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Integrations · Stocks & Multi-asset
Interactive Brokers

The Interactive Brokers Trading Journal for Active Traders

Connect your IBKR account and get professional-grade analytics for stocks, options, and futures. Track performance across all asset classes.

CSV / XLSX ImportCSVXLSX
Start Free — Import Your IBKR TradesSee all brokers

Free to start · No credit card required

Getting started

Import your Interactive Brokers trades in minutes

01

Log in to your Interactive Brokers Portal

02

Go to Reports → Flex Queries

03

Create an Activity Statement Flex Query

04

Download the CSV and upload to EdrisFinance

Login to IBKR Portal → Reports → Flex Queries → Create Activity Statement → Download CSV → Upload to EdrisFinance

Features & Benefits

Everything you need to analyze your IBKR trades.

Easy Import

Drop your file.
We handle the rest.

Upload your Interactive Brokers statement and EdrisFinance parses every fill, fee, and swap in seconds.

CSV / XLSX IMPORT
1
Drop your statement file
2
EdrisFinance parses it
3
Trades appear instantly
Analytics

See your edge.
Make it sharper.

Six tabs of deep analytics: P&L Stats, Time Analysis, Market Edge, Risk, Volume & Fees. Stop guessing what works.

Win Rate62%
Avg RR48%
Profit Factor74%
Emotion Journal

Track the why
behind every trade.

Tag each trade with how you felt. Spot the emotional patterns killing your P&L before they repeat.

HOW DID YOU FEEL?
Frustrated
Calm
Confident
Anxious
AI Weekly Report
PRO

Your personal
trading coach.

Every Monday, Claude reads your week and gives you one clear improvement to act on. No dashboards — just signal.

WEEK IN ONE LINE
Solid week — patience rewarded.
WHAT I’M SEEING
Your best trades came after 2 pm, London close.
ONE MOVE
Cut size on Monday opens by 30%.

Start analyzing your Interactive Brokers trades today

Free account · 2 brokers · No card required. Upgrade to Ledger PRO for unlimited connections and AI coaching.

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