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Now Live: Interactive Brokers Trade Import is Here on TraderInsight.pro

Easily import your Interactive Brokers trades into TraderInsight.pro. Skip the spreadsheets - track your performance with advanced analytics, tags, and notes. Full step-by-step export guide included!

Now Live: Interactive Brokers Trade Import is Here on TraderInsight.pro

We’ve just made journaling your trades even easier: TraderInsight.pro now supports direct trade imports from Interactive Brokers (IBKR)!

Whether you're using IBKR for day trading, swing setups, or long-term investing, you can now effortlessly upload your trading history and start analyzing your performance inside the most powerful trading journal built by traders, for traders.

No more manual entry. No more spreadsheet wrangling. Just clean, structured trade data - ready for insights.

✅ Why Use This Feature?

The Interactive Brokers import is a game-changer for busy traders who want to:

  • Save time with a drag-and-drop import process
  • Keep all trading history centralized and organized
  • Use Tags, Notes, and Reports to break down strategies and performance
  • Analyze trends, spot mistakes, and optimize for future trades

If you're already using IBKR, this update gives you everything you need to journal smarter, not harder.

🔁 How to Export Your Trades from Interactive Brokers

Here’s how to get your IBKR trade data exported in just a few clicks:

  1. Open the Interactive Brokers App
    You can use either the web or mobile version.
  2. Navigate to Performance & Reports
    From the main menu, head to the “Performance & Reports” section.
  3. Download Your Statement
    • Click on Statements
Go to "statements"
  • Select the Activity statement
Select the "Activity Statement"
  • Choose Export as CSV
Choose "Export as CSV"

That’s it - you now have your trade history file, ready to import.

🔔 Tip: You can select custom date ranges before exporting if you want to upload trades from a specific time period.

📥 How to Import into TraderInsight.pro

Once your file is downloaded, importing it is seamless:

  1. Go to the Import Page on TraderInsight.pro.
  2. Select Interactive Brokers from the list of broker presets.
  3. Drag and drop your exported CSV file.

Boom. Your trades are now fully imported and ready for deep analysis.

📊 What Happens After Import?

Now that your trades are in, here’s what you can do:

  • Tag strategies, setups, or mistakes
  • Add rich-text Notes to document your trade decisions
  • View performance in the Reports, Calendar, and Dashboard
  • Use Comparison reports to analyze performance across timeframes or strategies

Now you’re not just tracking trades—you’re uncovering patterns, improving strategies, and making data work for you. This is where the real insights begin.

💬 Got Feedback?

We’re always improving TraderInsight.pro based on your input. If something’s not working right - or if you use a broker we haven’t added yet - reach out and let us know. Your feedback directly shapes the platform.

Start Journaling Smarter Today

Whether you're scalping futures or swing trading equities, organizing your Interactive Brokers trades has never been easier. Import your IBKR CSV, tag your setups, and start spotting the patterns that matter.

Jump into the Import page and give it a spin today!

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