TransFolio Interactive Brokers connection

With the TransFolio Interactive Brokers integration, you can import all your transactions, dividends, fees, and taxes via CSV—without manual work.

TransFolio Interactive Brokers connection - lady behind the desktop at ibkr

Say goodbye to manual data entry

Synchronization of all necessary accounts
No manual work, no mistakes – just overview and accuracy.

  • Automatic data import
    All transactions, dividends, interest, and taxes are collected daily – ready for reporting.
  • Cash flows and follow returns
    Track deposits, withdrawals, income, and performance by portfolio, fund, or user.
  • No more manual uploads
    Say goodbye to CSV files, spreadsheets, and manual updates.
  • Reliable data exchange
    Official IB CSV import – correct, secure and error-free.
  • Suitable for clubs, families and funds
    Work with participations and cash management per member or structure.

Effortless import of all your transactions

You no longer need to manually transfer trades. The TransFolio import menu allows you to easily upload CSV files from Interactive Brokers and Lynx.
This way, you have a clear overview of all your purchases, sales, dividends and taxes in just a few seconds.

  • Support for CSVs from IB and Lynx
    No need to fuss with formulas or conversions. Simply drag and load your file.

  • Taxes and dividends automatically recognized
    Your net result is immediately clear, including deductions and interest.
  • Perfect overview per account
    Track each portfolio or club account individually or grouped.
  • Useful for tax returns and reporting
    All information available in the correct format, with attention to tax details.
  • Checking for errors during import
    TransFolio detects duplicate or missing transactions and provides clear warnings.
  • Also works without a clutch
    No need to access your broker account. You retain full control.

Ready to automate your portfolio?

Whether you manage one account or multiple accounts with IB, TransFolio automates your reporting.
Efficiency, overview and tax preparation in one software package.

What other investors say about TransFolio

Discover how this solution makes a difference for investors.

Without stress

I now have separate portfolios for pensions, trading, and dividends. It works flawlessly.

Dirk, Kortrijk

Perfect import

Since I started using TransFolio's CSV import, duplicate transactions are a thing of the past. Everything is checked and uploaded correctly.

Els, Brasschaet

Tax Returns

All dividends and taxes are correctly listed, without any manual work. TransFolio saves me hours every month.

Tom, Roeselare

Multiple portfolios?

I manage three accounts in different currencies. TransFolio Elite makes it easy.

Carlos, Barcelona

Interactive Brokers® is a brand of IBKR. TransFolio is an independent software solution and not affiliated with IBKR.Disclaimer. This information is for informational purposes only and does not constitute personal investment advice. CompuGraphics NV is not a bank or broker. Past performance is no guarantee of future results. Software and data are tools; accuracy is strived for but not guaranteed. Investing involves risks; you remain solely responsible for your choices.