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
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
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 — and see them overlaid alongside your trade history. Your investment story, told in context.
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.
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