Add Interactive Brokers

I would like to suggest that you add Interactive Brokers (Australia): https://www.interactivebrokers.com.au...
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    Team Sharesight, I understand the issues that may cause this to be a slow burner with IB and their API......however as my email is constantly peppered with +1's to this thread, the team need to find a suitable workaround in the interim.

    At the very least can you not build a custom import based on the trade report that IB spits out? Or even more rudimentary, can you please create an Excel macro or something to convert the IB report into a Sharesight friendly format? Maybe even a web link I can submit the file to and have it modified and uploaded into my portfolio.

    I just went through the process manually for about 10 trades, converting the IB output to the Sharesight template and it's a bloody headache and took me at least 20 minutes.

    Let's get cracking with the MVP Lean Startup version of the solution, Team Sharesight!
    • Hi Duncan,

      There certainly is a lot of interest in an IB integration and the API solution really isn't a possibility at the moment.

      Your idea of a custom import sounds like a good MVP. I'll also investigate further the flexi service you mention below.

      Would you be able to send to support@sharesight.com an example trade file from IB? If you can send one to us completely un-altered that would be great.

      At the same time, if you are able to describe the location of this file on IB's site as accurately as possible, that would be appreciated.

      We have recently completed a similar import for Google Finance, Yahoo Finance and for a Canadian broker Questrade, so it's certainly a reasonable approach to take and one we're familiar with.
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    In addition to my earlier post, is there any reason you couldn't use the flex web service that IB support?

    It appears I could customise a flexi report in IB with the field structure setup as Sharesight requires.

    Video tutorial here for a guy setting up the webservice to his custom database: https://www.youtube.com/watch?v=wVM_y...

    IB Information:
    https://www.ibtweet.com/en/software/e...
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  • Hello IB Users, Its not easy and as IB doesn't provide contract notes it is difficult, unless you know what you are doing and others have achieved this with ease.
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