Refreshed every trading day.

Manage your
IBKRInteractive Brokers Portfolio

Connect your Interactive Brokers account and get clean charts, P&L tracking, and portfolio analytics.

CONNECT IBKR
LIVE DEMO

TRY IT YOURSELF

Click through a real FindStox dashboard with sample data โ€” no signup required.

SIGNATURE FEATURE

CHART ANNOTATIONS
& JOURNAL

Every buy, sell, and journal entry you write appears directly on the price chart. Click any date to add a note โ€” earnings reactions, thesis changes, reminders. Your investment story, told in context.

TRADES ON THE CHART

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.

CLICK ANY DATE TO WRITE

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.

YOUR INVESTMENT STORY

Scroll back through your history and remember why you made each decision. Most investors forget. With FindStox, every move has context.

AAPL$332.27+1.75%
1M3M6M1YALL
$250$300
B 50
NOTE
Beat earnings by 12%. Raising PT to $210. Hold core position.
N
S 25
B 30
SepNovJanMarMayJulSep
BUYSELLNOTETAP TO ADD NOTE
JOURNALAAPL
NOTEMAR 14, 2025
Beat earnings by 12%. Raising PT to $210. Hold core position.
BUYJAN 28, 2025
Added on dip after macro selloff. Thesis unchanged โ€” AI chip cycle intact.
SELLNOV 03, 2024
Trimmed 25 shares near ATH. Taking partial profits before election uncertainty.
3 ENTRIES ยท AAPL+ ADD NOTE

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

NEW ยท RESEARCH HUB

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 โ€” so revisiting a position six months later takes seconds, not an afternoon of digging through Drive and email.

ATTACH FILINGS & PDFS

Drop 10-Ks, earnings decks, broker reports, even screenshots onto any date. PDF, PNG, JPG, WEBP โ€” up to 50MB per file. Your research lives next to the trade it inspired.

MARKERS ON THE CHART

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 โ€” your reasoning, in context.

SMART TICKER SEARCH

Symbol autocomplete remembers what you hold and what you've traded before. Type two letters, file a note in seconds โ€” never look up an ISIN again.

AAPL ยท RESEARCH TIMELINE6 ENTRIES ยท 6 FILES
APR 22, 2025
DOCSQ2 earnings deck
earnings-q2-2025.pdf ยท supplemental.pdf
APR 22, 2025
NOTEBeat by 12% on services
Raising PT to $210. Hold core, trim if it gaps 8%+ tomorrow.
MAR 14, 2025
BUY+25 shares @ $172.30
Average cost now $168.40 across 60 shares.
FEB 02, 2025
DOCSQ1 10-Q filing
10q-feb-2025.pdf
JAN 28, 2025
NOTEAdded on dip
Thesis unchanged โ€” AI chip cycle intact. Macro selloff = entry.
DEC 15, 2024
DOCSAnnual report 2024
ar-2024.pdf ยท proxy.pdf ยท esg-summary.pdf
EVERY ENTRY PLOTS AS A MARKER ON THE PRICE CHART

WHY THIS MATTERS: You already do this work โ€” 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

COVERAGE MAP

NEWS & FILINGS
ACROSS 11 MARKETS

We track regulatory filings and issuer press releases from each market's primary disclosure source โ€” not general news, analyst notes, or blog chatter. Every event lands on your chart at its real publication date, as an annotation exactly where it happened.

UNITED STATESSEC filings (EDGAR)
CANADAIssuer press releases
UNITED KINGDOMRNS announcements
GERMANY & AUSTRIAEQS / DGAP disclosures
FRANCEAMF regulated filings
SPAINCNMV filings
ITALYRegulated disclosures
NETHERLANDSAFM disclosures
BELGIUMFSMA disclosures
POLANDGPW / NewConnect reports
AUSTRALIAASX announcements

DON'T SEE YOUR MARKET? Holdings outside these markets show a clear "not yet available" state instead of stale or missing data โ€” we log the demand and use it to prioritize the next market we add.

PLATFORM FEATURES9 MODULES
TWR
+14.2%
SIMPLE RETURN
+20.1%
WIN RATE (R.)
73%
WIN RATE (C.)
68%
RETURN ON COST
+22.4%
FEES PAID
$42.50
POSITIONS
12 stocks
[PERF]
7 metrics

PERFORMANCE ANALYTICS

Time-weighted return, simple return, return on cost, win rate (realized & combined), fees paid โ€” all in one stats grid.

UNREALIZEDREALIZEDCONTRIB.
AMZNAAPLMSFTBRK.BVBABAWBA
[P&L]
3 views

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 ยท 2024
JANAPRJULOCTTODAY
[NAV]
daily

HISTORICAL NAV

Daily portfolio value charted over time. See your net asset value history at a glance, filterable by year.

SYMMKT VALP&L%IRRHELD
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$9,210โˆ’12.4%โˆ’8.1%18m
[POS]
11 columns

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.

STOCKS78%
CASH14%
OPTIONS8%
TOP 3 HOLDINGS56%
HHI SCORE1,240
[ALLOC]
HHI score

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.

