Navexa allows you to integrate your Interactive Brokers account, keeping your trade data up to date with automatic daily syncs.
What does the IBKR feed include?
✅ Full trade history is imported in most cases when first connecting (but you must request the historical file).
✅ Ongoing daily syncs of trades, positions, and balances.
✅ Supported instruments: Stocks and ETFs.
❌ Not supported: Options, CFDs, Futures, or other derivatives. These must be manually added to Navexa as Custom Investments.
Enable the IBKR feed for Navexa
To enable the feed, email IBKR to request the Navexa feed.
Send an email to [email protected], include your IBKR account number, and request:
The Navexa feed AND
The historical file
IBKR will provide you with FTP credentials. You’ll then provide these credentials to Navexa as shown in the steps below.
NOTE: If you don't request the historical file, you will not receive your full trade history.
Link your IBKR account with Navexa
Once you have your FTP credentials, follow these steps to link your IBKR account:
Click “Add Holdings” on the Overview or Portfolio page.
Click “Import from Broker/Account.”
Search for Interactive Brokers and select it.
Click “Direct Account Link.”
Enter your details (from the IBKR email):
FTP username (sent by IBKR).
FTP password (sent by IBKR in a separate email).
Click “Next”
Initial sync of trade data
IBKR delivers trade files once a day.
Navexa processes these files and updates your trades automatically.
This can take up to 24 hours after linking your account. Occasionally, IBKR may experience delays in providing the data, which can affect the timing of the sync. If you notice missing trades, revisit after some time to check if the data has updated.
Tip: If you trade Options, CFDs, or Futures, add them as Custom Investments in Navexa to keep your portfolio accurate.
How to generate and upload the Interactive Brokers IBKR CSV file.
Even with the feed enabled, in some cases, you may also need to generate and upload a CSV file of your trades to complete your history.
Steps to Export a CSV from IBKR:
Log in to Interactive Brokers.
Click the Performance & Reports tab and select Flex Queries.
Click + next to Activity Flex Query.
Enter a Query Name.
Select Trades under Sections.
In the pop-up, select Executions, Tick SELECT ALL.
Click Save.
Under General Configuration, change Date Format to mm/dd/yyyy.
Click Create.
Activity Flex Query is created. Click OK.
Run the Activity Flex Query.
Under Period, select Custom Date Range to cover all trades.
Set the format to CSV, then click Run and download your trades.
The export function may be limited to one year of data per file. You may need to perform multiple exports to obtain data spanning multiple years.
Upload your IBKR CSV into Navexa
✅ This step ensures you capture your complete trade history if anything is missing from the automatic feed.
Open the portfolio you want to import into.
Click Add Holdings.
Click Import from Broker/Account.
Search for and select Interactive Brokers.
Choose CSV file upload.
Click Upload CSV (or Choose file) and select your IBKR CSV.
Step through the guided review:
Confirm the import settings (if prompted)
Review any flagged rows (missing symbols, unsupported rows, duplicates)
Confirm the trades before they’re added to your portfolio
Click Confirm/Import to complete the upload.
Important: If Navexa asks you to map columns, you’re not in the IBKR-specific importer. That’s the generic Import Spreadsheet tool (used for unsupported brokers or custom spreadsheets).
To fix it: cancel the import and restart via Add Holdings → Import from Broker/Account → Interactive Brokers → CSV file upload.