Setup steps (one time only):
1. Log in to IBKR Portal → Reports → Flex Queries
2. Create a new Flex Query → select Trades section → enable all fields
3. Set format: XML, Period: Last 365 Days
4. Save → click Generate → copy the Query ID
5. Go to Settings → Flex Web Service → get your Token
6. Paste both below and click Save.
This query runs separately to pull your open positions (NFLX, AUR etc.) on every sync.
📥 Manual Import (XML or CSV):
XML: Flex Queries → → next to FuturesEdge → paste below CSV: IBKR → Statements → Activity → download CSV → paste below
Supports multiple years — import each file one at a time.
Connect Interactive Brokers for one-click trade import
🔑 Step 1 — Generate Flex Token
1. Log in to IBKR Client Portal
2. Go to Performance & Reports → Flex Queries
3. Open Flex Web Service Configuration
4. Enable Flex Web Service
5. Click Generate a New Token
6. Select expiration (recommend 1 year)
7. Copy token → paste into FuturesEdge Settings
📋 Step 2 — Create Flex Query
1. Return to Flex Queries
2. Create a new Activity Flex Query
3. Name it: FuturesEdge Sync
4. Enable Trades → Executions → Select All
5. Set format to XML
6. Save and copy the Query ID
7. Paste Query ID into FuturesEdge Settings
✅ Once Connected
Click ⚡ Sync Now in the top bar → trades import automatically. Duplicates are detected and skipped.
⚠️
Drawdown / Target Tracker
Track prop firm drawdown limits in real time
📉
Trailing EOD
Floor updates end of day at balance highs. Used by MFF, Lucid.
⚡
Trailing Intraday
Floor updates in real time as balance grows. More restrictive.
🔒
Static
Floor never moves. Fixed max loss. Simple to track.
⚠️ Keep DD Floor Updated After Profitable Days
For Trailing EOD — your prop firm moves the floor up after profitable days. Update DD Floor and Peak Balance in Settings → Manage Accounts to match your prop firm dashboard.
🚫
Known Limitations
What FuturesEdge cannot do — and why
🏦
No auto-sync for prop firm accounts (MFF, Lucid, Apex, Topstep)
Prop firm Tradovate accounts block all third-party API access. Use CSV import or manual entry instead.
📱
Bookmarklet doesn't work on mobile browsers
Mobile browsers block JavaScript bookmarklets. Use the popup page URL as a home screen shortcut instead.
📊
No TradingView auto-detect
TradingView obfuscates all CSS class names and changes them constantly.
🔄
DD Floor must be manually updated for trailing accounts
Since prop firm APIs are inaccessible, FuturesEdge cannot auto-update your DD floor when it trails up.
❓ Quick FAQ
Can I use FuturesEdge for both prop firm and personal accounts?
Yes — add as many accounts as you need. Each tracks separately with its own DD settings, P&L, and stats.
How do I import trades from my prop firm broker?
Download a CSV from Tradovate and use the Import CSV button top-right of the Futures page.
Why does Allowance Left look wrong?
Check DD Allowance matches your actual limit. Update DD Floor and Peak Balance in Settings after profitable days.
Is my data saved securely?
All data is in your own private Supabase database. Nobody else can access your trades or account details.