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Add Interactive Brokers

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I would like to suggest that you add Interactive Brokers (Australia): https://www.interactivebrokers.com.au...

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Ben Clendon (Official Rep) April 14, 2019 22:42

Hi All,

I'm pleased to announce the introduction of our Interactive Brokers integration.

This is very much in a beta phase.

For those of you who are interested in trying the feature out you can follow these steps to get started:

1. Ensure that you have the Enable Beta Features flag set at the bottom of my details:
https://portfolio.sharesight.com/user...

2. Send an email to:
reportingintegration@interactivebroke..., include your IB account #, and request the ShareSight feed.

3. You should receive back from Interactive Brokers a user name and password specific to this integration only.

4. Access the new Interactive Brokers UI here:

5. Then enter the credentials you have been given here:

I'd suggest setting notifications to 'On', at least to start with.

Once per day Interactive Brokers will send a file through to us that includes your days trading. We will upload these approx 9:15 pm AEST

Given the very limited access to real data we've had during development, we are expecting errors to occur once production accounts are hooked into the integration.

If you are happy to share any errors you receive on this topic so that others are aware of any issues that would be appreciated.

You can also message support@sharesight.com with specific details of any issues as they occur. We will look to tackle any issues as soon as possible.

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Ben Clendon (Official Rep) February 25, 2019 04:06

Hi Robert,

Yes we do have an update.

We have finally started development on this integration.

When we are a little further along in our development we will ask on this forum topic for people interested in testing out a beta release.

I'll post an update when we are at this stage.
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Ben Clendon (Official Rep) May 23, 2018 23:05

Hi All,

I'm well overdue to provide an update on our investigation into an IB integration.

In large part because of the feedback and suggestions provided on this topic and directly via our support address we have settled on an IB solution.

We eventually investigated around seven different approaches, but all had draw backs in one form or another.

The solution we will implement requires no direct customer support by us, nor does it require configuration on your part.

If you are interested in having your ongoing IB trade history automatically synced with Sharesight you would need to do the following:

1. Send an email to a dedicated IB address (which I will provide when the feature is ready), include your account # and request the 'ShareSight feed'.

2. Within 2-3 working days IB will provide you with dedicated user and password credentials specific to this integration.

3. You will need to enter those credentials into a form we will develop in Sharesight.

4. We will run a daily sync job that will retrieve your day's trading from IB using the credentials provided and process the trades into Sharesight.

This integration will require some fairly extensive development on our part. We will look to begin work once some pressing work relating to the end of the Australian tax year has been completed.

I will post another update when work is under way.

A big thanks to all those who have provided example files and suggestions.

Regards

EMPLOYEE

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Scott Ryburn (CTO) March 19, 2014 00:30

Hi John,

Thanks for the suggestion. We are happy to look at adding support for Interactive Brokers Australia.

Do you have some sample contract notes that you could share with us for development purposes? As soon as we have some samples available we can look at creating a processing template. If you can help please email any samples to me directly (scott@sharesight.com). Thanks.

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- Ashok Lad October 21, 2017 02:38
  
  Sharesight doesnt provide contract notes. Its file feed, and its easy.
  
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Hi John, Thanks for the suggestion. We are happy to look at adding support for Interactive Brokers Australia. Do you have some sample contract notes that you could share with us for development purposes? As soon as we have some samples available we can look at creating a processing template. If you can help please email any samples to me directly (scott@sharesight.com). Thanks.

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Duncan Owen May 07, 2014 10:12

Not sure if IB send out contract notes by email. They do seem to have robust API's which may help though.

I think someone more technical than me needs to investigate though!

https://www.interactivebrokers.com/en...

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- Ashok Lad May 29, 2017 23:27
  
  IB doesn't provide contract notes, but it's easy to upload trades.
  
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Not sure if IB send out contract notes by email. They do seem to have robust API's which may help though. I think someone more technical than me needs to investigate though! https://www.interactivebrokers.com/en/?f=%2Fen%2Fsoftware%2FapiReleaseNotes%2Fapi967.php%3Fib_entity%3Dllc

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Doug (CEO) May 07, 2014 23:19

Hi Duncan,

From what we can gather Interactive Brokers does not send contract notes out by email. As you point out though, they have a capable IT team who maintain APIs, etc. You're not the first person to request support for Interactive Brokers and we certainly want to build a connection.

