• AutoSync: Interactive Brokers

  AutoSync: Connecting Interactive Brokers Once this is set up you can import trades for the next 365 days before needing to reconnect. This will refresh your trades every 2 hours. When you make a trade through Interactive Brokers it can take 4-6+ hours for IB to make the data available through the feed. Time to set up: 5mins Once this is set up you can import trades for the next 365 days before needing to reconnect. Set up the queries Query 1 - Daily Sync: Follow the instructioPopular

• How uploads work

  You can upload your trades to Option Tracker using a CSV. We have a very sophisticated 'engine' that parses all types of files from brokerages and pulls out all the useful information. First we 'normalize' your data to ensure it all meets a certain format that Option Tracker understands. We then check to see if a trade is an open or a close, we then cross check these against each other to understand if these trades have an effect on themselves (such as closing an earlier trade). Once we've coSome readers

• Supported asset classes

  Option tracker supports importing more than just options. You can also import stocks, OTC, futures and even custom tickers from any market. Please note that we only provide stock prices and option information for the US market in dollars. We do support importing any currency from Interactive Brokers. Trades will be converted into $ at the FX rate on the day they were opened & closed.Some readers

• Refresh auto-sync trades

  To refresh your Interactive Brokers connection select the portfolio that you have connected to IB. Then click the red icon at the top right. It'll spin for around 45 seconds and then countdown to a refresh of your screen. Your account will then be updated. Please keep in mind we refresh your trades every 2 hours anyway but you can use this if you want to double check. If you don'Some readers

• Overlapping Trades

  What is this? When you upload your trades the broker doesn't always provide a lot of information. This means that some trades can appear as duplicate to Option Trackers systems. To avoid errors we remove these from the upload. This is usually OK for smaller accounts but can cause issues where there are actually multiple trades with the exact same execution price, time, strike etc. This becomes an issue when processing multiple closing positions on a larger opening position. I.e. You opened 3 coSome readers

• Deleting trade uploads

  This article explains how you can delete previous uploads, without deleting the portfolio. Head to the trades page. Click add trades Click file upload Click "View previous uploads Click the delete icon next to the upload you'd like to remove.Few readers