How to Export a CSV from Interactive Brokers

Download your activity statement from the IBKR Client Portal.

1. 1

   Log in to Client Portal

   Go to clientportal.ibkr.com and log in to your account.

2. 2

   Open Reports

   Navigate to Performance & Reports → Statements.

3. 3

   Generate an Activity Statement

   Select "Activity" as the statement type, set your date range to cover your full history, and choose CSV as the format.

4. 4

   Download and import

   Click Run, then download the file. Upload it in Oitava's import dialog.