BrokerGlobalAvailable
Interactive Brokers portfolio tracker
Connect Interactive Brokers and your positions, cash balances and available trade history import automatically. Every holding keeps its own currency, and every transaction converts at the rate of the day it happened, so you read the return you actually earned rather than one bent by today's rate.
No credit card needed, and the demo opens without an account.
What comes across from Interactive Brokers
Positions
Stocks, ETFs and funds held at Interactive Brokers, with quantities and live prices refreshed on every sync.
Cash balances
Uninvested cash in each account, in the currency the account holds it.
Trade history
Buys, sells, dividends and fees, wherever Interactive Brokers publishes an activity feed. When it does not, FortuneOK rebuilds your entry from the average cost the broker reports, so profit and loss is never blank.
Interactive Brokers accounts often span several markets and currencies at once. FortuneOK keeps each holding in its own currency, converts each transaction at the rate of its own date, and reports one net worth in the currency you choose, so a strong dollar year never gets mistaken for investment skill.
How to connect Interactive Brokers
Open the broker list
Sign in to FortuneOK, open the portfolio menu and choose "Connect a broker".
Choose Interactive Brokers
Pick Interactive Brokers from the list. SnapTrade's secure portal opens and you sign in to Interactive Brokers there, never inside FortuneOK.
Approve read-only access
Confirm the connection. Interactive Brokers grants permission to read positions and activity only, with no ability to trade or move money.
Watch the portfolio fill in
Your Interactive Brokers account arrives as its own portfolio tab and joins the combined view of everything you own.
The connection stays read-only for its whole life. FortuneOK never receives your Interactive Brokers password, and nothing in the app can place a trade or move money. The privacy policy lists exactly what is stored.
About Interactive Brokers
Interactive Brokers (IB) is a global brokerage firm widely recognized for its comprehensive offerings, making it a popular choice among active traders and institutional investors.
Trademark notice
Interactive Brokers is a trademark of its respective owner. FortuneOK is an independent portfolio tracker and is not affiliated with, endorsed by or sponsored by Interactive Brokers. Connections are provided through SnapTrade and availability can change without notice. Visit the official Interactive Brokers site.
