Can I track my Interactive Brokers portfolio with AllInvestView?

Yes! AllInvestView fully supports Interactive Brokers portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Interactive Brokers investments.

Can I generate tax reports for my Interactive Brokers investments?

Yes, AllInvestView provides comprehensive tax reporting for Interactive Brokers portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Interactive Brokers Portfolio Tracker

Master Your Interactive Brokers Portfolio in One Dashboard

Interactive Brokers is the go-to platform for serious traders, offering access to 150+ markets worldwide with professional-grade tools and margin rates.

US Est. 1978 SEC FINRA FCA ASIC MAS CIRO SFC

Access to 150+ markets in 33 countries from a single account

Industry-lowest margin rates starting at 5.83%

Professional-grade Trader Workstation (TWS) platform

Multi-currency accounts with competitive FX conversion

Fractional shares and automated rebalancing

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Interactive Brokers Does Well

Access to 150+ markets in 33 countries — the widest global coverage of any retail broker

Extremely competitive margin rates and forex conversion fees

Professional-grade trading platform (TWS) with advanced order types

Supports stocks, options, futures, forex, bonds, funds, and crypto in one account

Strong regulatory standing (SEC, FCA, MAS, ASIC) with SIPC/FSCS protection

When Does an External Tracker Add Value?

Complex reporting interface makes it hard to get a quick portfolio overview

AllInvestView turns your IBKR data into clean, visual dashboards with instant performance metrics and allocation charts.

Activity statements and Flex Queries can be overwhelming to parse

Our automatic sync imports all your IBKR trades seamlessly — no need to manually generate or upload reports.

Tracking performance across multiple sub-accounts and currencies is difficult

AllInvestView consolidates all your IBKR accounts and converts to your base currency for a unified portfolio view.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

Interactive Brokers vs AllInvestView — Feature Comparison

See what Interactive Brokers's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	Interactive Brokers Built-in	+ AllInvestView
Performance Analytics	PortfolioAnalyst with basic benchmarking	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Flex Query tax reports and 1099-B	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dashboard Simplicity	Complex TWS interface with steep learning curve	Clean, visual dashboards with instant portfolio overview
Multi-Broker View	Not available — IBKR accounts only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Basic dividend data in statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Risk Navigator with VaR and scenario analysis	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios in a simpler interface
Options Analytics	Advanced options tools in TWS with Greeks and strategies	Simplified options P&L tracking with Greeks, payoff diagrams, and expiration calendar
Correlation Analysis	Available in Risk Navigator	One-click correlation matrix with visual diversification heatmap

See Your Entire Portfolio at a Glance

Get the complete picture of your Interactive Brokers investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your Interactive Brokers holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your Interactive Brokers portfolio instantly. Supports 14+ countries with multiple cost basis methods.

FIFO, LIFO, specific identification, and average cost
Automatic wash sale detection
Short-term vs long-term capital gains split
Export as PDF or CSV for tax filing

Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, and sparkline trends

Every Holding, One Clean Table

See all your Interactive Brokers positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

Company logos, real-time prices, and sparklines
Cost basis, market value, and unrealized P&L
Sort and filter by any column
Multi-broker holdings in one unified table

Try the Live Demo

Explore a real portfolio — no signup needed

Tax Reporting for US Investors

Generate Schedule D-ready capital gains reports from your Interactive Brokers portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.

Compatible with Interactive Brokers 1099-B data

Automatic wash sale rule detection

IRA and Roth IRA contribution tracking

Short-term vs long-term capital gains split

Interactive Brokers

Auto-Sync Available

Connect Interactive Brokers Step-by-step auto-sync setup

Import from Interactive Brokers CSV export & upload guide

Start Free Trial Track Interactive Brokers in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Interactive Brokers

US • Est. 1978 • Regulated by SEC, FINRA, FCA, ASIC, MAS, CIRO, SFC

Asset Types StocksETFsOptionsFuturesBondsForexMutual FundsCrypto

Account Types IndividualJointIRARoth IRATrustCorporate

Currencies USDEURGBPCHFCADAUDJPYHKDSGD

Fees Tiered: US stocks from USD 0.0035/share (min USD 0.35); Fixed: USD 0.005/share (min USD 1). IBKR Lite offers zero commission on US stocks.

Best For Serious traders • Global investors • Options and futures traders • Professionals needing multi-currency accounts

How to Import Your Interactive Brokers Portfolio

Getting your Interactive Brokers data into AllInvestView takes less than 2 minutes. Here's how:

Export from Interactive Brokers

In IBKR, go to Performance & Reports > Flex Queries or use Activity Statements. Export as CSV. We support both Flex Query and standard statement formats.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Interactive Brokers's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

Similar Brokers to Interactive Brokers

Investors using Interactive Brokers also track these brokers with AllInvestView:

Schwab

Fidelity

E*TRADE

DEGIRO

Saxo Bank

tastytrade

Track All Your Brokers Together

Got investments at multiple brokers? AllInvestView consolidates everything into one view:

Robinhood

Schwab

Vanguard US

Webull US

Webull Canada

E*TRADE

Interactive Brokers

Trading 212

DEGIRO

Freetrade

Revolut

TradeStation

Tradier

Questrade

Wealthsimple

Alpaca

Swissquote

TradeStation Global

Lynx

BUX

Stake AUS

Stake UK

Commsec

Binance

Coinbase

Kraken

Unocoin

Upstox

Zerodha

moomoo

Trade Republic

Scalable Capital

eToro

XTB

Lightyear

Flatex

Bitpanda

Saxo Bank

Plus500

Capital.com

Hargreaves Lansdown

interactive investor

Nutmeg

SoFi

Ally Invest

Merrill Edge

Firstrade

Acorns

Fidelity

Chase

Wells Fargo

AJ Bell

TD Direct Investing

Empower

tastytrade

Public

Browse all 57 supported brokers →

Interactive Brokers Portfolio Tracking FAQ

Does AllInvestView support Interactive Brokers Flex Queries?

Yes! You can either use our automatic SnapTrade sync or manually import IBKR Flex Query and Activity Statement CSV files.

Can I track my IBKR options and futures in AllInvestView?

Yes. AllInvestView supports stock, ETF, and options tracking from Interactive Brokers. Your options positions are imported with strike prices, expiry dates, and P&L.

How does AllInvestView handle IBKR multi-currency accounts?

AllInvestView automatically detects the currency of each position and converts everything to your chosen base currency for accurate total portfolio performance.

How do I get my Interactive Brokers data into AllInvestView?

In IBKR, go to Performance & Reports > Flex Queries or use Activity Statements. Export as CSV. We support both Flex Query and standard statement formats.

Does AllInvestView sync with Interactive Brokers automatically?

Yes! AllInvestView can automatically sync with Interactive Brokers through our secure broker integration. Your portfolio stays up-to-date without manual imports.

Can I track Interactive Brokers and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Interactive Brokers, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support all asset types from Interactive Brokers?

Yes! AllInvestView supports all asset types available at Interactive Brokers—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.