If you’re not using IBKR, feel free to skip this post.
But if you are — congratulations! You can now import your IBKR transactions into StocksCafe with ease.
How It Works
Simply follow a one-time setup process below, then reuse it anytime to export your data based on your desired timeframe. The exported data will be in a format that StocksCafe can easily process using this page (only available on desktop / laptop).
🚨 Before You Begin:
- I do not personally use IBKR, so this feature was developed in close collaboration with two StocksCafe users. If you have questions, please post them in the StocksCafe Forum. If you’re an IBKR user, we’d really appreciate your help answering questions from others!
- We strongly recommend creating a separate portfolio for IBKR imports. This way, if anything goes wrong, you can simply delete the entire portfolio without affecting your main data.
- Supported Markets:
- Stock transactions: Singapore, Hong Kong, London, and US exchanges
- Options transactions: Only US exchange is supported
- (Non-supported transactions will simply be skipped/ignored)
We’d love for you to try out this feature and share your feedback!
One-time setup process
