What if my data looks incorrect?
IBviz receives your portfolio data directly from Interactive Brokers via their official data feed. While this feed is reliable, it can in rare occasions be incomplete, and certain transaction types (such as specific corporate actions, derivatives settlements, or fee structures) may not be imported with full accuracy.
Common situations
- Missing transactions: IBKR's data feed may occasionally omit specific transactions, particularly older history or certain instrument types.
- Incorrect transaction classification: Some transaction types may be imported under a different category than expected, affecting how they appear in analytics.
- Unexpected analytics values: Incorrect or missing transactions can cascade into P&L, performance, or cash flow figures that don't match your expectations.
What to do
If you notice data or analytics that look incorrect, please report it to our support team. We investigate every report and push corrections as quickly as possible.
- By chat: use the chat widget in the bottom-right corner of the app.
- By email: write to support@ibviz.com.
When reporting, please include the portfolio name, the asset or transaction concerned, and a brief description of what looks wrong. Screenshots are always helpful.