Portfolio NAV and holdings
Track account net liquidation value, cash, stocks, ETFs, options, currency exposure and account-level allocation from IBKR statement exports.
Interactive Brokers statement analytics
IBKR portfolio dashboard for investors who want clean, usable data.
Import Interactive Brokers Activity Statement XML and Flex Query exports, then analyze NAV, holdings, cost basis, options, dividends, fees, tax estimates, performance attribution and FX exposure in one web dashboard.
Built for real IBKR workflows
IB Dashboard focuses on the data investors actually search for after exporting reports from Interactive Brokers.
Performance and attribution
Review daily P&L, monthly returns, fee erosion, trade rankings, FX impact, dividends and securities lending income.
Tax and options context
Estimate realized and unrealized tax impact, inspect cost basis and understand option strategies, assignments, premiums and Wheel results.
Search topics this page covers
For investors looking for an IBKR portfolio tracker, Interactive Brokers report analyzer or Flex Query dashboard.
IBKR portfolio dashboardInteractive Brokers analyticsIBKR statement analysisIBKR Flex Query dashboardIBKR cost basis trackerportfolio performance tracker
Feature highlights beyond raw IBKR reports
IBKR reports and PortfolioAnalyst are comprehensive. Many daily investor questions still need a strategy, cost, fee, FX and AI-query layer.
Diluted cost and Wheel strategy tracking
Combine stock trades, option premiums, assignments, dividends and realized P&L to see the real break-even.
Fee erosion, FX impact and attribution
Separate market return, cash flows, dividends, FX and the commissions or taxes that reduce performance.
Custom portfolios and rebalancing
Manage holdings by DCA, cash, options, single stocks and strategy buckets instead of only a symbol list.
AI, MCP and Telegram read-only assistants
Give AI and Telegram structured portfolio context without repeatedly copying CSVs and screenshots.
IBKR guides
Practical guides for IBKR statement exports, Flex Query sync, cost basis, diluted cost and non-US investor records.
How to export an IBKR Activity Statement XML
Export XML statements with the fields needed for portfolio analytics.
IBKR Flex Query setup
Set up Query ID and Flex Web Service Token for automated sync.
Cost basis, tax lots and diluted cost
Understand why tax lots, average cost and strategy-level diluted cost differ.
W-8BEN, CRS and withholding tax
A record-keeping overview for non-US IBKR investors.
IB Dashboard is an independent analytics product and is not affiliated with Interactive Brokers LLC. Interactive Brokers and IBKR are trademarks of their respective owners.