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Interactive Brokers CSV Import Guide

Learn how to import your Interactive Brokers trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

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About Interactive Brokers

Professional trading platform

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

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