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Docs
Documentation
How-tos, feature guides, and API reference for IBviz.
Getting Started
What is IBviz?
Connect your IBKR account
Your first sync
Anonymous sign-up explained
Features
Performance & returns
Attribution analysis
Risk metrics
Asset-level insights
Portfolio composition
Cash flow & dividends
Sharing & collaboration
Customize your dashboard
Plans & Billing
Plans overview
Upgrading or downgrading
Corporate & white-label
Using IBviz
Create a new portfolio
Add a transaction manually
Import transactions from a CSV file
Create a private asset
Create a multimedia investment note
Create and use tags
Compare your performance to a benchmark
View asset-specific analytics
Share portfolio access
Get access to a shared portfolio
Is IBviz mobile-compatible?
I can't find an asset I trade
Why does my portfolio show a negative balance?
Why isn't my full transaction history imported?
Why does IBviz only support IBKR?
Remove the connectivity with IBKR
Delete your IBviz account
API
API overview
Authentication
What the API covers