Interactive Brokers portfolio tracker: StockDashes
Last updated · By StockDashes
StockDashes is a portfolio tracker for Interactive Brokers investors. Import the Interactive Brokers Activity Flex Query and see your real time-weighted return against the S&P 500, in US dollars or euros. Every holding is checked against your own view of the markets, and one 0–100 portfolio score sums it up, with the reasons behind it.
Create a free accountThen import your Interactive Brokers file and choose the themes you believe in.
How to export from Interactive Brokers
The file you need is the Activity Flex Query, as a CSV file. These are the same steps StockDashes shows when you import it.
- In Client Portal go to Performance & Reports → Flex Queries and click + next to Activity Flex Query.
- Under Sections choose Trades → Executions, tick Select all, save, give the query a name and click Create. Leave the date format as it is.
- Run the query: Period = Custom date range, Format = CSV, then Run and download.
- One run covers at most 365 days. Invested longer? Run it per year and upload every file together.
Steps last checked October 2026. If a menu looks different, the export is usually under History or Reports.
What StockDashes shows from a Interactive Brokers file
Every trade
Each trade in the Activity Flex Query becomes your holdings with their average cost, your realised gains and losses, and the daily history behind your time-weighted return against the S&P 500.
Several accounts or years
Upload one file per account, or one per year: they are read together into one portfolio.
The portfolio score
Your dashboard puts one score from 0 to 100 on your portfolio: how well your holdings fit the themes you chose, how diversified they are and how much they swing, with the reasons behind every part. Below is the score card, shown with a fictional example portfolio.
Portfolio score
Example portfolioFrequently asked questions
Does StockDashes need my Interactive Brokers login?
No. StockDashes never asks for your Interactive Brokers login or password. You export a file from Interactive Brokers and upload it to your StockDashes account; the file is read when you import it and isn’t kept.
Which Interactive Brokers file do I need?
The Activity Flex Query, as a CSV file. It brings in every trade in your account.
Is StockDashes free?
Yes. The account is free: create one, import your Interactive Brokers file and see your real return and your portfolio score.
Which currency does StockDashes use?
Your choice of US dollars or euros. Values, returns and your score are shown in the currency you choose, against the S&P 500 total return in that same currency, and you can change it any time in Settings.
How often should I import my Interactive Brokers file again?
Whenever you have traded and want your history up to date: export a new file from Interactive Brokers and import it in Edit Portfolio. Between imports, your holdings are valued at the latest prices.
Is my portfolio data private?
Yes. Your portfolio is saved only to your own account and never shown to anyone else. The holdings and transactions from your file are stored in London (UK). There’s no broker login, and we never sell your data.
StockDashes is not affiliated with Interactive Brokers. The example portfolio is fictional. Nothing on this page is investment advice.