Interactive Brokers is the platform of choice for professional and active traders, offering access to 150+ markets worldwide with sophisticated options, futures, and forex capabilities. Connect to Quadratic for portfolio analysis that matches IBKR's professional-grade tools.
- Connect IBKR brokerage accounts with global holdings.
- Track options, futures, and forex positions.
- Monitor margin utilization and interest costs.
- Import multi-currency portfolio data.
- Analyze international stock holdings.
- Secure Plaid connection with read-only data access.
Why Interactive Brokers + Quadratic?
IBKR offers professional-grade trading. Quadratic provides professional-grade analysis.
Global View
IBKR's global market access deserves global portfolio analysis - track 150+ markets in one view.
Derivatives Analysis
Options, futures, forex - analyze your complex strategies with Quadratic's flexible tools.
Cost Analysis
Track commissions, margin interest, and other costs to understand your true trading expenses.
Use Cases
How Quadratic users analyze their IBKR accounts.
Global Portfolio
- Track holdings across 150+ markets.
- Monitor multi-currency positions.
- Analyze international diversification.
Options & Futures
- Track complex options strategies.
- Monitor futures and forex positions.
- Analyze derivatives P&L over time.
Margin Analysis
- Monitor margin utilization rates.
- Track interest costs on margin.
- Analyze buying power over time.
Pro Trading
- Analyze trading commissions and costs.
- Track order execution quality.
- Monitor portfolio turnover.
AI-powered IBKR analysis
Ask questions about your portfolio naturally. 'What's my exposure to European markets?' or 'Show my options P&L by strategy' - get instant answers and visualizations.
Beyond TWS
Trader Workstation is powerful for trading. Quadratic adds portfolio analysis, combining IBKR with other accounts and providing flexible reporting tools.
Secure connections
Connect through Plaid with bank-level security. Your IBKR credentials stay with Plaid - Quadratic only receives read-only data.
FAQ
How do I connect my Interactive Brokers account to Quadratic?
In Quadratic, go to Connections, select Plaid, and search for Interactive Brokers. Sign in with your IBKR credentials to establish a secure, read-only connection.
Which IBKR accounts are supported?
Interactive Brokers individual accounts, joint accounts, and IRA accounts are supported. Both IBKR Pro and IBKR Lite accounts can be connected.
Can I track international holdings?
Yes. IBKR's global market access means your international positions are included, allowing you to analyze your worldwide portfolio.
Does Quadratic support options and futures data?
Yes. Options and futures positions are included in your account data, allowing you to track complex derivatives strategies.
Can I analyze margin and interest costs?
Account data includes balance and margin information, allowing you to track margin utilization and understand your borrowing costs.
Is connecting my IBKR account secure?
Yes. Quadratic uses Plaid for authentication. Your IBKR credentials are never stored by Quadratic, and all access is read-only.
Explore other connections
Quadratic supports a growing list of data sources. Combine and compare data across sources using Quadratic.
