FAQ
Frequently asked questions
Clear answers for setup, imports, wheel-cycle tracking, billing, and account questions.
IBKR
Why do I need two Flex Reports?
Wheelytics uses two separate Flex Reports to import your options trade data from Interactive Brokers (IBKR):
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Activity Flex Query – used both for initial historical import and for daily background syncs. This query helps capture trades that may appear in the report outside of market hours (e.g., on weekends or after expiration events). You can set any date range, but the report must include all required trade fields for proper processing. We recommend selecting “Last 365 Calendar Days” for the broadest coverage.
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Trade Confirmation Flex Query – used for importing real-time trade updates during market hours. It runs automatically once per hour while markets are open.
Using both reports ensures complete, reliable, and continuous tracking of your options trades — including delayed or off-hours activity.