How can we help?

Everything you need to set up and manage your Interactive Brokers connection in Sharesight.

Setting up your IBKR connection

Importing historical trades from IBKR

Understanding the IBKR transaction log

Renewing your IBKR token

What does Sharesight import from IBKR?

Why doesn't my IBKR portfolio match Sharesight and how do I fix it?