Interactive Brokers | Read-only data | Secure connection
Connect Interactive Brokers to Quadratic
Import your IBKR portfolio to track global holdings, analyze options and futures, and build comprehensive investment dashboards for professional traders.
Get Started FreeInteractive 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.
Interactive Brokers data in Quadratic
Read-only holdings, balances, and investment activity
Portfolio value
$124,860
Return
+7.4%
Dividends
+$216
Holdings
42
Trades
186
Read-only access
On
Holdings and trades
Portfolio table
Turn financial data into a live spreadsheet workflow.
Connect Interactive Brokers once, then analyze accounts, balances, transactions, and investment data with AI, formulas, Python, and charts in Quadratic.
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 Interactive Brokers connection with read-only data access.
Analyze the financial workflows that matter most.
Use Quadratic to move beyond static account views and build reusable analysis across spending, balances, investing, rewards, and cash flow.
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.
Ask AI in plain English
Generate summaries, charts, and analysis from your connected financial data without starting from a blank spreadsheet.
Keep logic editable
Use spreadsheet formulas, Python, SQL-style thinking, and visualizations in one browser-based workspace.
Stay in control
Interactive Brokers connections are read-only, encrypted, and built for secure financial data access.
Start building better financial dashboards today.
Frequently asked questions
How do I connect my Interactive Brokers account to Quadratic?+
In Quadratic, go to Connections, select Interactive Brokers, and 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 secure authentication for your Interactive Brokers connection. 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.
