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Interactive Brokers Portfolio Tracker
Open-source, private, and local-first — your Interactive Brokers data stays on your device.
Wealthfolio is an open-source, local-first portfolio tracker for your Interactive Brokers investments. Your account data lives in a database on your own computer — not on someone else's server.
There are two ways to track Interactive Brokers: automatic, read-only syncing of holdings and balances through Wealthfolio Connect — an optional paid subscription (plans with brokerage sync start at $7.99/month) — or the built-in CSV importer, which is free forever, like the app itself. Either way, you get true time-weighted and money-weighted returns, dividend income tracking, benchmark comparison, and a clear view of all your accounts in one place.
Read-only connection
Wealthfolio can never trade or move money in your Interactive Brokers account.
Local-first data
Your portfolio lives in a database on your computer, not in our cloud.
Open source
Auditable code, no lock-in: your data is always exportable.
Two ways to add your Interactive Brokers account
Automatic sync with Connect
Link Interactive Brokers once through a secure, read-only connection (powered by SnapTrade, a SOC 2 Type II certified aggregator) and your holdings and balances stay up to date automatically.
Part of the optional Wealthfolio Connect subscription — plans with brokerage sync start at $7.99/month.
Learn about ConnectFree CSV import
Export your activity from Interactive Brokers and import it with Wealthfolio's smart CSV importer — including your complete past history. Free forever, no account required, works fully offline.
How importing worksWhat connecting Interactive Brokers looks like
- 1
Log in to Interactive Brokers and open Performance & Reports → Third-Party Reports
- 2
Enable the SnapTrade service under Third-Party Services (gear icon)
- 3
Copy the Query ID and Token that IBKR generates
- 4
Paste both on Wealthfolio's Connect screen — no IBKR login credentials are ever shared
- 5
Holdings and balances sync automatically from then on
Real performance numbers for your Interactive Brokers portfolio
True returns, not just balance changes
Time-weighted and money-weighted returns over any period, so deposits never get counted as gains.
Benchmark comparison
Chart your portfolio against the S&P 500 or any ticker and know whether you're beating the index.
Dividend & income tracking
Every dividend and interest payment tracked, with income summaries by month, account, and holding.
All your accounts, one portfolio
Combine Interactive Brokers with accounts at any other institution — synced, imported, or manual — across currencies.
Good to know about Interactive Brokers connections
- Interactive Brokers connections sync holdings and balances, but not past transactions. You can backfill your full history once with a free CSV import.
Frequently asked questions
Does Wealthfolio work with Interactive Brokers?
Yes. You can sync your Interactive Brokers account automatically with Wealthfolio Connect (a read-only connection through SnapTrade, a SOC 2 Type II certified aggregator), or import your activity for free using the CSV importer. The app itself is free and open source.
Is it safe to connect my Interactive Brokers account?
Connections are read-only — Wealthfolio can never trade, move money, or change anything in your Interactive Brokers account. Authentication happens through SnapTrade, and your portfolio data is stored locally on your device, not in a cloud database.
What does syncing from Interactive Brokers include?
Holdings, balances, and account data sync automatically. Note: no transaction history. Anything the connection doesn't cover can be added with the free CSV importer.
How much does it cost?
The Wealthfolio app is free and open source — manual tracking and CSV imports cost nothing, forever. Automatic broker syncing is part of Wealthfolio Connect, an optional subscription: plans with brokerage sync start at $7.99/month, which covers the real cost of the brokerage data connection.
Can I see Interactive Brokers together with my other accounts?
Yes. Wealthfolio is built for multi-account portfolios: combine Interactive Brokers with any other brokerage, bank, or crypto account — synced or manual — and get unified performance, allocation, and income views across everything, in your currency of choice.
Does Interactive Brokers have a public API?
Yes — Interactive Brokers offers a developer API. Wealthfolio uses the IBKR Flex Query mechanism through SnapTrade: you enable a third-party report in your IBKR settings, so no login credentials are ever shared.
Also supported
Start tracking your Interactive Brokers portfolio
The app is free and open source, and your data stays on your device. Import via CSV for free, or add automatic syncing with the optional Connect subscription.