IBKR Portfolio Management
Realized/cash calendar + ledger
v0
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IBKR Activity Statement (Statement/Header/Data).
Portfolio Overview
Current state + realized performance from your IBKR activity.
Current State
Net asset value, holdings allocation, and cash balances.
Current state data not found in the statement.
Realized Performance
Realized/cash-only performance from the activity statement.
Upload an IBKR Activity Statement CSV to render the performance curve.