Upload Interactive Brokers Report

Upload your IB statement to analyze your trade performance and options premiums.

Log in to IBKR, click Performance & Reports in the header, select statements get “Activity (Official) Statement”, select period (e.g., year to date), download CSV.

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Multi-Currency Support: All values are automatically converted to USD for analysis. Original currency values are shown for reference.

If you want a more comprehensive analysis of your Portfolio, check out Expense Sorted.

For educational use only. Past performance and backtests do not guarantee future results.

Statement outputs are derived from the files you upload and may omit brokerage fees, taxes, FX adjustments, or intraday position changes.