Import your Interactive Brokers portfolio

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

Import from Interactive Brokersopen interactivebrokers.com
in interactive brokerscopy the table

  1. Open your investments in Interactive Brokers

    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 Interactive Brokerswatch it
want your past too?history file

Interactive Brokers 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
  • Multi-currency values remain visible during verification.
  • Fractional shares are supported for compatible assets.
  • Review step confirms exactly what will be inserted or updated.
questions2 answered

Can I import Interactive Brokers with multiple currencies?

Yes. The parser keeps currency context and you can verify values before final confirmation.

How long does Interactive Brokers import take?

Most imports complete in a few minutes depending on file size and any manual corrections during review.

another app?

all import guides
eTorocopy the tableBoursoramacopy the tableSaxocopy the table

after the importPortfolio trackerValue at riskDrawdown monitoringDividend tracker

Import from Interactive Brokers