AMZN8m held+38.2%p.a.
MSFT22m held+28.4%p.a.
AAPL14m held+22.1%p.a.
BRK.B36m held+9.2%p.a.
BABA18m heldโˆ’8.1%p.a.
[IRR]
per position

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.

JANJUNDEC
GROSS
$1,842
TAX
โˆ’$277
NET
$1,565
[DIV]
tax-aware

DIVIDEND TRACKER

Gross, withholding tax, and net dividends per year. Monthly income bar chart, per-stock breakdown, and a full transaction log โ€” all from your IBKR activity data.

AAPL2 tradesOPENโ–พ
APR 03BUY25 ร— $170.15
JAN 12BUY15 ร— $182.30
MSFT3 tradesOPENโ–ธ
TSLA1 tradeCLOSEDโ–ธ
[TR]
full log

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.

โ—CONNECTIONIBKR REPORTING API
โ—TRADE ACCESSNONE
โ—FUND TRANSFERSNONE
โ—ACCOUNT CHANGESNONE
โ—DATA TYPEEXPORTS ONLY
[SEC]
read-only

READ-ONLY & SECURE

Connected via IBKR's official reporting service. We receive data exports only โ€” no trades, no transfers, no account access. Ever.

METHODOLOGY

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 โ€” just standard financial math you can audit yourself.

[TWR]

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.

r_i = (V_end โˆ’ V_start โˆ’ CF) / V_start
TWR = โˆ(1 + r_i) โˆ’ 1
[IRR]

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.

Solve r in: ฮฃ CF_t / (1 + r)^t = 0
Annualized to a 365-day basis.
[DIV]

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 โ€” what you see is what hit your account.

Gross โˆ’ Withholding = Net
Per position ยท per year ยท per currency
[WIN]

WIN RATE โ€” 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.

Realized = wins_closed / trades_closed
Combined = (wins_closed + wins_open) / (closed + open)
[ALLOC]

CONCENTRATION โ€” HHI

We compute the Herfindahlโ€“Hirschman Index across your holdings to flag concentration risk. A diversified portfolio scores under 1,500; anything above 2,500 is highly concentrated.

HHI = ฮฃ (w_i ร— 100)ยฒ
w_i = position market value / portfolio NAV
[FX]

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.

Cost basis = ฮฃ (qty ร— price ร— FX_at_trade)
Returns reported in account base currency
NOTE: All calculations are deterministic and reproducible from your IBKR exports. Spot-check any number โ€” the math is standard.
โ—AUDITABLEยทโ—INDUSTRY-STANDARDยทโ—NO ML BLACK BOXES

Comparison

Why not just
a spreadsheet?

Spreadsheets, portfolio trackers, FindStox.
See what changes at each step, from your
daily data to the details behind every return.

Compare spreadsheets, generic portfolio trackers and FindStox
The everyday differenceYour investing workflow.From daily sync to deeper analysis.
SpreadsheetBuild it yourself
Generic trackerA general-purpose view
FindStoxPurpose-built for IBKR
Auto-sync from IBKR daily
Not availableManual CSV
Partial / manualCSV upload
Full supportIBRIT API
Time-weighted return (institutional)
Not availableHard to compute
Partial / manualOften simple %
Full supportSub-period linked
Per-position IRR
Not available
Not available
Full supportBrent's method
Dividend tracking (gross/tax/net)
Partial / manualManual entry
Partial / manualNet only
Full supportFull breakdown
Chart annotations + trade journal
Not available
Not available
Full supportBuilt in
Historical NAV (daily resolution)
Not availableSnapshot only
Partial / manualMonthly
Full supportEvery trading day
Concentration / HHI risk score
Not available
Not available
Full supportAuto-calculated
Stays accurate without maintenance
Not availableFormulas drift
Partial / manualManual refresh
Full support~2AM ET daily

Auto-sync from IBKR daily

Spreadsheet
Not availableManual CSV
Generic tracker
Partial / manualCSV upload
FindStox
Full supportIBRIT API

Time-weighted return (institutional)

Spreadsheet
Not availableHard to compute
Generic tracker
Partial / manualOften simple %
FindStox
Full supportSub-period linked

Per-position IRR

Spreadsheet
Not available
Generic tracker
Not available
FindStox
Full supportBrent's method

Dividend tracking (gross/tax/net)

Spreadsheet
Partial / manualManual entry
Generic tracker
Partial / manualNet only
FindStox
Full supportFull breakdown

Chart annotations + trade journal

Spreadsheet
Not available
Generic tracker
Not available
FindStox
Full supportBuilt in

Historical NAV (daily resolution)

Spreadsheet
Not availableSnapshot only
Generic tracker
Partial / manualMonthly
FindStox
Full supportEvery trading day

Concentration / HHI risk score

Spreadsheet
Not available
Generic tracker
Not available
FindStox
Full supportAuto-calculated

Stays accurate without maintenance

Spreadsheet
Not availableFormulas drift
Generic tracker
Partial / manualManual refresh
FindStox
Full support~2AM ET daily
  • Full support
  • Partial / manual
  • Not available
Explore the plans
KNOWLEDGE BASE
[DEF] WHAT IS A STOCK PORTFOLIO?

