Feature highlights

IBKR reports are comprehensive. Daily investor review needs another layer.

IB Dashboard does not replace Interactive Brokers. It turns IBKR Activity Statement XML and Flex Query data into practical analytics investors can use every day.

Not a broker replacement. A missing review layer.

IBKR native tools are strong for trading, reconciliation, tax records and official reporting. IB Dashboard focuses on the layer many investors still build manually: turning years of trades, options, dividends, fees, FX and multi-account data into a dashboard they can review and query every day.

The feature set is especially useful for Wheel strategy users, multi-currency investors, DCA investors, household multi-account users and anyone who is tired of maintaining spreadsheet glue.

IBKR missing review layerInteractive Brokers analyticsIBKR options reviewIBKR multi-account portfolioIBKR AI assistantIBKR fee and FX analysis