PORTFOLIO
INTELLIGENCE
FOR IBKR
Connect your Interactive Brokers account and get clean charts, P&L tracking, and portfolio analytics. Refreshed every trading day. No spreadsheets. No guessing.
NO CREDIT CARD REQUIRED · READ-ONLY ACCESS · ANY IBKR ACCOUNT
PORTFOLIO CHARTS
Track your portfolio value over time with interactive charts. See growth trends, drawdowns, and momentum at a glance.
P&L TRACKING
Realized and unrealized gains broken down by position. Know exactly what's working and what isn't.
ALLOCATION BREAKDOWN
Understand how your capital is distributed across positions. Spot concentration risk and rebalancing opportunities instantly.
POSITIONS TABLE
Full positions list with market value, cost basis, and daily change — updated every trading day from IBKR data.
HISTORICAL NAV
Track your net asset value history over days, weeks, and months. See the full picture of your long-term progress.
READ-ONLY & SECURE
Connected via IBKR's official reporting service. We receive data exports only — no trades, no transfers, ever.
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