The journal that keeps up with an IBKR account
Stocks, options, futures, forex — across global markets and currencies. One read-only connection, one coherent performance picture.
Read-only access — TradeInsights can never place trades or move funds.
Interactive Brokers traders run the most complex books in retail: multiple asset classes, multiple currencies, often multiple market sessions. TWS's own reports are thorough but built for accounting, not improvement. TradeInsights pulls your IBKR activity into a journal built for performance analysis — every asset class in one expectancy framework, with AI coaching across the whole book.
Connect Interactive Brokers in minutes
Uses a secure read-only connection. Most traders are synced in under five minutes.
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Connect your IBKR account securely
In TradeInsights, go to Broker Integration → Interactive Brokers and follow the secure connection flow — you authenticate with IBKR directly and authorize read-only access to your trade data. TradeInsights never sees your IBKR password.
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Or import via Flex/CSV
Prefer file-based? Generate a Flex Query or activity export in IBKR Client Portal (Performance & Reports → Flex Queries) and upload it under File Import. The IBKR format is auto-detected.
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Review the imported history
Trades land grouped by position with asset class, currency, and fees attached. Multi-leg option orders and partial fills are assembled correctly.
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Keep it current
Connected accounts sync automatically; file-based users can re-upload periodic exports and TradeInsights de-duplicates against existing history.
What syncs from IBKR
Every field your analytics and AI coaching need — captured automatically.
- Stock trades across global exchanges
- Options trades, including multi-leg structures
- Futures and forex positions
- Commissions and fees per execution
- Multi-currency P&L handled correctly
- Partial fills assembled into positions
- Timestamps across market sessions
- Combined view with any other connected account
What your IBKR data unlocks
A journal is only as good as the analysis it produces
One expectancy framework across asset classes
Your options income trades, equity swings, and futures scalps measured on the same R-multiple scale. Cross-asset traders almost always discover one sleeve is carrying the others.
Multi-currency P&L done right
IBKR traders settle in multiple currencies, which silently corrupts spreadsheet math. TradeInsights handles non-USD accounts and converts consistently, so your aggregate numbers mean something.
Options-aware analysis
Multi-leg orders are kept as structures, not scattered legs — so a condor is judged as a condor, with net credit, max risk, and outcome tracked as one trade.
AI review across the whole book
Claude and GPT-5.5 examine the full multi-asset history — where you concentrate risk, how earnings-week behavior differs, which asset class your discipline degrades in first.
Interactive Brokers journal — FAQ
How does the secure connection work?
You authenticate with Interactive Brokers directly and grant read-only access to trade data — TradeInsights never receives or stores your IBKR login credentials, and can never place trades or move funds.
Can I use Flex Queries instead?
Yes. Set up a Flex Query in IBKR Client Portal covering trades and executions, export it, and upload under File Import. Many IBKR power users prefer this and re-import weekly; duplicates are detected automatically.
Are multi-leg options handled properly?
Yes — spreads, condors, and other combo orders import as single structured trades with net pricing, rather than as disconnected legs that wreck your statistics.
Does it support non-USD base currencies?
Yes. Multi-currency accounts are handled with consistent conversion, which is a common failure point in spreadsheet journals and some competing tools.
I also trade crypto on the side. Same journal?
Yes — connect Binance, Kraken, or Coinbase alongside IBKR and see everything in one combined performance view.
Your IBKR history has the answers. Go find them.
Connect your account, import your history, and let the AI coach show you what's working — free to start.
14-day Premium trial included. No credit card required.