Wealthfolio is an independent portfolio-tracking application and is not affiliated with, endorsed by, or sponsored by Interactive Brokers.
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Track your Interactive Brokers portfolio with Wealthfolio
Connect your eligible Interactive Brokers accounts once. Wealthfolio keeps supported data up to date and brings your multi-currency investments together with other institutions.
Automatic brokerage sync is available with the optional Wealthfolio Connect subscription.
From your Interactive Brokers account to your whole investment picture
Keep your portfolio current
Refresh supported balances, holdings, and activities automatically on the schedule available for this connection.
Bring institutions together
See Interactive Brokers alongside your other brokerage, crypto, and manually tracked accounts in one investment and net worth view.
Use the combined picture
Explore allocation, income, performance, goals, and benchmarks across the investments you bring together.
Available views depend on the data and history supported by each connection.
What syncs from Interactive Brokers
- Available data
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- Account balances and positions
- Activity included in the configured Flex Query reports
- Eligible accounts
- Eligible Interactive Brokers accounts included in your Flex Query reports.
- Available history
- Up to two years of account activity may be available.
- Updates
- Daily; data may be at least one business day behind.
- First update
- Commonly 24–48 hours, with longer waits possible around weekends or holidays.
How to connect Interactive Brokers
Connection method: Use your IBKR Flex Query details. Follow the steps below to add the account.
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Start the Interactive Brokers connection in Wealthfolio and keep SnapTrade's secure connection window open.
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Sign in to IBKR separately, open Performance & Reports, then configure SnapTrade under Third-Party Services.
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Copy the Query ID and token generated by IBKR into the SnapTrade connection window.
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Complete the connection, return to Wealthfolio, and review your accounts after the first update finishes.
Your account stays under your control
Read-only access
The connection can retrieve account data. It cannot place trades or move money.
Your sign-in
Wealthfolio never receives your Interactive Brokers username or password. The Flex Query details give SnapTrade access only to the IBKR reports configured for the connection.
Your Wealthfolio data
Supported account data is passed to Wealthfolio on your device. Wealthfolio does not persistently store your holdings, balances, or activities on its servers.
Good to know about this connection
- Only the accounts and details included in your configured Flex Query reports are returned through this connection.
Frequently asked questions
Why is an Interactive Brokers account or activity missing?
Wealthfolio receives only the accounts and details included in your Interactive Brokers Flex Query reports. Check the report setup if something is missing.
How long does the first Interactive Brokers sync take?
It commonly takes 24 to 48 hours. Weekends and holidays can add more time, and ongoing data may be at least one business day behind.
How do I stop access to my Interactive Brokers data?
Disconnect the account in Wealthfolio and disable SnapTrade under Interactive Brokers' third-party services. Data already saved in Wealthfolio stays on your device until you delete the account.
Other ways to add or complete your data
Prefer not to connect, or need history the connection does not include? Import a statement or update transactions and holdings manually.
Learn about CSV importAlso supported
Ready to connect Interactive Brokers?
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