Interactive Brokers Retail IntegrationContent also available for tax entities or on our global site.
Note: This feature is currently in a beta phase. It’s important to note that beta functionality may not yet be considered stable. As such, it should not be relied upon until it is officially released.
Follow the instructions below to setup an connection between your Interactive Brokers (IB) account and Sharesight.
This integration is for retail clients only. However Sharesight do support multi-account IB structures such as advisors.
Note: It’s important that the base currency of your IB account matches your Sharesight portfolio’s base currency. If these are different, then any foreign trades will be imported into Sharesight with incorrect exchange rates.
Once you have completed these setup steps, your trading activity will be automatically imported into your selected Sharesight portfolio on a daily basis.
Steps to create integration
Note: Interactive Brokers (IB) connection is currently in Beta, to connect your IB trades to Sharesight, ensure that you have the ‘Enable Beta features’ flag set at the bottom of the My Details page.
1 - Send an email to: email@example.com, include your IB account # and request the Sharesight feed.
2 - You should receive back from Interactive Brokers a user name and in a separate email a password specific to this integration only.
3 - Login to or Sign up for Sharesight.
4 - From any page within Sharesight, click on the ‘Integrations’ tab.
5 - Click on the ‘Interactive Brokers’ link.
6 - Type in the credentials you have been given from Interactive Brokers into the correct fields.
7 - Click on the ‘Create Integration’ button.
Note: Once per day IB will send a file through to Sharesight that includes your days trading. Sharesight will upload these at approx 9:15 pm AEST.
Last modified on August 20, 2019 UTC