I
Import Interactive Brokers Trades
Global multi-asset broker
File format
CSV
Supported asset types
StocksOptionsFuturesForexCrypto
How to export from Interactive Brokers
- 1Log into Client Portal
- 2Go to Performance & Reports → Flex Queries
- 3Create a Trade Confirmation or Execution Flex Query with the columns: Symbol, AssetClass, Buy/Sell, Quantity, Price, Commission, Date/Time, etc.
- 4Run the query and download the CSV
- 5Upload the CSV here
Try it with our demo file
Download this real Interactive Brokers export and upload it to SureInsight to see the importer work before exporting your own history.
Download IBKRCSV_CorrectFile.csvHow SureInsight handles this format
- •Handles STK, OPT, FUT, CASH, and CRYPTO asset classes.
- •For options and futures, expiry/strike/put-call are used to pair per-contract.
Ready to import?
Sign in to SureInsight, create a Interactive Brokers account, and drop your file in.
Open SureInsight →