Portfolio & holdings
Available symbols, quantities, prices, cost basis, currency, and instrument details. Keep account names with your positions for filtering and pivots.
Build a portfolio tracker →Interactive Brokers (IBKR) + Google Sheets
Your IBKR portfolio.
In Google Sheets.
Bring your Interactive Brokers portfolio into Google Sheets without building your own reporting integration. Connect IBKR through SnapTrade, import the available account data, and keep currencies and instrument types visible in your analysis.
Free add-on · Read-only access · Refresh from the sidebar
From account data to useful rows
Import IBKR positions,
transactions, and balances.
Choose only the tables you need. The add-on writes the data returned by your SnapTrade connection, so missing fields or unavailable datasets are not filled with estimates.
Transactions & dividends
Available buys, sells, dividends, deposits, fees, and other activity in your selected date window. Preserve amounts, types, dates, and descriptions.
Explore transaction imports →Accounts & cash
Account details and available cash and buying power by currency. Keep these separate when building a view across accounts.
See columns and formulas →Recent orders and optional experimental balance history are also available where supported. See all datasets and limits. Refresh fetches SnapTrade’s available snapshot; it does not force a new brokerage sync.
Connect once, reuse your setup
How to connect IBKR to Google Sheets
IBKR Query ID and Token
SnapTrade’s IBKR connection uses a Query ID and Token. In IBKR, open Performance & Reports, then Third-Party Reports. Configure Third-Party Services and enable SnapTrade. Enter the resulting Query ID and Token into SnapTrade’s connection portal, not into Sheets. Then authorize the add-on to read your SnapTrade data.
Read SnapTrade’s IBKR connection guide ↗Connection instructions checked September 25, 2026.
Connect IBKR in SnapTrade
Create or open your SnapTrade Personal account, connect your brokerage, and check that your accounts appear.
Open the add-on in Google Sheets
Follow the installation guide, open Extensions → Brokerage Connect → Open, and choose Connect SnapTrade. Use the same Google account as your spreadsheet and approve read access.
Choose accounts, preview, and import
Select your datasets and destination tabs. For transactions, select Activities and a date range. Review the preview and confirm who can see the spreadsheet before importing.
Refresh when you need an update
Use the sidebar to refresh configured imports with the data available from SnapTrade. Keep formulas and notes in separate analysis tabs. Background or scheduled refresh is not available.
Make the spreadsheet useful to you
Three ways to work with your IBKR data
Start with the reporting connection
This setup uses the SnapTrade third-party reporting service described in its IBKR guide. Follow that flow before opening the Sheets add-on; simply installing the add-on does not create the IBKR reporting connection.
Group by instrument and currency
Keep instrument_kind, currency, and exchange in your positions view when those fields are returned. A symbol alone is not enough to distinguish all instruments in an international portfolio.
Use source dates to judge freshness
Inspect available source_as_of and account sync fields alongside imported_at. The time you imported a report into Sheets is not necessarily the time IBKR’s underlying data was last updated.
IBKR import questions
Is this an IBKR live market data feed?
No. The add-on imports the data available through your SnapTrade reporting connection. Refreshing the spreadsheet does not force an IBKR sync or turn the connection into a streaming quote feed. Use the source timestamps to understand the snapshot.
Can I import IBKR to Google Sheets automatically?
The add-on writes the selected tables for you after you preview and confirm an import. To update them, use Refresh in the sidebar. It does not run unattended, schedule daily imports, or stream live prices.
How much IBKR transaction history can I import?
Choose an inclusive start and end date for Activities. The history actually returned depends on the brokerage, account, and SnapTrade connection. Preview the results; a requested date range does not guarantee records for the entire period.
Who can see my imported brokerage data?
People who can access your spreadsheet may be able to see the imported values, including hidden staging or backup tabs. Check sharing before importing. The add-on requests read access and cannot place trades.
Is the IBKR import free?
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
More details: privacy, disconnecting and deletion, and import troubleshooting.
Your next spreadsheet starts here
Bring your IBKR data into Sheets.
Free add-on · Read-only access · Refresh from the sidebar
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
Have accounts elsewhere, too?
Add another supported brokerage in SnapTrade Personal and select the available accounts in the same import.
Browse all brokerage guides →Independent integration; not endorsed by Interactive Brokers (IBKR). Brokerage names identify compatible connections and belong to their respective owners.