We'll our best to chat with IB to see what steps we can take to support their trades.

Cheers,

Doug

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Hi Duncan,<br><br>From what we can gather Interactive Brokers does not send contract notes out by email. As you point out though, they have a capable IT team who maintain APIs, etc. You're not the first person to request support for Interactive Brokers and we certainly want to build a connection.<br><br>We'll our best to chat with IB to see what steps we can take to support their trades.<br><br>Cheers,<br><br>Doug 

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Adam Gilmore January 08, 2015 00:02

Adding Interactive Brokers would make me subscribe.

- Thanks - Adam

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Adding Interactive Brokers would make me subscribe. - Thanks - Adam

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Lulu January 08, 2015 00:31

Hi Adam,

We do have one client who's currently having Interactive broker send through all trades to Sharesight. It was done using FTP. If Interactive broker can arrange the same service for you, then you just need to provide us the FTP host, user & password. Perhaps worth checking with your broker?

In the meantime, I'm contacting IB for an alternative solution.

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Hi Adam, We do have one client who's currently having Interactive broker send through all trades to Sharesight. It was done using FTP. If Interactive broker can arrange the same service for you, then you just need to provide us the FTP host, user & password. Perhaps worth checking with your broker? In the meantime, I'm contacting IB for an alternative solution.

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Christian January 09, 2015 08:26

I get emails from interactive brokers, I have set up a Trade Alert. The email looks like this:
BOUGHT 10 CHMT @ 23.09 (UXXX9225) as of 2015-01-07 09:40:24

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I get emails from interactive brokers, I have set up a Trade Alert. The email looks like this: BOUGHT 10 CHMT @ 23.09 (UXXX9225) as of 2015-01-07 09:40:24

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Lulu January 11, 2015 22:26

Hi Christian,

Thank you for the information. We can probably use this feature. The only issues are that the price here $23.09 is most likely a rounded figure and brokerage isn't mentioned, so the total cost (units* price+ brokerage) will differ from the actual cost.

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Hi Christian, <br><br>Thank you for the information. We can probably use this feature. The only issues are that the price here $23.09 is most likely a rounded figure and brokerage isn't mentioned, so the total cost (units* price+ brokerage) will differ from the actual cost.

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Ryan January 28, 2015 08:25

Hi Lulu

Has there been any progress on the adding IB as a supported broker. I note a PDF report can be created of all trades on a daily basis, would this be helpful?

Thanks - Ryan

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- Scott Ryburn (CTO) February 11, 2015 05:03
  
  Hi Ryan,
  
  Sorry for the delay in replying to you. Basically our current contract note email import service has been designed around Contract Notes which are sent as a single PDF attachment per email with the PDF contract note containing only a single trade record. This functionality works well for virtually all Australasian brokers, but unfortunately not for Interactive Brokers. As lulu mentioned, we do support their FTP service but unfortunately this is only available to their wholesale clients.
  
  We've investigated a variety of options for retail Interactive Brokers clients, but due to the development work required and the relatively low demand we've been unable to prioritise this work. Sorry to be the bearer of bad news - eventually we'd like to have a solution available, but right now it's not something that we're working on and therefore no timeframe is available.
  
  For now the csv upload is the best alternative to manual entry if you have a large volume of trades.
  
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- Allen Walsh March 04, 2017 05:15
  
  I would like you to add NABTrade that I am now using for my Australian shares, the NZ broker costs being too high and their exchange rates too low.
  
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Hi Lulu Has there been any progress on the adding IB as a supported broker. I note a PDF report can be created of all trades on a daily basis, would this be helpful? Thanks - Ryan

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Richie O'Meara November 26, 2015 05:43

This reply was created from a merged topic originally titled Interactive Brokers importing?.

