Portfolio management software typically allows you to manage your investments and analyze your portfolio with a variety of tools. Interactive Brokers customers can currently request integration with the third-party portfolio management software providers listed below.
In addition to the download solutions listed below, a number of other third-party providers offer portfolio management and tax reporting packages that integrate with our HTML downloads. Contact the provider for details.
We provide a reporting data feed from the IBKR generic reporting interface for clients who want to integrate that data with third-party software not listed on this page.
We provide a direct data feed to Addepar.
To import your IBKR statements into Addepar, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Addepar, visit http://www.addepar.com
We provide a direct data feed to Advent. Only stocks, options, bonds and futures data are available for Advent Custodial Data, which IBKR converts to USD.
To import your IBKR statements into Advent, contact Advent to request the data feed. Once Advent has processed your request, they will contact IBKR to link your account to the Advent data feed.
For more information about Advent Custodial data, visit http://www.advent.com.
We provide a direct data feed to Advyzon. Only stocks, options, bonds and futures data are available for Advyzon Solutions, which IBKR converts to USD.
To import your IBKR statements into Advyzon, contact Advyzon to request the data feed. Once Advyzon has processed your request, they will contact IBKR to link your account to the Advyzon data feed.
For more information about Advyzon, visit https://main.yhlsoft.com/main/index.html.
We provide a direct data feed to SGGG.
To import your IBKR statements into SGGG, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about SGGG, visit http://www.alphadesk.com.
We provide a direct data feed to Arbor FS.
To import your IBKR statements into Arbor FS, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Arbor FS, visit http://www.arborfs.com.
We provide a direct data feed to Archer.
To import your IBKR statements into Archer, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Archer, visit http://www.archerims.com.
We provide a direct data feed to Archway.
To import your IBKR statements into Archway, contact your IBKR Sales Representative or e-mail reportingintegration@interactivebrokers.com.
For more information about Archway, visit http://www.archwaytechnology.net.
We provide a direct data feed to Athena Systems.
To import your IBKR statements into Athena Systems, contact your IBKR Sales Representative or e-mail reportingintegration@interactivebrokers.com.
For more information about Athena Systems, visit http://www.athenasystems.com.
We provide a direct data feed to Bloomberg.
To import your IBKR statements into Bloomberg, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Bloomberg, visit http://www.bloomberg.com/.
We provide a direct data feed to Blueleaf.
To import your IB statements into BlueLeaf, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about BlueLeaf, visit https://www.blueleaf.com.
We provide a direct data feed to Broadridge Investigo and Paladyne.
To import your IBKR statements into Broadridge, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Broadridge, visit http://www.broadridge.com.
We provide a direct data feed to Canopy.
To import your IBKR statements into Canopy, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Canopy, visit https://www.canopy.cloud.
We provide Daily Captools Downloads on the Activity Downloads page in Account Management. The downloadable single zipped file contains an Account, Activity, Position and Security file.
To import your IBKR statements into Captools, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com. Note that Captools downloads are also available to IBKR individual accounts.
For more information about Captools, visit http://www.captools.net/.
If you would like to import your IBKR data into PortfolioCenter Downloads, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com. You can download Security, Portfolio, Price, Transaction, Position, Reconciliation and Cost Basis Reconciliation files individually or you can download all files in a single zipped file. You can also request FTP delivery by contacting your IBKR Sales Representative or by emailing us at the email address mentioned above.
Stocks, options, bonds, bills and funds data is included and converted to your account's base currency. The output files will contain data for all of an Advisor's clients, but will not include the Advisor account ID.
For more information about PortfolioCenter, visit https://schwabpt.com/products/portfoliocenter/.
We provide a direct data feed to CircleBlack.
To import your IBKR statements into CircleBlack, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about CircleBlack, visit http://www.circleblack.com.
We provide a direct data feed to Cornerstone Power Advisor.
To import your IBKR statements into Cornerstone Power Advisor, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Cornerstone Power Advisor, visit http://www.poweradvisortools.com.
We provide a direct data feed to DST Vision Professional.
To import your IBKR statements into DST Vision Professional, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about DST Vision Professional, visit http://www.dstsystems.com/.
We provide a direct data feed to electra.
To import your IBKR statements into electra, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about electra, visit http://www.electrainfo.com.
We provide a direct data feed to eMoney.
To import your IBKR statements into eMoney, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about eMoney, visit http://www.emoneyadvisor.com.
We provide a direct data feed to Emotomy.
To import your IBKR statements into Emotomy, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Emotomy, visit http://www.emotomy.com.
