Import your IBKR Lite portfolio

Copy the positions table in IBKR Lite, drop it here, check each line, confirm. About a minute, and no IBKR Lite password.

Import from IBKR Liteopen interactivebrokers.com
in ibkr litecopy the table

  1. Open your investments in IBKR Lite

    On interactivebrokers.com, go to Portfolio.

  2. Copy the positions table

    Select the whole table and press ⌘C (CtrlC on Windows). A screenshot works too: ⌘⇧4 on a Mac.

  3. Drop it into Portfolio Terminal

    Every line shows up before anything is saved. Fix a ticker, a quantity, a price or a date, then confirm.
the walkthrough plays in the import, filmed in IBKR Litewatch it
want your past too?history file

IBKR Lite exports your whole history: every purchase with its date, your sales and your dividends. Your curve and your yearly return then start where you did.

Performance & Reports›Statements›Activity

Choose a custom period from the day you opened the account, and CSV.

No file to export? In the import, paste your read-only Flex token and Flex Query ID instead: one click brings the same history. The token serves that one request and is never stored.

good to know
  • 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.
questions2 answered

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.

another app?

all import guides
Trade RepublicscreenshotRevolutscreenshot · history fileTrading 212screenshot · history file

after the importPortfolio trackerValue at riskDrawdown monitoringDividend tracker

Import from IBKR Lite