Please can you add Interactive Brokers to your list of supported brokers for importing? Thanks

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<em>This reply was created from a merged topic originally titled <a class="notranslate" target="_blank" href="http://getsatisfaction.com/sharesight/topics/interactive-brokers-importing">Interactive Brokers importing?</a>.</em> Please can you add Interactive Brokers to your list of supported brokers for importing? Thanks

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Emma - Customer Support November 26, 2015 05:44

Hi Richie,

Thanks for your post! Unfortunately, this is not an addition that can be implemented anytime soon. To explain, basically, our current contract note email import service has been designed around Contract Notes which are sent as a single PDF attachment per email with the PDF contract note containing only a single trade record.

This functionality works well for virtually all Australasian brokers, however unfortunately not for Interactive Brokers. We do support their FTP service but unfortunately this is only available to their wholesale clients.

We've investigated a variety of options for retail Interactive Brokers clients like yourself, however due to the development work required and the relatively low demand we've been unable to prioritise this work. Sorry to be the bearer of bad news - eventually we'd like to have a solution available, but right now it's not something that we're working on and therefore no timeframe is available.

For now the csv upload is the best alternative to manual entry if you have a large volume of trades.

We apologise for the inconvenience!

Cheers,

Emma

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Hi Richie, Thanks for your post! Unfortunately, this is not an addition that can be implemented anytime soon. To explain, basically, our current contract note email import service has been designed around Contract Notes which are sent as a single PDF attachment per email with the PDF contract note containing only a single trade record. This functionality works well for virtually all Australasian brokers, however unfortunately not for Interactive Brokers. We do support their FTP service but unfortunately this is only available to their wholesale clients. We've investigated a variety of options for retail Interactive Brokers clients like yourself, however due to the development work required and the relatively low demand we've been unable to prioritise this work. Sorry to be the bearer of bad news - eventually we'd like to have a solution available, but right now it's not something that we're working on and therefore no timeframe is available. For now the csv upload is the best alternative to manual entry if you have a large volume of trades. We apologise for the inconvenience! Cheers, Emma

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Charde Negus December 07, 2015 01:20

Can anyone advise how to get a CSV from interactive brokers? I too would also like to see them added as a broker. As I have a portfolio with them here in Hong Kong and my Australian portfolio. Thanks, Charde

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- MV April 20, 2016 22:24
  
  Charles, I think this is what you are looking for - just email IB and tell them if you want to use their FTP server or yours. Suggest you use the GPG option:
  https://www.interactivebrokers.com/en...
  
  Hope that helps.
  
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Can anyone advise how to get a CSV from interactive brokers? I too would also like to see them added as a broker. As I have a portfolio with them here in Hong Kong and my Australian portfolio. Thanks, Charde

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Paul Whalen April 01, 2016 23:11

I am not sure why this Sharesight gets such high praise if it cannot connect to IB or more brokerages in general. I was looking at using Xero for my accounting and using Sharesight as the investment manager. However, cvs uploads or emailed pdfs are not workable solutions for those of us who are frequent traders.

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I am not sure why this Sharesight gets such high praise if it cannot connect to IB or more brokerages in general. I was looking at using Xero for my accounting and using Sharesight as the investment manager. However, cvs uploads or emailed pdfs are not workable solutions for those of us who are frequent traders.

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Doug (CEO) April 04, 2016 05:09

Hi Paul,

We support about 80 brokers in Australasia and are expanding our reach overseas. The connection with IB is something that we have implemented with our professional clients, however, we have yet to make it available to our Investor and Expert plans as it's quite resource intensive.

It might be time, however, to revisit this based on client demand.

What other brokers would you like to see Sharesight connect to?

-Doug

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- Paul Whalen April 04, 2016 14:19
  
  Doug -
  
  Under the professional version, if I track say 2 portfolios its $12 per portfolio or $24 per month?
  
  Thanks
  
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- Joshua Rodrigues (Official Rep) April 05, 2016 03:37
  
  Hi Paul,
  
  Sharesight Pro starts at $12 per month, per portfolio, with a minimum of 5 portfolios to start. So the minimum amount you would be paying would be $60 + GST.
  
