Native CSV import
How to track your Interactive Brokers portfolio
Upload your IBKR Flex / CSV report and rebuild your buys and sells with dates, prices and fees, ready to compute your real return.
- 1
Export the CSV
Download the transactions report from your Interactive Brokers account.
- 2
Upload it to Finzolio
In Import (PRO), pick your broker and upload the file. The ticker is resolved by ISIN.
- 3
Review positions and lots
Your positions and lots with fees are created automatically, with no duplicates on re-import.
- 4
Measure your real return
Get your inflation-net XIRR, dividends and taxes instantly.
Here it is in the app
Your Interactive Brokers portfolio consolidated with the rest in your base currency, with real return, dividends and taxes.
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Your portfolio, your dividends and your taxes, consolidated from day one. No card, no commitment.
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