A stock portfolio is the collection of all investments you hold โ€” stocks, ETFs, bonds, and cash โ€” across one or more brokerage accounts. Managing it well is the foundation of long-term wealth building.

[MGT] WHY PORTFOLIO MANAGEMENT MATTERS

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.

[TRK] FROM SPREADSHEETS TO TRACKING SOFTWARE

Most investors start in Excel. It works โ€” 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.

[VIZ] A PORTFOLIO VISUALIZER FOR REAL INVESTORS

Charts make patterns visible that raw numbers hide. FindStox acts as a Portfolio Visualizer for your IBKR account โ€” showing NAV history, allocation breakdowns, and position-level P&L in a single dashboard.

[DIV] DIVIDEND TRACKER INCLUDED

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 โ€” no manual entry required.

[FREE] BEST FREE PORTFOLIO TRACKER FOR IBKR

FindStox is purpose-built for Interactive Brokers accounts. No generic CSV imports, no manual data entry โ€” just your live IBKR data, visualized. Free to start, with no credit card required.

SETUP SEQUENCE3 STEPS
[01]

CREATE ACCOUNT

Sign up with email or Google. No credit card required. Your account is ready in seconds.

[02]

CONNECT IBKR

Link your Interactive Brokers account through their official reporting service. Setup takes under 5 minutes.

[03]

VIEW PORTFOLIO

Your dashboard populates automatically each trading day. Charts, P&L, positions โ€” all in one terminal.

NOTE: IBKR data is delivered via the IBRIT reporting service. Portfolio data updates at ~2AM EDT on weekdays.
GET STARTED FREE
SECURITY CLEARANCE: READ-ONLY

YOUR ACCOUNT IS ALWAYS SAFE

FindStox connects through Interactive Brokers' official reporting API. We receive data exports only โ€” we cannot place trades, transfer funds, or modify your account in any way. Ever.

Simple, transparent pricing

Coverage by subscription.
Research by the credit.

Your portfolio tells us what to watch.
We tell you when it moves. Start free and
add more as you need it.

Find your level of coverageAll prices in USD Excl. VAT Cancel anytime
Compare FindStox Free, Watch and Pro plans. All prices in USD, excluding VAT.
A little clarity.
A real advantage.Start with the essentials.
Build your edge from there.Compare what's included

Free

Your daily perspective

$0forever

See your portfolio and what moved it, once a day.

Connect IBKR

No credit card needed

Watch

Most popular

Stay a step ahead

$9/ month

Know the moment a filing lands, not that evening.

Billed monthly ยท excl. VAT

Pro

Go deeper on every holding

$29/ month

Everything in Watch, plus AI research on any holding.

Billed monthly ยท excl. VAT

Portfolio essentials
IBKR portfolio dashboardIncludedIncludedIncluded
Daily news digestIncludedIncludedIncluded
Document translationIncludedIncludedIncluded
Live coverage & tools
Instant filing alertsNot includedIncludedIncluded
Filings on your chartsNot includedIncludedIncluded
Upload and attach files.Not includedIncludedIncluded
Screening
Stock screenerBetaNot includedIncludedIncluded
AI research
Portfolio chat in ClaudeNot includedNot includedIncluded
Monthly research creditsNot includedNot included12 credits

Free

Your daily perspective

$0forever

See your portfolio and what moved it, once a day.

Connect IBKR

No credit card needed

What's included

  • IncludedIBKR portfolio dashboard
  • IncludedDaily news digest
  • IncludedDocument translation

Watch

Most popular

Stay a step ahead

$9/ month

Know the moment a filing lands, not that evening.

Billed monthly ยท excl. VAT

What's included

  • IncludedIBKR portfolio dashboard
  • IncludedDaily news digest
  • IncludedDocument translation
  • IncludedInstant filing alerts
  • IncludedFilings on your charts
  • IncludedUpload and attach files.
  • IncludedStock screenerBeta

Pro

Go deeper on every holding

$29/ month

Everything in Watch, plus AI research on any holding.

Billed monthly ยท excl. VAT

What's included

  • IncludedIBKR portfolio dashboard
  • IncludedDaily news digest
  • IncludedDocument translation
  • IncludedInstant filing alerts
  • IncludedFilings on your charts
  • IncludedUpload and attach files.
  • IncludedStock screenerBeta
  • IncludedPortfolio chat in Claude
  • Included12 research credits / month

Founder

Limited offer: 91/100 spots available.

Lifetime access to every Pro feature. Support this project in its early phases and be set forever!

Research credits bought separately, whenever you need them.

$100once ยท excl. VAT
// INITIATE SESSION

START TRACKING YOUR
IBKR PORTFOLIO

Connect your Interactive Brokers account and get a clear, professional view of your investments โ€” updated every trading day.

CONNECT IBKR NOW

NO CREDIT CARD ย ยทย  FREE TO START ย ยทย  READ-ONLY ACCESS