Interactive Brokers portfolio tracker
Import your IBKR trades and get clear tax reports, dividend tracking, and portfolio analytics on top of Interactive Brokers' powerful trading platform.
- Import Interactive Brokers CSV activity statements
- Capital gains reports with short-term and long-term classification
- Wash sale detection across all IBKR trades
- Dividend income tracking with tax classification
- Combine IBKR with other broker accounts in one view
Everything you need
IBKR import
Upload your Interactive Brokers activity statement CSV and have all your trades, dividends, and fees imported automatically.
Tax reports
Generate capital gains reports with short-term and long-term classification, multiple cost basis methods, and wash sale detection.
Dividend tracking
Track dividend income from your IBKR holdings with qualified vs ordinary classification for US tax purposes.
Multi-broker view
Combine your Interactive Brokers portfolio with holdings from other brokers in one consolidated dashboard.
How it works
Export from Interactive Brokers
In IBKR, go to Reports and export your activity statement as a CSV file covering the period you want to import.
Upload the CSV
Upload the activity statement CSV to TrackMyShares. Your trades, dividends, and fees are parsed and imported automatically.
Track and report
View your portfolio performance, track dividends, and generate tax reports with short-term and long-term classification.
Why track Interactive Brokers with TrackMyShares?
- Complements IBKR's powerful trading platform with simplified portfolio analytics and tax reports
- Clear, easy-to-read tax reports with short-term and long-term classification
- Dividend income tracking with qualified vs ordinary classification
- Combine IBKR with other broker accounts for a complete portfolio picture
- Affordable Pro plan, with a free tier to get started
Frequently asked questions
- How do I export my data from Interactive Brokers?
- In IBKR, go to the Reports section, select Activity Statement, choose your date range, and export as CSV. Upload this file to TrackMyShares.
- What cost basis methods are supported?
- TrackMyShares supports FIFO (first in, first out), LIFO (last in, first out), and specific identification methods, so you can match the method you use with your broker.
- Does it handle options trades from IBKR?
- TrackMyShares currently focuses on stock and ETF transactions. Options trades may not be fully supported. Check the import preview to verify which transactions are recognized.
- Can I combine IBKR with other brokers?
- Yes. You can import from multiple brokers including Robinhood, Webull, Fidelity, Schwab, and eToro, and see everything in one consolidated view.
- Is it free to use?
- Yes. The free plan lets you track up to 20 holdings. Upgrade to Pro for unlimited holdings and advanced features like performance benchmarks and tax-loss harvesting.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for investors across US and Australian markets.