Decide now, Review soon, or Monitor, with alerts when positions hit your take-profit rules.

Coverage Intelligence

Know which holdings are fully covered, partially covered, or uncovered — at a glance.

Income dashboard showing premium collected over time, per-ticker breakdown, and strategy allocation

How it works

Get started in 3 simple steps

Generate Your IB Flex Query

Create an Activity Flex Query in IBKR Client Portal. Select the Trades, Open Positions, Cash Report, Cash Transactions, and NAV sections. Copy your token and query ID.

Connect to Days to Expiry

Paste your token and query ID into Days to Expiry. The system imports the options trades your Flex Query covers — up to the last 365 days — within minutes.

Review Your Dashboard

See your income dashboard, position analytics, roll alerts, and coverage status — all synced daily from your IBKR data.

Key Metrics

Setup

Flex token + Query ID

Sync Frequency

Daily auto

Data Imported

Last 365 days

Manual Entry

Zero

Related Resources

Options Income Tracker

Track every dollar of premium collected from your IBKR account

Learn more

Options Portfolio Tracker

Full portfolio view with roll alerts and position detail

Learn more

IBKR Options Tracker

Alternative integration guide and feature overview

Learn more

Pricing

Live broker sync, true cost basis after rolls. No card.

Learn more

Frequently Asked Questions

Everything you need to know about getting started

How does the Interactive Brokers integration work?

Days to Expiry connects to IBKR via the Flex Query API. You generate a Flex Query in IBKR Account Management, copy the token and query ID, and paste them into Days to Expiry. From that point on, your trade history syncs automatically — no manual exports or CSV uploads needed.

Is my IBKR login credential shared with Days to Expiry?

No. We never see your IBKR username or password. You only share a read-only Flex Query token that grants access to your trade history — not your account credentials. You can revoke this token at any time from IBKR Account Management.

What data is imported from IBKR?

All options trades, open positions, assignments, expirations, and corporate actions. The system normalises commissions, splits, and currency conversions automatically. The first sync covers your Flex Query period (up to the last 365 days); history keeps accumulating with every sync after that.

Can I use Days to Expiry with brokers other than Interactive Brokers?

Yes. While we offer native IBKR integration, you can manually import trades from any broker using our CSV template. The analyzer, calculator, and screener tools work independently of your broker.

Ready to Get Started?

Join traders who are already using our tools to make better decisions.

Live broker sync, true cost basis after rolls. No card.