Interactive Brokers Retail Integration

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Follow the instructions below to setup an integration between your Interactive Brokers (IB) account and Sharesight.

This integration is for retail clients only. We do not support multi-account IB structures such as advisors. If you have an advisor or other multi-account structure, send a message to support@sharesight.com and we can assist in creating an integration.

Once you have completed these setup steps, your trading activity will be automatically imported into your selected Sharesight portfolio on a daily basis.

This feature is currently in a beta phase

It’s important to note that beta functionality may not yet be considered stable and/or may be part of a larger work in progress. As such, it should not be relied upon until it has been officially released. There is also no guarantee that beta functionality will be available to you on an ongoing basis.

Steps to create integration

  1. Ensure that you have the Enable Beta features flag set at the bottom of my details

  2. Send an email to: reportingintegration@interactivebrokers.com, include your IB account #, and request the Sharesight feed.

  3. You should receive back from Interactive Brokers a user name and in a separate email a password specific to this integration only.

  4. Access the new Interactive Brokers UI here: Interactive-Brokers-Entry

  5. Enter the credentials you have been given here: Interactive-Brokers-Form

Once per day IB will send a file through to us that includes your days trading. We will upload these at approx 9:15 pm AEST.

Last modified on May 10, 2019 UTC