Interactive Brokers portfolio tracker
Import your Interactive Brokers trades and see what your money really earned, next to every other broker you use.
See what your money really earned
Interactive Brokers shows you what your account is worth. Stonksfolio shows how well the money did: a time-weighted return that ignores the timing of your deposits, a net return in money, and how much of it came from exchange rates.
- Trades, synced automatically
- Dividends from the Cash Transactions section
- Every currency your account holds
- Read-only access you can revoke at any time
Interactive Brokers and the rest, in one place
If you also invest through another broker, add it next to Interactive Brokers and see one total and one return across all of them.
Import from Interactive Brokers in a few minutes
- In the IBKR Client Portal, open Performance & Reports → Flex Queries.
- Create an Activity Flex Query. In the Trades section, pick Execution and the fields Symbol, ISIN, Trade ID, Trade Date, Buy/Sell, Quantity, TradePrice, IB Commission and Currency.
- Under Delivery Configuration, set the period to Last 365 Calendar Days and the format to CSV, then save the query and copy its Query ID.
- Open Flex Web Service Configuration, switch the service on and copy the current token.
- Paste the Query ID and the token into your portfolio settings in Stonksfolio and click Test Connection. New trades are picked up automatically from then on.
Each step is explained in more detail in IBKR Flex Query for portfolio tracking and the Interactive Brokers import guide.
Interactive Brokers specifics
Read-only
Flex Queries can only read. They can't place trades or change anything in your account, and you can revoke the token from the Client Portal.
Automatic sync is a Pro feature
On the free plan you can still upload a Flex Query export by hand.
Tokens expire
When the token expires, Stonksfolio stops syncing and shows a banner on the portfolio. Paste a new token and the sync resumes.
Questions
Can Stonksfolio place trades in my IBKR account?
No. A Flex Query is a read-only report. It can't place orders or move money.
How long until a new trade shows up?
Usually the next business day. IBKR refreshes its activity statements once a day at market close.
Do I need the Pro plan?
Automatic sync is part of Pro. On the free plan you can upload a Flex Query export by hand.
Are dividends imported?
Yes, if you add the Dividends fields from the Cash Transactions section to the Flex Query.
Bring your Interactive Brokers portfolio over
It's free to start and you don't need a credit card.