flex_parse_cash_txns
Extract cash transaction records from Interactive Brokers Flex XML reports, filter by transaction type, symbol, or date, and get counts and totals.
Instructions
Extract cash transaction records from a Flex XML report.
Common transaction_type values: Dividends, "Withholding Tax", "Broker Interest Paid", "Broker Interest Received", "Other Fees".
Args: xml_content: Raw Flex XML string. transaction_type: Filter by transaction type substring (case-insensitive, optional). symbol: Filter by symbol (optional). from_date: Earliest date, YYYY-MM-DD (optional). to_date: Latest date, YYYY-MM-DD (optional).
Returns JSON: {"count": N, "total_amount": "...", "transactions": [...]}
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | No | ||
| to_date | No | ||
| from_date | No | ||
| xml_content | Yes | ||
| transaction_type | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |