Automate Interactive Brokers reports into cloud storage
Couchdrop helps advisory and operations teams collect IBKR statements, Flex Queries, and reporting files over FTP/SFTP and route them into storage-backed workflows.
Category
Finance & Capital Markets
Type
Platform
Integrate Interactive Brokers with Couchdrop
How it works
Investment operations teams often need broker files for reconciliations, portfolio reporting, compliance, and client-service workflows. Couchdrop can collect recurring IBKR files, organize them by account or report type, and hand copies to downstream tools or internal folders.
Automations reduce manual downloads and help teams keep a consistent archive for review, replay, and exception handling.
Capabilities
- Receive IBKR reports and files via SFTP or FTP
- Route statements, Flex Queries, and PortfolioAnalyst files to cloud storage
- Organize files by account, report type, or date
- Archive originals for reconciliation and audit
- Trigger downstream reporting and exception workflows
Getting started
Couchdrop can connect with Interactive Brokers FTP/SFTP once the relevant file delivery or collection methods have been enabled.
- Create a Couchdrop endpoint and map it to the storage folder used for IBKR reporting files.
- Configure IBKR FTP/SFTP access for the required statement, Flex Query, or feed outputs.
- Use automations to route, archive, and notify operations teams as files arrive.