  Cheers,
  
  Josh
  
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- Kelly Atkinson April 01, 2017 22:16
  
  I've been watching this thread with interest. IB sends trade notifications about a day after trading, and those can be exported as PDF from IB's Account Management area. Integrating these might be an easy first step. I'm happy to provide any types of information you might need to check this out. I agree that IB support would be SUPERB - as a NZ based investor trading US securities, this is a big part of my trading. I also trade options, but supporting those is another story entirely...
  
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- Ben Clendon (Official Rep) April 02, 2017 22:53
  
  Hi Kelly,
  
  I'm keen to explore your suggestion in more detail.
  
  If you would be happy to send a couple of example PDF's through to me I will investigate further with our team here.
  
  You can send them direct to me at ben.clendon@sharesight.co.nz
  
  Please note your examples would be shared internally for the purposes of assessing the opportunity.
  
  Many thanks for your suggestion.
  
  Regards
  Ben
  
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Hi Paul, We support about 80 brokers in Australasia and are expanding our reach overseas. The connection with IB is something that we have implemented with our professional clients, however, we have yet to make it available to our Investor and Expert plans as it's quite resource intensive. It might be time, however, to revisit this based on client demand. What other brokers would you like to see Sharesight connect to? -Doug

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Duncan Owen April 04, 2016 05:51

Interactive Brokers & OptionsXpress. Please add both.

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Interactive Brokers & OptionsXpress. Please add both.

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FrancesUg April 21, 2016 03:16

Also interested in having Interactive Brokers added.

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Also interested in having Interactive Brokers added.

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Timothy Dahm May 24, 2016 01:01

I also manage an IB portfolio second to my CMC portfolio. I too would like sharesight integration. More people than you think probably have an IB account but don't mentioned it since it's not supported by Sharesight.

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I also manage an IB portfolio second to my CMC portfolio. I too would like sharesight integration. More people than you think probably have an IB account but don't mentioned it since it's not supported by Sharesight.

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John May May 27, 2016 03:38

Ditto for integration with Interactive Brokers

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Ditto for integration with Interactive Brokers

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Gregory Madden May 27, 2016 09:45

Yes I would like to Interactive Brokers set-up.

The following page says you can have IB Delivery Settings via FTP. I am not retail

IB Delivery Settings

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Yes I would like to Interactive Brokers set-up. The following page says you can have IB Delivery Settings via FTP. I am not retail <a href="https://www.interactivebrokers.com/en/software/etmug/employeetrack/etreports/ib_delivery_settings.htm">IB Delivery Settings</a>

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andrew rawstron May 31, 2016 03:27

yes I would like Interactive brokers added.

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yes I would like Interactive brokers added.

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Adriaan Hart May 31, 2016 13:39

absolutely necessary to add interactive brokers. Don't forget, they work with many licensees around the world and many many clients! Adriaan

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absolutely necessary to add interactive brokers. Don't forget, they work with many licensees around the world and many many clients! Adriaan

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Emanuel June 02, 2016 05:41

I concur it's definitely necessary to integrate IB as it's the brokerage of choice for the informed wholesale investor.

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I concur it's definitely necessary to integrate IB as it's the brokerage of choice for the informed wholesale investor.

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Petri Tuononen June 28, 2016 14:02

I also need IB integration to be able to use Sharesight. It should require no manual work from investors to add trades to Sharesight.

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I also need IB integration to be able to use Sharesight. It should require no manual work from investors to add trades to Sharesight.

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Nigel Maskery September 30, 2016 06:56

I would also like IB to be added to the list.

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I would also like IB to be added to the list.

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Phillip Edwards October 07, 2016 14:09

Another vote for adding IB.

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Another vote for adding IB.

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Ryan Byrne October 10, 2016 12:39

I also want IB added as I plan on moving from Commsec to them

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I also want IB added as I plan on moving from Commsec to them

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John Robinson October 26, 2016 05:29

I'd love IB added, as well as Optionsxpress.

I'd like to be able to track options through share sight also - especially written calls and puts.

Thanks!

