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MoneyMoney-IBKR Extension

Inofficial IBKR Extension for MoneyMoney and EUR Accounts.

Release Notes

0.2

Attention: You must extend your Flex query Statement Of Funds

  • Support Statements
  • Quote XML Chars
  • Ignore 'ADJ' activities in Statements
  • Fix (some) foreign currencies issues

0.1

  • Initial Version

Setup

  1. Download the extension via GitHub https://github.com/krambox/moneymoney-ibkr/releases

  2. Once downloaded, move ibkr.lua to your MoneyMoney Extensions folder.

  3. Setup a IBKR Flex Query and activate Flex-Web-Service

    1. Flexquery Section
    2. Flexquery NAC 3. Flexquery Open Positions 4. Flexquery Statement Of Funds 4. Flexquery Configuration

  4. Use the Flex Query ID as User and the Flex-Web-Service token as password

  5. Add a new account with the type IBKR

  6. The extension provides 2 accounts. One AccountTypePortfolio for the open positions and one AccountTypeOther for the cash balance.