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Uploading Interactive Brokers Trades

Let's get your trades out of Interactive Brokers and into Chartlog

Adrian Campos avatar
Written by Adrian Campos
Updated over 3 years ago

Step 1: Open your Interactive Brokers account web site, go to Performance & Statements, then click Statements. (Make sure to login to the proper account type, SIM or REAL)

Step 2: If you have multiple IB accounts, the Account Selector opens. Search for and select an account.

Step 3: On the right hand side of the screen look for "Third Party Downloads"

Step 4: Choose the TradeLog selection

Step 5: Select the period and date using the drop-downs provided.

Step 6: Click Run to create the TradeLog report.

Step 7: Download the .tlg file to your desktop (or anywhere else - just remember where you put it). Note - you do not need to open the file; just download it to your desktop.

Step 8: Here on the import page, click "Choose a file", choose the file you created above, and click "Upload".

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