Log daily Interactive Brokers trades to a Google Sheets journal
Ready for 3.0What this workflow does
This workflow has 9 nodes and runs on a schedule (cron 0 8 * * *). Along the way it connects Google Sheets. It also calls gdcdyn.interactivebrokers.com over HTTP.
How it runs
Trigger: On a schedule (cron 0 8 * * *).
- 1. Request Flex Report (HTTP Request): calls gdcdyn.interactivebrokers.com
- 2. Extract Reference Code (Code): runs custom JavaScript code
- Wait: waits 10 seconds
- 3. Download Report (HTTP Request): calls gdcdyn.interactivebrokers.com
- 4. Convert XML to JSON (XML): converts between XML and JSON
- 5. Split Trades (Split Out): splits a list into separate items
- 6. Format Trade Fields (Edit Fields (Set)): sets 11 fields: tradeDate, symbol, quantity…
- 7. Save to Google Sheet (Google Sheets): append or update
Services it uses
HTTP calls to: gdcdyn.interactivebrokers.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - Wait
n8n-nodes-base.wait - Split Out
n8n-nodes-base.splitOut - Edit Fields (Set)
n8n-nodes-base.set - Google Sheets
n8n-nodes-base.googleSheets - Schedule Trigger
n8n-nodes-base.scheduleTrigger - XML
n8n-nodes-base.xml
From the author
Automated Trade Report from Interactive Brokers This workflow is aimed at traders who use Interactive Brokers. It automatically retrieves the trades made in IBKR on a daily basis and writes them to a Google Sheet, so that anyone can easily perform further…