IBKR Portfolio Management
Realized/cash calendar + ledger
v0
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IBKR Activity Statement (Statement/Header/Data).
Transactions
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Rows: 0
Total: 0
Trade: 0
Dividend: 0
Interest: 0
Withholding Tax: 0
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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.