How to track your Interactive Brokers portfolio
Interactive Brokers shows you what you hold. Here's how to see what it's actually earned you — performance, income and fees — with Navexa.
Navexa is independent of Interactive Brokers and isn't affiliated with or endorsed by them. We import your trades with your permission, read-only.
Getting your Interactive Brokers data into Navexa
Connect once and your trades sync automatically. New trades appear in Navexa within minutes.
Import your trade history via CSV or broker export file.
See what your portfolio has actually earned you
Set up Navexa in minutes. Your portfolio updates automatically from that point on — no manual data entry, no spreadsheets, no guessing.
Independent tracker. Not affiliated with any broker.
Navexa only ever reads your data. We import your transactions to work out what your portfolio has done. We never place trades, move money, or change anything in your Interactive Brokers account. If Interactive Brokers lets you choose a scope when you create an API key, choose read-only.
Navexa is an independent portfolio tracking tool. We are not a broker, exchange, custodian or bank, and we are not officially affiliated with, endorsed by or associated with the brokerage firms or financial institutions supported by our platform. That includes Interactive Brokers, which does not sponsor Navexa. All product names and trademarks are the property of their respective owners.
The information on this page is general in nature and does not take your objectives, financial situation or needs into account. It is not financial, tax, accounting or legal advice. Consider whether it is appropriate for you and seek professional advice before acting on it.