Navexa lets you integrate your Interactive Brokers account to keep 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.
✅ 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, you need to email IBKR requesting the Navexa feed.
Send an email to [email protected], include your IBKR account number, and request:
The Navexa feed
The historical file
IBKR will provide you with FTP credentials. You’ll then provide these credentials to Navexa as shown in the steps below.
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:
IBKR account number (If you have multiple accounts, you will need to repeat this process for each one).
FTP username (sent by IBKR).
FTP password (sent by IBKR in a separate email).
(Optional) Give the account link a name.
Select which portfolio to insert trades into.
Set the start date for importing trade history.
Click “Link Account.”
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.
Tip: If you trade Options, CFDs, or Futures, add them as Custom Investments in Navexa to keep your portfolio accurate.