Parse
Upload your IBKR Lite file or paste statement text and let AI detect positions automatically.
IBKR Lite import guide
Import IBKR Lite Portfolio
IBKR Lite users can use the same trust-first import flow to move portfolio data into analytics without manual setup.
1,200+ portfolios tracked
100% local-first privacy
Setup in under 2 minutes
Verify
Review symbols, quantities, prices, and dates before anything is written to your portfolio.
Apply
Choose snapshot replace or additive merge and confirm import with full control.
Supported inputs
- IBKR Lite activity statement text
- CSV export from account reports
- Excel report converted from statement
- JSON account snapshot
- Screenshot of open positions
Import notes
- Ticker normalization helps avoid duplicate listing variants.
- Fractional shares and precision are preserved on parse.
- Review table confirms exactly what will be inserted or updated.
Quick tutorial for IBKR Lite
- Step 1
Download IBKR Lite report
Use account reports to export CSV from IBKR Lite activity or positions history.
- Step 2
Upload and parse
Import the file in onboarding and let the parser extract symbols, quantities, and prices.
- Step 3
Verify then apply
Review every line, fix any mismatch, then apply additive or snapshot import mode.
FAQ
Is IBKR Lite import different from standard Interactive Brokers import?
The workflow is the same, but this page is tuned for IBKR Lite users and report naming conventions.
Can I rerun IBKR Lite import without data loss?
Yes. Use additive for incremental updates, or snapshot when you intentionally want to replace current positions.
Ready to import your IBKR Lite portfolio?
Free, no credit card, takes less than 2 minutes