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ItalianoFor active investors at Interactive Brokers
Know what your portfolio has really made
All your trades in one place: positions, realized P&L by FIFO, dividends, fees and options — calculated automatically, no Excel.
- 14 days free
- No credit card
- Read-only IB access
- GDPR · EU
Dashboard: net P&L, trading stats and automatic insights
Sound familiar?
You make the trade — then you re-type it by hand into a sheet. Every trade, every account.
And the analysis is on you: formulas, charts, PnL — all by hand, and errors still slip through.
Your broker, your account and your sheet show three different numbers — which is true?
Options, partial fills, foreign currencies — that’s exactly where every spreadsheet breaks.
Who it’s for
If you track your own trades at Interactive Brokers, you’ll probably recognize yourself.
You keep an investing Excel
Tabs, formulas, hand-entered trades — and a nagging doubt whether any of it is right.
Stop running the spreadsheet. Everything is calculated and reconciled automatically.
Stock & ETF investor
You buy shares but don’t really know what’s in your portfolio: how much is invested, how much dividends brought in, what fees and taxes took.
A clear picture: invested capital, dividends, withholding tax, fees and realized result.
Active options trader
Wheel, covered calls, cash-secured puts, partial fills — most tools fall apart here.
Options and strategies calculated correctly: premiums, cost basis and PnL by strategy.
Multi-account, multi-currency investor
Several accounts and currencies — the numbers never line up and there’s no whole picture.
All accounts and currencies in one view — one true number in your base currency.
What you get
Real views from the app — click any image to zoom in.
Dashboard: net P&L, trading stats and automatic insights
Position history: closed round-trips and open legs, with P&L per trade
Ticker view: AMD — wheel strategy, options and stock together
Equity & Drawdown, with monthly P&L and income below
Portfolio journal: 52 option positions with pattern, strategy, 1R and R-multiple
Note viewer: a chart screenshot with the trades and your reasoning on top
IBKR
One tracker for all your trades — instead of Excel
Many portfolio trackers show quotes but get options, partial fills and fees wrong. PnlTrack calculates from your broker’s real data — trade by trade, by FIFO.
Excel vs PnlTrack
PnlTrack can read your account — never touch it
How the Interactive Brokers connection actually works — and why no trade, transfer or setting can ever change through it.
We never see your IB password
You don't log in to IB through PnlTrack. You create a report token in IB's own Client Portal and paste it in — your login never leaves Interactive Brokers.
Reports only, by construction
The token opens IB's Flex Web Service, which does one thing: hand out statements — trades, positions, dividends, fees. Placing orders or moving money simply isn't something this service can do.
Encrypted, direct, in the EU
PnlTrack talks to Interactive Brokers directly — no middlemen. Your token and uploaded statements are stored encrypted on EU servers under GDPR, and we never sell or share your data.
You stay in control
Switch a feed off in PnlTrack or revoke the token at IB and the connection stops at once. Delete your account any time — your data is erased after a 30-day grace period.
Simple, honest pricing
Start free, upgrade when you need the full toolkit. No card to try Pro.
For getting started and occasional tracking.
- 1 portfolio
- Unlimited positions
- Options, the wheel & multi-leg
- Manual import (CSV)
- Core dashboard & realized P&L
≈ 8.25 €/mo · save 31%
Everything you need to run your portfolio seriously.
- Everything in Free
- Trading metrics — win rate, profit factor, expectancy, drawdown, equity curve
- Automatic broker sync (IB Flex)
- Unlimited portfolios
- Trade notes with screenshots
- Read-only portfolio sharing by link
14-day free Pro trial, starting with your first import — no credit card. Taxes are not part of any plan or the trial.
Tax calculation for Finland — a one-time purchase per tax year, not part of any plan: 25 €, or 20 € with annual Pro. A purchased year stays open for good.
Why I built PnlTrack
I've invested through Interactive Brokers for years.
I kept running into the same problems:
- Portfolio Analyst showed one number
- Excel showed another
- options had to be calculated by hand
- preparing the tax return took hours
So I built a tool that calculates trades, options and dividends automatically — trade by trade, from the broker’s real data.
That's how PnlTrack came to be.
Your portfolio, always reconciled.
Sign up, connect Interactive Brokers — and see your real realized return.
No credit card. Cancel anytime.
Frequently asked questions
Which brokers do you support?+
Interactive Brokers with automatic Flex Query sync. DEGIRO via CSV upload — trades only, dividends not yet. More brokers coming.
Can I import my full history?+
Interactive Brokers’ Flex Query auto-syncs the last 365 days — that’s IB’s own limit. Older history you upload once via CSV, after which everything updates automatically.
Do you support options and futures?+
Yes, natively. PnL is calculated by strategy (covered calls, cash-secured puts, spreads).
Does it work for covered calls and the wheel?+
Yes. PnL is calculated by strategy, and assignment and partial fills are handled correctly.
Is there a trading journal?+
Yes. Positions carry pattern, strategy, direction, tier and 1R risk; the journal shows result, R-multiple, accuracy and equity per row, and analytics break everything down by those dimensions.
Can I show my portfolio to someone?+
Yes, on Pro. Create a link and an access code for one portfolio: the viewer sees it read-only, without an account. You choose how long the link works, see how often it was viewed and can revoke it at any time. Your other portfolios, dashboard and taxes stay private.
Can PnlTrack trade or move my money?+
No. You never give us your IB login — only a Flex Web Service token, and that service can only deliver reports. Placing orders or withdrawing money is outside what it can do at all, not just something we promise not to do.
How is profit calculated?+
By FIFO, after fees: each sale is matched to the oldest open buys. Trades in a foreign currency are converted to your base currency at the rate of their trade day.
Does PnlTrack help with my tax return?+
For Finnish residents for now: capital gains, dividends, deemed acquisition cost (20/40%) and ECB rates for the Finnish tax return, plus PDF forms for OmaVero. The tax calculation is a one-time purchase per tax year — 25 €, or 20 € with annual Pro — and is not included in Free, the trial or a Pro subscription; a purchased year stays open for good. The filing is still your responsibility. Other countries are in progress and will come as needed. Not tax advice.
Is my data safe?+
Yes. The connection is read-only, your token and uploaded statements are stored encrypted on servers in the EU (GDPR), and your data is never sold or shared. You can revoke the token at IB or delete your account whenever you like.
Can I try it for free?+
Yes — a 14-day Pro trial from your first import, without a card, plus a permanent free tier. The Finnish tax calculation is a separate one-time purchase per tax year and is not part of the trial.