We provide a direct data feed to Enfusion.
To import your IBKR statements into Enfusion, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Enfusion, visit http://www.enfusionsystems.com.
We provide a direct data feed to Equalizer.
To import your IBKR statements into Equalizer, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Equalizer, visit http://bdequalizer.com/Marketing/index.aspx.
We provide a direct data feed to Everysk.
To import your IBKR statements into Everysk, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Everysk, visit http://www.everysk.com.
We provide a direct data feed to FactSet, a leading provider of financial information and analytics that help the world's best investment professionals outperform. More than 55,500 users stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet's desktop analytics, mobile applications, and comprehensive data feeds.
To import your IBKR statements into FactSet, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about FactSet, visit http://www.factset.com or contact sales@factset.com.
We provide a direct data feed to FinFolio.
To import your IBKR statements into FinFolio, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about FinFolio, visit http://www.FinFolio.com.
We provide a direct data feed to Firm 58.
To import your IBKR statements into Firm 58, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Firm 58, visit http://www.firm58.com.
We provide a direct data feed to FT Options.
To import your IBKR statements into FT Options, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about FT Options, visit http://www.ftoptions.com.
We provide a direct data feed to Fund Manager Software.
To import your IBKR statements into Fund Manager Software, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Fund Manager Software, visit http://www.fundmanagersoftware.com.
We provide a direct data feed to FundSeeder.
To import your IBKR statements into FundSeeder, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about FundSeeder, visit http://www.fundseeder.com/.
We provide a direct data feed to Fusion Advisor.
To import your IBKR statements into Fusion Advisor, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Fusion Advisor, visit http://www.fusionadvisor.com.
We provide a direct data feed to GoalTech.
To import your IBKR statements into GoalTech, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about GoalTech, visit http://www.goaltech.net.
To import to HAS, contact HAS to request the data feed. Once HAS has processed your request, they will contact IBKR to link your account to the HAS data feed.
For more information about HAS, visit http://www.hanlon.com.
We provide a direct data feed to JournalSqrd.
To import your IBKR statements into JournalSqrd, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about JournalSqrd, visit http://www.journalsqrd.com.
We provide a direct data feed to Limina Financial Systems.
To import your IBKR statements into Limina Financial Systems, contact your IBKR Sales Representative or e-mail reportingintegration@interactivebrokers.com.
For more information about Limina Financial Systems, visit http://www.limina.com.
We provide a direct data feed to MASTTRO.
To import your IBKR statements into MASTTRO, contact your IBKR Sales Representative or e-mail reportingintegration@interactivebrokers.com.
For more information about MASTTRO, visit http://www.masttro.com.
We provide a direct data feed to MorningStar Office and MorningStar ByAllAccounts.
To import your IBKR statements into MorningStar Office or MorningStar ByAllAccounts, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about MorningStar Office, visit http://www.morningstar.com/company/advisor-solutions.html.
For more information about MorningStar ByAllAccounts, visit http://byallaccounts.morningstar.com
We provide a direct data feed to NDEX.
To import your IBKR statements into NDEX, contact your IBKR Sales Representative or e-mail reportingintegration@interactivebrokers.com.
For more information about NDEX, visit http://www.ndexsystems.com.
We provide a direct data feed to Northstar Risk.
To import your IBKR statements into Northstar Risk, contact your IBKR Sales Representative or e-mail reportingintegration@interactivebrokers.com.
For more information about Northstar Risk, visit http://www.northstarrisk.com.
We provide a direct data feed to Open Finance.
To import your IBKR statements into Open Finance, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Orion, visit http://www.openfinance.com.
We provide a direct data feed to Orion.
To import your IBKR statements into Orion, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Orion, visit http://www.orionadvisor.com.
We provide a direct data feed to OTOS.
To import your IBKR statements into OTOS, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about OTOS, visit https://www.the-gears.com/otoswealthsystem.
We provide a direct data feed to Panoramix Financial.
To import your IBKR statements into Panoramix Finantial, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Panoramix Financial, visit http://www.panoramixfinancial.com.
We provide a direct data feed to PortfolioPathway.
To import your IBKR statements into PortfolioPathway, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about PortfolioPathway, visit https://www.portfoliopathway.com.
We provide a direct data feed to PortfolioShop.
To import your IBKR statements into PortfolioShop, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about PortfolioShop, visit http://www.portfolioshop.com.
We provide a direct data feed to Private Client Resources
To import your IBKR statements into Private Client Resources, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Private Client Resources, visit http://www.pcrinsights.com.
