Visualize Your IBKR Portfolio
Turn raw Interactive Brokers data into 80+ performance, risk, attribution and cash flow visualizations.
Every angle on your portfolio.
Six families of analytics at three levels: portfolio · strategy · asset.
Performance & returns
Understand the performance of your portfolio · strategies · assets.
- Total P&L breakdown (price · FX · cash flows)
- VADI (NAV-per-share) vs. benchmark
- Net equity vs. net deposits
- Risk-adjusted returns: Sharpe · Sortino · Calmar
- Daily, MTD, QTD, YTD & ITD returns
- Rolling 3 / 6 / 12-month returns
Visualize your…
2 minutes to connect
Your initial sync is usually ready by the next business day. Link once and IBviz syncs every day. No manual imports.
Step-by-step guideActivate IBviz in IBKR
Enable IBviz (by Utluna) inside your IBKR portal. You stay in control of connectivity.
Copy your tokens
Copy your IBKR tokens into IBviz. These tokens do not contain any personal information. They provide read-only access to your portfolio data and cannot be used to place trades or move funds.
Explore your portfolio
Find out what drives your portfolio performance and risk.
No email.
No name.
No phone number.
Sign up anonymously to benefit from our privacy-by-design approach. Instead of an email-based account, you get a private key. Save it, paste it back to log in.
Sign Up AnonymouslyAnonymous account
A generated private key replaces every personal detail.
Token-only linking
IBKR tokens contain zero personal information.
You stay in control
Revoke connectivity anytime from your IBKR portal.
Start free. No credit card.
Upgrade when you need analytics beyond the last 6 months.
Lite
No time limit
Full access to all features. No credit card required.
- 6-month data lookback
- Up to 2 IBKR accounts
- All 80+ visualizations
- Custom dashboards
- Multimedia investment notes
- Public/shared access links
Pro
or $18 billed monthly
Full analytics for active investors with multiple accounts.
- Full history lookback
- Up to 5 IBKR accounts
- All 80+ visualizations
- Custom dashboards
- Multimedia investment notes
- Public/shared access links
Corporate
or $420 billed monthly
White-label solution for firms and institutions.
- Full history lookback
- All accounts
- All 80+ visualizations
- Custom dashboards
- Multimedia investment notes
- Public/shared access links
- White-label branding
- SSO integration
- Priority support
- Custom onboarding
Frequently asked questions
Everything you need to know about connecting IBKR, privacy, and pricing.
IBviz uses IBKR's official read-only API access. You authorize the connection directly through your IBKR portal. We can never place trades, move funds, or modify your account.
No. If you choose anonymous sign-up, no email, name, or phone number is required to create or use your IBviz account. Learn more.
Yes. The Free plan supports up to 2 IBKR accounts and the Pro Plan up to 5 accounts. Contact us if you wish to connect more accounts.
Yes. IBviz natively handles multi-currency portfolios and goes a step further by computing the FX-induced portion of your P&L, so you can see exactly how currency moves affect your returns.
Yes. From options and futures to event contracts, IBviz covers the full range of derivative instruments.
Your portfolio syncs automatically every day. The initial sync after connecting typically completes within one business day.
Lite gives you a 6-month data lookback, up to 2 connected IBKR accounts, and access to core visualizations across performance, risk, and composition. It is completely free, no credit card required.
The data feed has been tailored to include portfolio transaction data and security description data only. It does not include personal information.
You remain in control. You can stop the connectivity at any time directly from your IBKR portal.
Your data is permanently deleted from our systems once your account is cancelled.
Find out what drives your portfolio.
Turn your IBKR statements into intuitive visualizations today.