Turn your Interactive Brokers (IBKR) activity statement into P&L charts, options strategy breakdowns and a daily P&L calendar. Start free, then keep it updated with daily sync.
Up to 31 days per CSV · No sign-in or card needed · Explore daily sync
A clearer view of your trades · Example data
Up to 31 calendar days per CSV, no account needed. Pro unlocks longer ranges.
In TWS or Client Portal go to Reports → Activity → export as CSV
Drop your CSV above. Up to 31 days free, no sign-in needed
Switch between charts and your daily P/L calendar — one upload powers both
Iron Condors, spreads, CSPs, covered calls, stocks — detected automatically from your trades
Explore detected options groups alongside their fills, commissions, and realized P&L
Choose Pro for daily IBKR imports and optional weekly P&L reports. Your synced history grows over time
Try your own trades first. Choose automation when daily updates save you time.
Availability confirmed before checkout.
Separate totals for each trading currency. Import up to one year of history, then keep it updated automatically.
Existing CSV subscriptions and lifetime purchases retain their benefits. No changes to your current subscription are made automatically.
No. CSV analysis works from a file you download yourself and never connects to your account. Daily sync uses a read-only Flex Query token, which can only download the report you configure. It cannot trade, move money or see your password.
An Activity Statement in CSV format and English, from IBKR Client Portal under Performance & Reports → Statements. The free plan covers up to 31 days per file. Step-by-step export guide
Iron Condors, credit spreads, Cash-Secured Puts, Covered Calls, and long calls and puts, based on option legs that share an underlying and expiry. A multi-leg trade counts as one trade in win rates. Detection is heuristic, so check it against your statement.
It uses the realized P/L IBKR reports on each closing trade, which already includes commissions. Each currency is shown separately, with no exchange-rate conversion. How IBKR calculates realized P/L
It is parsed on our servers to build your analysis, and raw CSV files are not stored permanently. If you are signed in, the results are saved to your account and you can delete them at any time. Privacy policy
Analyzing a CSV of up to 31 days is free, with no sign-in or card. Pro adds daily IBKR sync, longer statements, saved history and optional weekly P/L emails. How daily sync works