Importing Prices from Interactive Brokers (Generic)

This dialog is available in the Advisor version from the File / Import / Prices / Interactive Brokers (Generic)... menu command.

Select the file you wish to import pricing data from. Advisors can download pricing, transaction, security, and position data files from the Interactive Brokers web site. Pricing data is contained in the Position file.

All open investments will be updated. Pricing updates are done based on matching the symbol recorded for each investment with the symbol provided in the import file.

See Also