Upload a broker statement or connect Interactive Brokers by token: trades, dividends and fees come in on their own. The platform calculates your return, compares it with the S&P 500 and shows what is working in the portfolio and what is dead weight.
By file, automatically or by hand: choose what suits you, and the methods can be combined.
Download the Activity Statement as a CSV and drag the file into the dashboard. The platform parses trades in stocks, ETFs and options (a contract is counted with a multiplier of 100), dividends, withholding tax, fees and currency conversions.
The account statement from Lightyear is uploaded the same way. If you pick a tax report or a bank statement by mistake, the platform tells you exactly which file is needed.
No ready-made format for your broker? Build a table from the template: ticker, date, quantity, price, commission, currency and exchange rate. It understands buys, sells, dividends, coupons and interest, deposits, withdrawals, fees and splits.
Create a Flex Web Service token and a Query ID in Interactive Brokers: step-by-step instructions are built into the connection window. After that, trades, dividends, fees and cash balances update automatically once a day, and the “Refresh” button starts a sync by hand.
Before anything is saved, you see which rows were recognized, which were not, and why. Nothing goes into the portfolio until you confirm the import.
Uploaded the same file twice, or the statement periods overlap? Repeated rows are skipped, so the figures are not doubled.
A buy, sell, dividend, deposit, withdrawal or account balance can be added by hand, with a fee, a currency and a note.
The Flex token gives access to reports and cannot place trades. The platform does not ask for your broker password, and the token itself is stored encrypted.
The same reports the InvestHub team uses to look at its own portfolio.
Value, amount invested, unrealized profit in money and in percent, free cash and the number of positions: the first thing you see when you open the page.
A chart built from daily snapshots shows how much money you put in and what it is worth now. The gap between the lines is your result.
Returns by year and by month next to the index: you see right away whether your stock selection beats a plain index fund.
Each month is colored by its result: good and bad periods can be read at a glance, without tables.
Weights by individual position, by asset class (stocks and ETFs, options, crypto, cash) and by currency. You can see where the portfolio is skewed.
How much the portfolio brought in as dividends and how much you paid your broker, by year. Fees rarely get a look, and they should.
Which positions made a profit and which are dragging the result down, for each period.
The result for every security you have already sold: how much you made or lost and when you closed it.
Open a position: your buys and sells are marked on the price chart. You can see how you entered and what the price did afterwards.
Calculated with the XIRR method, which takes the date and amount of every deposit and withdrawal into account. If you add money in the middle of the year, the result is not distorted.
The platform spots typical problems on its own: funds with overlapping holdings, duplicate ETFs, too large a share in one security or sector, a currency skew and cash that sits idle. Available on the Premium and Infinite plans.
If the figures look suspicious, for example more sells than buys, the platform shows a warning and tells you which statement is missing.
Figures in the illustrations are examples that show how the tool looks, not anyone’s real account.
The data is loaded once and works in several sections.
InvestHub has its own MCP server. Connect it to Claude and work with your portfolio in a conversation, without opening the dashboard.
Portfolios from this section go into “My capital” automatically and are valued at their current positions.
The same set of reports is built for the founder’s portfolio: compare your return and structure with how the team invests.
Your positions become buildings in a shared 3D city of investors: the larger the weight, the taller the building.
Every portfolio has a base currency. Trades in other currencies are converted at the rate on the transaction date.
The portfolio understands more than stocks. Option trades from the IBKR statement are counted by contract and form a separate asset class.
You can start for free, with no card. The limits are lifted from the first paid plan.
Compare plansShort answers to what people ask most often
Interactive Brokers: the Activity Statement in CSV and automatic sync by token. Lightyear: the account statement in CSV. Any other broker: through the generic CSV template, into which you can move trades from any export.
The connection works through a Flex Web Service token. It gives access to reports only: it cannot be used to place trades or withdraw money. The platform does not ask for your broker password, and the token is stored encrypted.
A connected IBKR account syncs automatically once a day, and you can press “Refresh” at any time. The broker itself releases reports with a one-day delay, so today’s trades appear tomorrow.
One portfolio, one data source and the first 50 trades. Sign-up needs no card. If you have more trades, the limits are lifted from the Starter plan.
A single transaction cannot be edited yet. If there is a mistake in the data, reset the import and upload the statement again: the history is cleared and your broker connections are kept.
The section is under active development, and some brokers have non-standard rows in their statements. That is why diagnostics run after an import: if the figures do not add up, you see a warning.
Each tool works on its own, and together they cover the whole investor journey
Free, with no card. You can move to a paid plan later if you want more.
InvestHub is not an investment adviser and gives no personal investment recommendations. The materials and tools on the platform are for information only. Past performance does not guarantee future results.