PORTFOLIO
INTELLIGENCE
FOR IBKR
Connect your Interactive Brokers account and get clean charts, P&L tracking, and portfolio analytics. Refreshed every trading day.
NO CREDIT CARD REQUIRED · READ-ONLY ACCESS · ANY IBKR ACCOUNT
Once connected, FindStox turns your raw IBKR data into a complete picture of your portfolio — from high-level performance metrics like time-weighted return and win rate, down to position-level IRR, contribution analysis, and dividend income. Every number you see is calculated fresh each morning, automatically, so you always know exactly where you stand without lifting a finger.
MOCKUP DATA FOR ILLUSTRATION PURPOSES ONLY
CHART ANNOTATIONS
& JOURNAL
Every buy, sell, and journal entry you write appears directly on the price chart. Click any date to add a note — earnings reactions, thesis changes, reminders. Your investment story, told in context.
Every buy and sell from your IBKR account is plotted automatically as a marker on the price chart. See exactly what you paid and when.
Tap any point on the chart to open the journal. Write an earnings reaction, update your thesis, or leave a reminder for your future self.
Scroll back through your history and remember why you made each decision. Most investors forget. With FindStox, every move has context.
WHY THIS MATTERS: Most portfolio trackers show you numbers. FindStox shows you your reasoning. The journal isn't a side feature: it's how you build the discipline to review decisions, spot patterns in your thinking, and become a better investor over time.
MOCKUP DATA FOR ILLUSTRATION PURPOSES ONLY
A RESEARCH TIMELINE
FOR EVERY STOCK
Pin filings, decks, screenshots, and notes to the exact day they happened. Every document, journal entry, and trade plots together on the price chart — so revisiting a position six months later takes seconds, not an afternoon of digging through Drive and email.
Drop 10-Ks, earnings decks, broker reports, even screenshots onto any date. PDF, PNG, JPG, WEBP — up to 50MB per file. Your research lives next to the trade it inspired.
Every document, note, and trade shows up as a marker on the price chart. Hover for the title and file count, click through to download — your reasoning, in context.
Symbol autocomplete remembers what you hold and what you've traded before. Type two letters, file a note in seconds — never look up an ISIN again.
WHY THIS MATTERS: You already do this work — it's just scattered across Drive, Notion, email, and your head. FindStox keeps it on the chart, so your reasoning, your sources, and your trades stay in one place. Forever.
MOCKUP DATA FOR ILLUSTRATION PURPOSES ONLY
PERFORMANCE ANALYTICS
Time-weighted return, simple return, return on cost, win rate (realized & combined), fees paid, and best performer — all in one stats grid.
P&L BREAKDOWN
Three views: unrealized gains by open position, realized gains by closed position, and a contribution waterfall showing each holding's impact on total return.
HISTORICAL NAV
Daily portfolio value charted over time. See your net asset value history at a glance, filterable by year.
| SYM | MKT VAL | P&L% | IRR | HELD |
|---|---|---|---|---|
| AAPL | $42,100 | +18.2% | 22.1% | 14m |
| MSFT | $38,240 | +24.1% | 28.4% | 22m |
| BRK.B | $21,470 | +8.7% | 9.2% | 36m |
| AMZN | $18,900 | +31.5% | 38.2% | 8m |
| BABA | $9,210 | −12.4% | −8.1% | 18m |
POSITIONS TABLE
11-column table with market value, cost basis, P&L, IRR, holding period, contribution %, and dividends per position. Sortable, searchable, and filterable by asset type.
ALLOCATION & CONCENTRATION
Pie chart showing stocks, cash, and options allocation. Includes HHI concentration score and TOP 3/5/10% metrics so you can spot over-concentration at a glance.
INTERNAL RATE OF RETURN
True annualized return per position, accounting for the timing and size of every buy and sell. More accurate than simple P&L% for positions with multiple trades.
DIVIDEND TRACKER
Gross, withholding tax, and net dividends per year. Monthly income bar chart, per-stock breakdown, and a full transaction log — all from your IBKR activity data.
TRADE HISTORY
Full trade log grouped by position. Expand any symbol to see every individual buy and sell with date, quantity, average price, and fill count.
READ-ONLY & SECURE
Connected via IBKR's official reporting service. We receive data exports only — no trades, no transfers, no account access. Ever.