We provide a direct data feed to PropReports
To import your IBKR statements into PropReports, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about PropReports, visit http://www.propreports.com.
We provide a direct data feed to Quovo
To import your IBKR statements into Quovo, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Quovo, visit https://www.quovo.com
We provide a direct data feed to RightCapital
To import your IBKR statements into RightCapital, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about RightCapital, visit https://www.rightcapital.com
We provide a direct data feed to Sequential IT WebView or any of your in house systems via their DataView adaptors.
To import your IBKR statements, contact Sequential IT to request the data feed. Once Sequential IT has processed your request, they will contact IBKR to link your account.
For more information about WebView or DataView, visit http://www.sequentialit.com.
We provide a direct data feed to Sharesight.
To import your IBKR statements into Sharesight, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Sharesight, visit https://www.sharesight.com.
We provide a direct data feed to Silexx Financial Systems.
To import your IBKR statements into Silexx Financial Systems, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Silexx Financial Systems, visit http://www.silexx.com.
We provide a direct data feed to Capital IQ.
To import your IBKR statements into Capital IQ, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Capital IQ, visit http://www.spcapitaliq.com/.
We provide a direct data feed to StockRover.
To import your IBKR statements into StockRover, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about StockRover, visit https://www.stockrover.com.
We provide a direct data feed to PMplus by SuisseTechPartners.
To import your IBKR statements into PMplus by SuisseTechPartners, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about PMplus by SuisseTechPartners, visit https://www.pm-plus.com/stp-company.
We provide a direct data feed to Theorem Technologies.
To import your IBKR statements into Theorem Technologies, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Theorem Technologies, visit http://www.theorem.io.
We provide a direct data feed to Toogood Financial Systems.
To import your IBKR statements into Toogood Financial Systems, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about TooGood Financial Systems, visit http://www.toogood.com.
We provide a direct data feed to TradingFront.
To import your IBKR statements into TradingFront, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about TradingFront, visit http://www.tradingfront.com.
We provide a direct data feed to Trinlogix.
To import your IBKR statements into Trinlogix, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Trinlogix, visit http://www.trinlogix.com.
We provide a direct data feed to Trust Fort.
To import your IBKR statements into Trust Fort, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Trust Fort Financial Systems, visit http://www.trustfort.com.
We provide a direct data feed to Ultimus Fund Solutions.
To import your IBKR statements into Ultimus Fund Solutions, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about Ultimus Fund Solutions, visit http://www.ultimusfundsolutions.com.
We provide a direct data feed to VestServe.
To import your IBKR statements into VestServe, contact your IBKR Sales Representative or email reportingintegration@interactivebrokers.com.
For more information about VestServe Financial Systems, visit http://www.vestserve.com.
An order management system (OMS) is a software system designed to efficiently execute securities orders in a cost-effective way. Brokers and dealers use an OMS to fill orders for different types of securities and track the order progress through the system. Interactive Brokers maintains trading relationships with the third-party OMS providers listed below.
Advent Moxy
Order routing.
Charles River Systems, Inc.
IBKR is certified with this OMS provider.
Eze Castle OMS
FIX CTCI integration
FlexTrade Systems
Order routing
Imagine Software
FIX CTCI integration
Sterling
for Institutional clients only
Post trade allocation software lets you allocate trades to clearing brokers. You can use IBKR's own Post Trade Allocations tool or a third-party software provider listed below.
IBKR's intuitive web-based Post Trade Allocation (PTA) tool lets investors quickly allocate US stock, option and US corporate bond orders post-trade. The PTA tool, available from within our Account Management software, lists all the day's unallocated trades, and provides customizable template-based functionality to easily allocate all or some of your trades to multiple pre-approved clearing brokers.
For more information about IBKR's PTA tool, see the Account Management Users' Guide.
Contact your IBKR Sales Representative to request integration with a specific post trade allocation software provider.
IBKR provides a data feed to EmployeeTrack Compliance Officers who want to integrate their data with third-party software.
We provide data feeds for the following third-party software:
To request a third-party data feed for your EmployeeTrack data, send a request via email to employeetrack@interactivebrokers.com
or contact your IBKR sales representative.
Compliance Officers with EmployeeTrack accounts can request a data feed from the IBKR generic reporting interface to integrate that data with third-party software NOT listed on this page.
Individual, Joint and IRA Clients
Commissions starting at $0 for US listed stock and ETFs,
lowest margin rates and award winning trading tools.
Other Clients