IBKR Portfolio Management
Realized/cash calendar + ledger
v0
Drop CSV here
IBKR Activity Statement (Statement/Header/Data).
Calendar
Hover cells for a quick view.
Month
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Quick Help
Upload IBKR Activity Statement CSV to start.
• Drag & drop CSV on the left panel.
• Calendar is realized/cash only (no unrealized MTM).
• Use Transactions tab for detailed ledger.