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Import Interactive Brokers trades into TradeRitual.

Connect Interactive Brokers once and your trades sync automatically every day - or import a file whenever you like. Track Stocks, Options, Futures with full P&L analytics.

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Auto-sync · Growth plan and up

Auto-sync Interactive Brokers

  1. 1

    In TradeRitual, open Import (or Settings → Integrations) and click "Connect your broker."

  2. 2

    In the secure window, choose Interactive Brokers and sign in - read-only access.

  3. 3

    Pick which account(s) you want to sync.

  4. 4

    Done - your Interactive Brokers trades import automatically, every day.

File import · Free on every plan

Import a Interactive Brokers file

  1. 1

    Open Flex Queries

    In Client Portal, open Performance & Reports → Flex Queries.

  2. 2

    Create an Activity Flex Query

    Add a new query and include the Trades section in the fields.

  3. 3

    Set format and run

    Set the output format to CSV, choose your date range, then run the query.

  4. 4

    Download and import

    Save the CSV to your computer, then drop it into TradeRitual.

Official Interactive Brokers export guideHow to export from Interactive Brokers

Interactive Brokers - questions

Does TradeRitual work with Interactive Brokers?

Yes. Interactive Brokers connects for automatic daily sync, and you can also import a file. Stocks, Options, Futures are supported.

How do I import Interactive Brokers trades?

Connect Interactive Brokers once in Settings → Integrations and your trades sync automatically every day. Prefer files? You can also export a CSV/Excel/HTML report and drag it in.

Which Interactive Brokers assets can I track?

Stocks, Options, Futures. P&L, fees, and multi-leg positions are handled automatically.

Does Interactive Brokers sync automatically?

Yes - auto-sync is available on the Growth plan and up. Connect once and new Interactive Brokers trades arrive in your journal daily, with no manual exports.

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