Why does IBviz only support Interactive Brokers?

IBviz is built exclusively for Interactive Brokers (IBKR) users. Focusing on a single, deep integration lets us guarantee read-only safety, fast syncs, and reliable data quality — rather than spreading effort thin across dozens of shallow broker connections.

For assets you hold outside IBKR — private equity, real estate, or other private assets — you can still bring them into IBviz:

• Create a private asset and update its price history manually or via CSV.
• Import transactions from a CSV file for batch uploads.
• Add a transaction manually for one-off entries.

Setting up your IBKR connection itself typically takes 2 minutes, with the first data sync completing within 2 hours to one business day — see Connect your IBKR account.