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I'd love IB added, as well as Optionsxpress. I'd like to be able to track options through share sight also - especially written calls and puts. Thanks!

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rock water October 26, 2016 09:49

Doug (CEO) 7 months ago you posted that Sharesight were considering bringing IB to the Expert and Investor plans. Any update on that ?

I also sit in the wings waiting for Sharesight to add IB, so I can combine the lowest cost access to Global Markets with a fully automated end to end admin :-

IB --> Sharesight --> XERO is what I'm aiming for.

thanks

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Doug (CEO) 7 months ago you posted that Sharesight were considering bringing IB to the Expert and Investor plans. Any update on that ? I also sit in the wings waiting for Sharesight to add IB, so I can combine the lowest cost access to Global Markets with a fully automated end to end admin :- IB --> Sharesight --> XERO is what I'm aiming for. thanks

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Paul Lindsay November 22, 2016 11:57

Also looking for IB support.

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Also looking for IB support.

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Anthony Hart November 29, 2016 08:05

Interactive Brokers support would be fantastic.
Understand that contract note process is probably difficult but direct integrations (like you have with CMC etc.) wouldn't be too hard I thought...
I was under the impression that IBs APIs etc were pretty user friendly...

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Interactive Brokers support would be fantastic. Understand that contract note process is probably difficult but direct integrations (like you have with CMC etc.) wouldn't be too hard I thought... I was under the impression that IBs APIs etc were pretty user friendly...

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Shai Nathoo February 28, 2017 02:44

I would be interested if IB was added

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I would be interested if IB was added

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Allen Walsh March 04, 2017 05:18

Please consider adding NABTrade.

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- Duncan Owen March 20, 2017 06:07
  
  My NABtrade transactions are going into Sharesight!
  
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- Angela Thompson (Digital Marketing Manager) April 05, 2017 04:55
  
  Allen - Just in case you missed Duncan's reply, we already support nabtrade contract notes. Here's how to send them to Sharesight in order to have future trades automatically incorporated into your portfolio: https://help.sharesight.com/contract_...
  
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Please consider adding NABTrade.

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shaun March 19, 2017 21:57

Interested in IB integration.

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Interested in IB integration.

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Mitchell Sonogan April 04, 2017 11:18

How is Sharesight tracking with IB integration? Considering the volume of ANZ brokers supported I would assume you have made progress by now?

What is the issue?

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- Ben Clendon (Official Rep) April 05, 2017 04:09
  
  Hi Mitchell,In the last few minutes we released our new 20 min delayed pricing feature for the ASX. We've been focusing on this feature as it ranked as the most popular on our forum.IB integration is the next most popular feature, so I'm starting to look into this today.I will keep this topic updated as we work out a plan of attack.RegardsBen
  
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How is Sharesight tracking with IB integration? Considering the volume of ANZ brokers supported I would assume you have made progress by now? What is the issue?

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James Light April 24, 2017 06:32

+1 for IB integration please

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+1 for IB integration please

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tom73tom73 April 24, 2017 11:26

Looking to use Sharesight, but an IB link or feed is the key...

+1

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Looking to use Sharesight, but an IB link or feed is the key... +1

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Ben Clendon (Official Rep) April 28, 2017 00:11

Hi All,

During our initial scoping work regarding an IB integration we have come across a very new API (Application Programming Interface) feature that IB only introduced 2 months ago. This new IB feature is likely our best opportunity for providing an integration into Sharesight.

This API currently only supports trading within the US markets, but they do have plans to expand to other markets.

However, the current early structure of the API does not support the importing of our clients data into Sharesight in the manner we require.

We met with IB this morning and discussed what we require from this API and also sought clarification from IB about their development plans for the API moving forward.

They have indicated they will get back to us next week with more information about the possibility of working with us on a solution and also their road-map moving forward.

I will update this forum topic when we know more.

