Parse
Upload your Interactive Brokers file or paste statement text and let AI detect positions automatically.
Interactive Brokers import guide
Import Interactive Brokers Portfolio
Interactive Brokers reports can be dense. This import flow extracts the core portfolio fields and keeps you in control before sync.
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
- Interactive Brokers activity text
- CSV export from statements
- Excel report file
- JSON extract from account data
- Screenshot of current positions
Import notes
- Multi-currency values remain visible during verification.
- Fractional shares are supported for compatible assets.
- Review step confirms exactly what will be inserted or updated.
Quick tutorial for Interactive Brokers
- Step 1
Generate IB statement
From Reports, export an Activity Statement or Flex Query in CSV format.
- Step 2
Import in onboarding
Upload the report, then let Smart Import parse securities, quantity, and cost basis values.
- Step 3
Confirm with mode selection
Use additive for updates or snapshot for full replacement, then apply the import.
FAQ
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.
What you can monitor after import
Portfolio tracker
Use the imported holdings inside the broader portfolio review workflow.
Value at Risk
Add a downside estimate once the holdings are in place.
Drawdown monitoring
Track peak-to-trough losses with more context than a raw statement export.
Dividend tracker
Keep portfolio income visible alongside holdings and risk.
Ready to import your Interactive Brokers portfolio?
Free, no credit card, takes less than 2 minutes