What is IBviz?

IBviz is a portfolio analytics and visualization platform built exclusively for Interactive Brokers (IBKR) users. It connects to your IBKR account via read-only API tokens and transforms your raw statement data into 80+ interactive charts, metrics, and dashboards to help you understand what drives your portfolio.

What IBviz is not

IBviz is an independent third-party service. It is not affiliated with, or operated by Interactive Brokers LLC. IBviz cannot place trades, move funds, or modify your brokerage account in any way. Access is strictly read-only.

Key capabilities

Performance analytics: P&L, VADI, rolling returns, risk-adjusted ratios
Attribution analysis: Treemaps, heatmaps, portfolio replay
Risk metrics: Correlations, VaR, CVaR, MCTR, HHI, drawdowns
Asset-level insights: Transaction & position size history, realized & unrealized P&L, dividends & transaction fees
Strategy-level insights: Realized & unrealized P&L, contributors & detractors, leverage
Portfolio composition: Position, asset class and currency breakdown
Sharing: Public links, collaborative dashboards, multimedia notes