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Interactive Brokers CSV Import Guide

Export an Interactive Brokers Flex Query or activity statement as CSV, then import in your browser. Step-by-step guide — no uploads.

Not IBKR login — CSV import guide

Looking for Client Portal login? This page imports your exported trades — it is not the IBKR website. Open IBKR Client Portal →

Export IBKR trades in 3 steps (Flex Query or Activity Statement)

  1. In IBKR Client Portal → Performance & Reports → Flex Queries (or download an Activity Statement CSV).
  2. Include columns: Symbol, Quantity, T.Price, Proceeds, Comm/Fee (or Commission).
  3. Drop the CSV below — parsing runs in your browser; your ledger is not uploaded to our servers.
Common Flex Query issues (expand)
  • Use CSV output — PDF/HTML statements will not parse.
  • Multi-currency accounts: keep the Currency column so FX legs stay correct.
  • If the file opens blank in Excel, re-export with UTF-8 / comma delimiter from Flex Queries.
  • Still stuck? Try the sample CSV above, confirm the dropzone turns green, then swap in your export.

Drop your Interactive Brokers CSV here

Parsed on-device. No server upload of your ledger. Sign-in optional for Drive sync later.

Loading local CSV importer…

No export yet? Download a sample IBKR Flex CSV and drop it here to verify the importer.

Sovereign import — parse your Interactive Brokers CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

Tired of Wrestling with CSVs?

Stop manual exports. Sync your Interactive Brokers data directly to Google Drive with Sovereign Sync.

About Interactive Brokers

Interactive Brokers exports vary by report type. Import your IBKR CSV in your browser, normalize trades, and keep your ledger on your device — no server uploads.

Required CSV Columns

Your Interactive Brokers CSV export must include these columns:

  • Symbol
  • Quantity
  • T.Price
  • Proceeds
  • Comm/Fee

Sample CSV Format

Symbol,Quantity,T.Price,Proceeds,Comm/Fee
AAPL,100,150.00,15000.00,1.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Interactive Brokers account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Interactive Brokers.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Interactive Brokers format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Use the Flex Query feature for detailed reports
  • Include all transaction fees
  • Export in CSV format for best compatibility

Ready to Import Your Interactive Brokers Data?

Sign in to Pocket Portfolio and import your Interactive Brokers trading data in minutes.

Related Import Guides

Interactive Brokers CSV Import (Flex Query) | Step-by-Step Guide | Pocket Portfolio