Articles on: Positions and Transactions

How do I add Interactive Brokers trade data?

To add Interactive Brokers trade data you can download the trading activity statement from Interactive Brokers and simply drag and drop it into the upload panel to add the data to your portfolio

A point to remember:

Interactive Brokers will only let you download data files for one-year periods, so if you require multiple years you will need to repeat this process for each relevant period.

Updated on: 16/03/2023

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