The pain point
After a month in Interactive Brokers, it can be surprisingly hard to explain why net liquidation value changed. Was it price movement, deposits, withdrawals, dividends, currency translation, commissions, interest or withholding tax?
The data exists in IBKR reports, but it is spread across NAV, trades, dividends, fees, tax withholding, forex and cash sections. IB Dashboard gives those fields an investor-friendly attribution structure.
What you can analyze
- Daily and monthly return curves with cash flows separated from investment performance.
- Commission, exchange fees, margin interest, withholding tax and other fee drag.
- Dividend, interest, securities lending and option premium contribution.
- Currency exposure and FX translation effects in your reporting currency.
- Top contributors and detractors across symbols, strategies and account groups.
Better long-term review
Trade P&L is easy to inspect one order at a time. Long-term account performance is harder. IB Dashboard helps reveal whether your strategy is working, whether trading frequency is too high, whether fees are eating the edge, and whether currency movement is distorting your home-currency return.
Try the demo
IB Dashboard reads your exported data for analysis. It does not connect trading permissions or place orders.