Multi-asset platformCSV
Import Interactive Brokers (IBKR) to TradeLens
IBKR supports stocks, options, futures, forex, and bonds. TradeLens imports IBKR Activity Statements via CSV.
Import method
CSV
Activity Statement CSV download from IBKR Client Portal. Auto-column detection handles IBKR's multi-asset format.
Step-by-step export guide
- 1Log into IBKR Client Portal
- 2Go to Performance & Reports → Statements
- 3Select Activity Statement → choose date range
- 4Format: CSV → click Run
- 5Save file. In TradeLens, Import → Interactive Brokers → upload
CSV columns expected
TradeLens auto-detects these columns from Interactive Brokers (IBKR) exports:
HeaderDataDiscriminatorAsset CategoryCurrencySymbolDateTimeQuantityT. PriceC. PriceProceedsComm/FeeBasisRealized P/LMTM P/LCode
Best for
Multi-asset traders combining stocks, options, and futures in one account
Notes
IBKR's flat-file CSV is verbose. TradeLens parses both DataDiscriminator types (Trade and ClosedLot) correctly.
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