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task_boiler [2023/04/17 04:28] – [Ref] rajutask_boiler [2024/01/22 22:50] raju
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 Start the first heading with "=====" Start the first heading with "====="
  
-===== Cost basis report in IBKR ===== +===== Issue ==== 
-==== Task ==== +barrons.com is giving the following error. 
-The goal here is to generate a cost basis report in IBKR which tells when a particular security is bought and for how much.+<code> 
 +You have been blocked.
  
-tags | ibkr how to find when I bought a stock+Why? 
 +Something about the behaviour of the browser has caught our 
 +attention.
  
-==== Solution ==== +There are various possible explanations for this: 
-Create custom report called cost_basis +* You are browsing and clicking at speed much faster than 
-<code> +  expected of a human being. 
-IBKR portal -> Performance & Reports -> Statements +* Something is preventing JavaScript from working on your 
--> Custom statements -> click on the '+' sign +  computer. 
--> Statement Details -> State Name = cost_basis +* There is a robot on the same network (IP WW.XX.YY.ZZ) as you. 
--> Sections -> select "Account Information", "Cash Report", "Open Positions" + 
--> Set "Hide Details for Positions, Trades and Client Fees Sections?" to NO +Having problems accessing the siteSubmit feedback. 
--> Delivery Configuration -> Period = Daily +ID: a-b-c-d-e
--> Continue+
 </code> </code>
-and run it. 
-<code> 
-IBKR portal -> Performance & Reports -> Statements 
--> Custom statements -> Run the cost_basis report by clicking on the 
-"right arrow" button -> set the Date to today if you want to see the 
-cost basis for today's holdings, or set it to a date in the past to see 
-the holdings as they were back then. 
-</code> 
- 
-==== Ref ==== 
-  * https://www.reddit.com/r/interactivebrokers/comments/idaaes/where_can_i_see_when_i_bought_a_certain_stock/ -> Zr40's answer. This is where I found the hack in the first place. I just made the instructions a bit more explicit. 
  
task_boiler.txt · Last modified: 2024/01/23 22:55 by raju