IBKR Portfolio Visualizer
Choose a workspace view to explore your activity statement data.
Navigate
Calendar
Realized P&L calendar view.
Transactions
Ledger and filters.
Portfolio
Current state and performance.
Chatbot
Ask questions with local LLM.
What you can do
Upload IBKR Activity Statements
Analyze realized P&L, inspect transactions, and view current state snapshots from your CSV files.
Use the Chatbot page to ask questions powered by your local LLM.
Tips
Drag and drop multiple CSVs to merge periods. For the most recent portfolio state, upload the latest statement.
Current state data comes from Net Asset Value, Mark-to-Market Performance Summary, and Forex Balances sections.