Interactive Brokers Interactive Brokers Import Guide

How to Import Interactive Brokers Trades into AllInvestView

Follow these simple steps to export your Interactive Brokers trading history and import it into AllInvestView for comprehensive portfolio tracking, tax reporting, and analytics.

Auto-Sync Available

Interactive Brokers also supports automatic portfolio sync via SnapTrade integration. Set up auto-sync instead

Step 1: Export Your Interactive Brokers Trading History

  1. Log in to Client Portal (portal.interactivebrokers.com)
  2. Go to Performance & Reports > Flex Queries (or Statements > Activity)
  3. Create a new Flex Query or select Activity Statement
  4. Choose your date range and CSV output format
  5. Download the generated report

Expected CSV Format

Symbol | Date/Time | Quantity | T. Price | Proceeds | Comm/Fee | Basis | Realized P&L | Code

Step 2: Import into AllInvestView

  1. Go to AllInvestView Import Tool (or click Import from your dashboard)
  2. Drag and drop your Interactive Brokers CSV file, or click to browse
  3. AllInvestView automatically detects the Interactive Brokers format and maps all columns
  4. Review the imported trades and confirm — your Interactive Brokers portfolio is now tracked!

Common Issues & Solutions

Multiple CSV formats

IBKR offers Flex Queries and Activity Statements. AllInvestView supports both formats automatically.

Multi-currency trades

IBKR trades in multiple currencies. AllInvestView preserves the original trade currency and converts for reporting.

Options and futures

Options trades are imported with strike price, expiry, and put/call type. Futures may need manual adjustment.

Ready to Import Your Interactive Brokers Portfolio?

Start tracking your Interactive Brokers investments with professional analytics, tax reports, and dividend tracking — all free.

Import Interactive Brokers Trades Free

Frequently Asked Questions

Can I auto-sync Interactive Brokers?
Yes! AllInvestView supports automatic portfolio sync with Interactive Brokers via our SnapTrade integration. Go to Settings > Broker Sync to connect.
Which IBKR statement format works best?
The Activity Statement in CSV format works well. For more control, use a custom Flex Query with Trades and Dividends sections.
Are corporate actions (splits, mergers) included?
Yes, corporate actions from IBKR statements are detected and processed. Stock splits automatically adjust your position.
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Set up auto-sync instead of manual CSV import