stocktools

Import your Interactive Brokers trades

Interactive Brokers (IBKR) already exports your trade history as a CSV. Drop that file into the free StockTools trading journaland it rebuilds your closed trades — P&L, win rate, and your edge by setup — with no manual typing. The file is parsed in your browser; nothing is uploaded.

WHERE IT LIVES IN INTERACTIVE BROKERS
Performance & Reports → Flex Queries

Step by step

  1. 1Sign in to Client Portal or Account Management.
  2. 2Open Performance & Reports, then Flex Queries (or Trade Confirmations).
  3. 3Build a trades Flex Query and run it, choosing CSV output.
  4. 4Import the CSV in the StockTools Journal via Import CSV.
WHAT THE FILE LOOKS LIKE

IBKR Flex CSVs are detailed; the import maps the Symbol, Buy/Sell, Quantity, Price, and Commission columns and ignores the rest. Reconstructs closed trades per symbol.

Open the journal & import →Interactive Brokers help center →

Broker menus move around; if a step has shifted, the Interactive Brokers help center above has the current path. The import reconstructs round-trip trades from your fills and skips any position still open — a journal logs what you closed. This is a record-keeping tool, not trading advice.

IMPORT FROM ANOTHER BROKER
Charles SchwabFidelityE*TRADEWebullRobinhoodtastytrade