HOW WE CALCULATE.
Every number on your dashboard is computed from raw IBKR activity and position files using the same formulas institutional performance reports use. No proprietary scoring, no opaque indices — just standard financial math you can audit yourself.
TIME-WEIGHTED RETURN
Removes the distortion of deposits and withdrawals. We split the period at each cash flow, compute the return of each sub-period, then geometrically link them.
INTERNAL RATE OF RETURN
True annualized return per position, weighted by both the size and timing of every trade. Solved iteratively with Brent's method on the discounted cash-flow equation.
DIVIDEND TREATMENT
Pulled directly from IBKR's CashTransaction activity records. We separate gross, withholding tax, and net at the position level, and reinvest nothing automatically — what you see is what hit your account.
WIN RATE — REAL & COMBINED
Realized win rate counts only closed positions ending in profit. Combined win rate also credits open positions currently above cost basis. Both shown side-by-side so you can spot survivor bias in your own track record.
CONCENTRATION — HHI
We compute the Herfindahl–Hirschman Index across your holdings to flag concentration risk. A diversified portfolio scores under 1,500; anything above 2,500 is highly concentrated.
MULTI-CURRENCY HANDLING
Positions in non-base currencies are converted using the FX rate at each transaction date (from IBKR's report), not today's spot rate. This isolates true investment performance from currency drift.
WHY NOT JUST A SPREADSHEET?
Most IBKR users start with Excel, then move to a generic portfolio tracker, then come here. Here's what changes at each step.
| CAPABILITY | SPREADSHEET | GENERIC TRACKER | FINDSTOX |
|---|---|---|---|
| Auto-sync from IBKR daily | ○Manual CSV | ◐CSV upload | ●IBRIT API |
| Time-weighted return (institutional) | ○Hard to compute | ◐Often simple % | ●Sub-period linked |
| Per-position IRR | ○— | ○— | ●Brent's method |
| Dividend tracking (gross/tax/net) | ◐Manual entry | ◐Net only | ●Full breakdown |
| Chart annotations + trade journal | ○— | ○— | ●Built in |
| Historical NAV (daily resolution) | ○Snapshot only | ◐Monthly | ●Every trading day |
| Concentration / HHI risk score | ○— | ○— | ●Auto-calculated |
| Stays accurate without maintenance | ○Formulas drift | ◐Manual refresh | ●~2AM ET daily |
● FULL SUPPORT◐ PARTIAL / MANUAL○ NOT AVAILABLE | |||
A stock portfolio is the collection of all investments you hold — stocks, ETFs, bonds, and cash — across one or more brokerage accounts. Managing it well is the foundation of long-term wealth building.
Good portfolio management means knowing your allocation, monitoring performance, and understanding your risk exposure at all times. Without the right tools, this becomes a spreadsheet nightmare. Investment portfolio management software gives you that clarity instantly.
Most investors start in Excel. It works — until it doesn't. Prices go stale, formulas break, and P&L calculations become a chore. FindStox pulls your data automatically from IBKR so your numbers are always current.
Charts make patterns visible that raw numbers hide. FindStox acts as a Portfolio Visualizer for your IBKR account — showing NAV history, allocation breakdowns, and position-level P&L in a single dashboard.
Dividend investors need to know what they've received, when, and from which positions. FindStox's built-in dividend tracker surfaces your income history from IBKR activity data — no manual entry required.
FindStox is purpose-built for Interactive Brokers accounts. No generic CSV imports, no manual data entry — just your live IBKR data, visualized. Free to start, with no credit card required.
CREATE ACCOUNT
Sign up with email or Google. No credit card required. Your account is ready in seconds.
CONNECT IBKR
Link your Interactive Brokers account through their official reporting service. Setup takes under 5 minutes.
VIEW PORTFOLIO
Your dashboard populates automatically each trading day. Charts, P&L, positions — all in one terminal.
YOUR ACCOUNT IS ALWAYS SAFE
FindStox connects through Interactive Brokers' official reporting API. We receive data exports only — we cannot place trades, transfer funds, or modify your account in any way. Ever.
START TRACKING YOUR
IBKR PORTFOLIO
Connect your Interactive Brokers account and get a clear, professional view of your investments — updated every trading day.
NO CREDIT CARD · FREE TO START · READ-ONLY ACCESS