Connect your Interactive Brokers accountContent also available for tax entities or on our global site.
Connect your Interactive Brokers account with Sharesight to sync your ongoing trades into your Sharesight portfolio. All Sharesight and Sharesight Pro users can connect their Interactive Brokers account to their Sharesight portfolio.
Note: This integration is only available for Interactive Brokers brokerage account holders. No other brokerage account can be connected via the Interactive Brokers integration.
Note: We only allow for the import of standard buy and sell trades via the integration. Short selling transactions, including short and cover trade types, are not supported.
Only 7 days of historical trades will be imported to Sharesight. To import your historical trades outside of this range, follow our guide below:
1 - Login to Interactive Brokers account
2 - Click on the Reports tab & select Flex Queries
3 - Click ‘+’ next to Activity Flex Query
4 - Select Trades under Sections
5 - Select Executions on the pop up window
6 - Tick SELECT ALL and click Save
7 - Enter a Query Name
8 - Change Date Format to mm/dd/yyyy under General Configuration
9 - Click Create
10 - Run the Activity Flex Query
11 - Under Period, select Custom Date Range to cover all trades
12 - Set Format as CSV, click Run and download your trades
13 - In Sharesight Overview page, select Brokers tab
14 - Search Interactive Brokers
15 - Select Upload a file
How to connect your Interactive Brokers account to Sharesight
1 - Send an email to: email@example.com and include your IB account number and request the FTP details required for the Sharesight integration.
2 - Once received, log into Sharesight
3 - Click on the ‘Account Settings’ menu from any page in Sharesight.
4 - Click onto the ‘Connections’ option
5 - Click the ‘Add New Connection’ button to add your Interactive Brokers account
6 - Enter the following details:
A) Your Interactive Brokers account name
B) The FTP username and password you received from Interactive Brokers via the email in step 1.
C) Click the ‘Create Integration’ button once finished.
7 - You’ll now see your IB integration appear on the manage connections page
8 - Return to the overview page and click the ‘Integrations’ tab in Sharesight.
9 - Click on ‘Interactive Brokers’
10 - From the drop-down menu, select the connection you created
11 - Enter your Interactive Brokers account ID in the text box underneath. Select your email notification preferences
12 - Click the ‘Create Integration’ button to finalise the connection.
Once created, your ongoing trades will import into your Sharesight portfolio from Interactive Brokers automatically.
Note: Your Interactive Brokers trades will be sync to your Sharesight portfolio twice per day. These trades will only import once they have reached the settlement date in Interactive Brokers.
Last modified on October 17, 2022 UTC