Regards
Ben

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Hi All, During our initial scoping work regarding an IB integration we have come across a very new API (Application Programming Interface) feature that IB only introduced 2 months ago. This new IB feature is likely our best opportunity for providing an integration into Sharesight. This API currently only supports trading within the US markets, but they do have plans to expand to other markets. However, the current early structure of the API does not support the importing of our clients data into Sharesight in the manner we require. We met with IB this morning and discussed what we require from this API and also sought clarification from IB about their development plans for the API moving forward. They have indicated they will get back to us next week with more information about the possibility of working with us on a solution and also their road-map moving forward. I will update this forum topic when we know more. Regards Ben

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tom73tom73 April 28, 2017 01:29

Thanks Ben, good to hear, watching with keen interest in how it goes.

Cheers,
Tom.

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Thanks Ben, good to hear, watching with keen interest in how it goes. Cheers, Tom.

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Ben Clendon (Official Rep) May 11, 2017 00:06

Hi All,

A quick update on our IB integration.

Following on from my last post, we've received a response back from IB. See below a couple of the questions we put to them and the answers we've received back.

Question: Does the API have the ability to import a client’s full trading history
Answer: This is not yet available, but it is in the development queue to add to the WebAPI

Question: What is the road map for IB to add support for exchanges outside of the US, eg ASX and NZX
Answer: Adding global stocks is in progress. It will likely take 3-4 weeks.

I will be following up with them in the next two months if I haven't heard back sooner.

Regards
Ben

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Hi All, A quick update on our IB integration. Following on from my last post, we've received a response back from IB. See below a couple of the questions we put to them and the answers we've received back. Question: Does the API have the ability to import a client’s full trading history Answer: This is not yet available, but it is in the development queue to add to the WebAPI Question: What is the road map for IB to add support for exchanges outside of the US, eg ASX and NZX Answer: Adding global stocks is in progress. It will likely take 3-4 weeks. I will be following up with them in the next two months if I haven't heard back sooner. Regards Ben

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Todd Trenear May 30, 2017 01:51

IB and OptionsXpress would be two great additions.

Thanks Todd

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- Emma - Customer Support May 30, 2017 03:40
  
  Hi Todd,
  
  Thanks for your vote! If you'd like to leave your vote for Options Xpress too please vote on this page: https://c.getsatisfaction.com/sharesight/topics/new_email_supported_broker
  
  Have a lovely day!
  
  Cheers,
  
  Emma
  
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IB and OptionsXpress would be two great additions. Thanks Todd

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hunnoms June 20, 2017 06:46

I am another Australian-tax-frustrated customer of IB.
IB integration would be excellent.

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I am another Australian-tax-frustrated customer of IB. IB integration would be excellent.

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Charde Negus August 01, 2017 05:33

Any update on progress with IB? Thanks

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- Ben Clendon (Official Rep) August 01, 2017 21:34
  
  Hi Charde,
  
  We have had an update - on the 21st June Interactive Brokers informed us they now support stocks worldwide (I'm not quite sure how wide they mean) via their new API.
  
  So, that would appear to tackle one of two outstanding issues we have with their API.
  
  The remaining issues make integration impossible right now, but they do have tasks in their development queue to tackle these remaining problems.
  
  They are keeping us informed with their progress, so I shall endeavour to post those updates on this forum topic as I receive them.
  
  Regards
  Ben
  
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Any update on progress with IB? Thanks

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Steffi August 30, 2017 02:35

Once IB is online I will subscribe!

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Once IB is online I will subscribe!

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Ben McQuillen October 01, 2017 22:31

I'm in once IB is fully integrated into sharesight.

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I'm in once IB is fully integrated into sharesight.

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Royston Tay October 17, 2017 20:52

I'll require iB too. all my trades are on it.

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I'll require iB too. all my trades are on it.

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David Brown October 21, 2017 00:55

+1 For IB integration.

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+1 For IB integration.

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Ashok Lad October 21, 2017 02:36

Other platform provider has done it easily. www.unip.com.au

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Other platform provider has done it easily. www.unip.com.au

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James Bell January 15, 2018 02:05

I'll sign up if IB is added

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I'll sign up if IB is added

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Nigel Morrison January 18, 2018 05:18

Again, would love to see IB added! Considering switching to platform with IB integration...

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Again, would love to see IB added! Considering switching to platform with IB integration...

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