Skip to main content

Interactive Brokers full data import

Full securities, dividends and cash operations import. Possibly with a wizard step/screen to map deposits/withdrawals with existing transactions in the system, so money won’t come from nowhere and go to nowhere.

Overall current AI import should be able to handle it, but a dedicated flow can provide a much more smooth UX.

No import of options or futures simply because app doesn’t support it.

Log in to comment and vote

No comments yet

Be the first to share your thoughts.