From IBKR statement to insight in three steps

1. 1

   Try the demo instantly

   Open the live demo — no account, no download. You start in a sample IBKR portfolio with every page already populated, so you can explore before importing anything.

   The demo is a real session against a sample portfolio, not a set of screenshots. Every page is populated, so you can click into positions, open the performance breakdown, and see what your own data would look like before deciding to import it.

   No account is required to start. When you want to keep what you have done, creating an account asks only for an email — or you can sign in with Google.

2. 2

   Import your IBKR data

   Upload an IBKR Activity Statement (CSV) or Flex Query (XML), or connect IBKR’s Flex Web Service to sync automatically every day. PaprBoard merges multiple years and discards duplicates for you.

   There are two routes in. Export an Activity Statement from the IBKR Client Portal and upload the file, or connect Flex Web Service with a token and Query ID so PaprBoard fetches new statements itself.

   IBKR caps every export at one year of data, so multi-year history means one file per year. PaprBoard merges them into a single continuous record, and duplicate trades from overlapping date ranges are detected and discarded rather than double-counted.

   Each import reports how many trades were added and how many duplicates were ignored, so re-importing a year you are unsure about is safe rather than risky.

3. 3

   Review your analytics

   Get instant performance, P&L, win rate, and time-weighted return across your whole account — then journal each trade with notes and tags to keep improving.

   Once the data is in, every page is populated from it: performance and P&L, open positions by symbol and industry, the full trade log, per-day summaries, and per-symbol analysis.

   From there the loop is journaling. Tag trades as you make them, write the weekly note, and review by tag later — which is where a journal stops being a record and starts being feedback.

Step-by-step guides

• How to set up an IBKR Flex Query and Flex Web Service token

  Step-by-step guide to enabling IBKR Flex Web Service, generating a token, creating an Activity Flex Query in XML, and choosing a query period that never drops recent trades.

• How to export an IBKR Activity Statement as CSV

  How to run and download an Activity Statement from the IBKR Client Portal in CSV format, which report sections to include, and what each section is used for.

• How to import more than one year of IBKR history

  IBKR caps each statement export at one year. Here is how to export year by year, merge the files into one continuous record, and why overlapping ranges do not double-count.

• How to get today's IBKR trades in realtime with a Trade Confirmation query

  Why today's fills are missing from your IBKR activity statement, and how a second Trade Confirmation Flex Query imports them in realtime without double-counting.

• Time-Weighted Return explained, and why your IBKR percentage looks wrong

  What time-weighted return measures, how it differs from a simple return on NAV, and why deposits and withdrawals distort the percentage you thought you earned.