How to import from Interactive Brokers

…moved to https://minddumpdotblog.wordpress.com/portfolio-performance/.

TL;TR
In your Interactive Brokers (or LYNX) account, under „Reports“ go into tab „Flex Queries“ (not „Statements“).
Check the bars

  • Cash Transactions
  • Corporate Actions
  • Trades
    …in each internally just „SELECT ALL“ and click [SAVE] at the end.
    Do not change the „General Configuration“ part (like date/time format and separator);
    Click [Continue], [Save Changes] [Ok].

To run it use the (->) icon, maximum period is „Last 365 days“, save as XML (default).

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