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Get account summary

IBKR knowledge base

Get account summary

Retrieve account-level values for reporting and diagnostics.

IntermediateDraft

Updated May 30, 2026

accountsummarydiagnostics

Purpose

Inspect account metadata and balances for technical reporting.

Requirements

Connected IBKR session
Read-only workflow

Notes

Treat account values as sensitive. Do not paste private account data into public questions.

Contributors

Maintainers

Knowledge base

IBKRCurated references for TWS, IB Gateway, API setup, data, positions, orders, and common errors.PythonCurated Python references for data workflows, time series, exports, and analytics.SnippetsFocused, copyable snippets for common Python and IBKR tasks.ReferenceGlossary, common errors, security notes, code style, and package references.Glossary

IBKR docs

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Purpose

Requirements

Notes

Contributors

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