DonkyCapital

Interactive Brokers Portfolio Tracker: Import Your Portfolio into DonkyCapital

Interactive Brokers (IBKR) is one of the largest global brokers, used by investors who trade stocks, ETFs, options and futures across dozens of markets and currencies. Its Activity Statement contains a complete record of your activity, but the platform is built for trading, not for portfolio analysis. This guide shows how to import your Interactive Brokers transactions into DonkyCapital and get a professional dashboard with real returns, dividends and multi-broker consolidation.

TL;DR

  • ▸Export: download your Activity Statement as CSV from the IBKR Client Portal.
  • ▸Import: upload the CSV to DonkyCapital — transactions are parsed automatically.
  • ▸Dashboard: see your real TWR return, P&L, dividends and allocation in one view.
  • ▸Multi-broker: combine Interactive Brokers with Degiro, Scalable Capital, Lynx and more.

The Interactive Brokers Client Portal is powerful but technical: it does not give you a clean view of your real performance, dividend income or benchmark comparison. DonkyCapital fills this gap by importing your IBKR data and adding the analytical layer you need.

Interactive Brokers

What Does Interactive Brokers Export?

The IBKR Activity Statement is a detailed record of everything that happened on your account. It includes:

  • Stock, ETF, option and futures trades with dates, prices and commissions
  • Dividends and withholding taxes by country
  • Cash deposits, withdrawals and currency conversions
  • Interest and fees charged on your account
The Interactive Brokers Activity Statement is a complete, auditable record of your activity — and DonkyCapital reads it directly.

Why Use DonkyCapital with Interactive Brokers?

DonkyCapital adds the analytical layer that the IBKR platform does not provide:

  • True Time-Weighted Return (TWR): your real performance isolated from deposits and withdrawals
  • Benchmark comparison: compare your portfolio against MSCI World, S&P 500 or a custom ETF
  • Dividend tracking: see net dividends by country and track income growth over time
  • Multi-broker consolidation: add Degiro, Scalable Capital, Lynx or others alongside IBKR
  • Privacy-first: no IBKR login required — just upload the CSV file

Step 1: Download Your Activity Statement from Interactive Brokers

  1. Log in to the Interactive Brokers Client Portal (portal.interactivebrokers.com)
  2. Go to Performance & Reports → Statements
  3. Select Activity Statement, choose the CSV format and the period you want
  4. Click download and save the .csv file to your device

Tip: export the full available history so your performance calculation is complete from day one.

Step 2: Import the CSV into DonkyCapital

  1. Log in to app.donkycapital.com
  2. Go to Portfolio → Import
  3. Select Interactive Brokers as the source broker
  4. Upload the CSV Activity Statement you downloaded and confirm the import

You can import multiple CSV files to cover different periods. DonkyCapital deduplicates overlapping transactions automatically.

Step 3: Set Up Your Dashboard

  1. After import, your transactions appear in your DonkyCapital portfolio
  2. Add a benchmark (e.g. MSCI World) to compare your performance
  3. Enable the Dividend Calendar widget to track upcoming payments
  4. If you use other brokers, import them too — DonkyCapital consolidates everything in one Net Worth view

Privacy note: DonkyCapital never asks for your Interactive Brokers credentials. All data is imported via CSV only — your broker account stays completely private.

Frequently Asked Questions: Interactive Brokers & DonkyCapital

Does DonkyCapital support multi-currency IBKR accounts?

Yes. DonkyCapital reads the base currency and the individual trades from the Activity Statement and keeps the original currency information, so your performance is calculated correctly.

Can I import multiple Interactive Brokers CSV files at once?

Yes. You can upload several Activity Statements covering different periods. DonkyCapital merges them chronologically and removes duplicate transactions.

Does DonkyCapital need my Interactive Brokers login?

No. DonkyCapital works entirely via CSV import — no IBKR username, password or API key is ever required. Your broker account remains completely private.

Can I combine Interactive Brokers with other brokers?

Yes. DonkyCapital is built for multi-broker investors. Import from IBKR, Degiro, Scalable Capital, Lynx and more — everything is consolidated into one unified portfolio.

How often should I update my IBKR data in DonkyCapital?

Download a new Activity Statement whenever you want to sync recent transactions — monthly is enough for most investors.

Ready to analyse your Interactive Brokers portfolio professionally?

DonkyCapital offers a free plan. Import your IBKR Activity Statement, add benchmarks and get AI-powered insights in one private dashboard.

Import Interactive Brokers to DonkyCapital Free

No credit card. No Interactive Brokers login required.