Third-Party Downloads
IB offers a number of special download formats for activity statements so you can integrate your statements with third-party applications, including:
- Microsoft Word
- Microsoft Excel
- Microsoft Money
- Quicken
- Captools (Legacy)
- Tradelog
- GainsKeeper
In addition, the following downloads are available upon request:
- Daily Captools Downloads - Daily Captools downloads are available for customers upon request. Send your request to enable Captools downloads to reportingintegration@interactivebrokers.com. Note that Captools downloads are not available to Non-Disclosed Broker Clients. If you request Daily Captools Downloads, the Activity Downloads page will contain an additional section for Daily Captools Downloads.
- PortfolioCenter® (intended for institutional accounts; you must request downloadable files from your IB Sales Representative first).
Access these download formats in Account Management by clicking Reports > Activity > Downloads .
For more information
- For more information about activity downloads, see the Third-Party Downloads topic in the Reporting Guide.
- For a complete list of offerings for institutional accounts, including PortfolioCenter®, open the Reference Menu in Account Management (click Reference in the lower right corner of any screen in Account Management), then click Reports > Third Party Integration.
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