Import from Interactive Brokers Activity Statement .csv
You can import your Interactive Brokers portfolio into FIREkit using the Activity Statement in CSV format. The report contains the account activity FIREkit needs to create your assets and transaction history.
Important: FIREkit supports the CSV Activity Statement. PDF, HTML, Flex Query, and Trade Confirmation files cannot be used for this import.
1. Download your Activity Statement from Interactive Brokers
Step 1: Open the Statements page
Sign in to the Interactive Brokers Client Portal.
Open Performance & Reports → Statements.
Alternatively, open the main menu and select Reporting → Statements.
Step 2: Run an Activity Statement
In the Statements section, find Activity Statement and click the blue Run arrow.
Step 3: Configure the report
Select the following options:
Period: Choose the period you want to import.
Use Year to Date for the current year.
Use Custom Date Range for a specific period.
Use Annually to download a complete previous calendar year.
Date: Select the year or specify the start and end dates.
Account: Select the IBKR account you want to import.
Language: We recommend using English.
Format: Select CSV.
Step 4: Download the .csv file
Run the report and save the generated .csv file to your computer.
Do not open and resave the CSV file in Excel, Numbers, Google Sheets, or another spreadsheet application before importing it. These applications may change the original formatting of the report.
2. Import the Report into FIREkit
Step 1: Start the import
Sign in to your FIREkit account.
Select Create asset → Import Interactive Brokers report
Step 2: Upload the Activity Statement
Drag the downloaded .csv file into the upload area or select it from your computer.
Make sure you upload the original CSV file generated by Interactive Brokers.
Step 3: Review the import
FIREkit imports trades (stocks, bonds, forex), deposits and withdrawals, dividends, withholding tax, fees, transfers, and grant activity. One holding is created per IBKR account in the file.
3. Import Activity from Multiple Years
For a long account history, we recommend generating a separate CSV Activity Statement for each calendar year.
For example:
IBKR-2022.csvIBKR-2023.csvIBKR-2024.csvIBKR-2025.csvIBKR-2026-YTD.csv
Step 1: Download previous calendar years
In Interactive Brokers:
Open Performance & Reports → Statements.
Run an Activity Statement.
Select Annually as the period.
Select the required year.
Select CSV as the format.
Download the report.
Repeat these steps for every year you want to import.
For the current incomplete year, select Year to Date instead.
Step 2: Import the files into FIREkit
Upload each report separately. We recommend importing them in chronological order, starting with the oldest year and finishing with the current year.
For example:
Import 2022.
Import 2023.
Import 2024.
Import 2025.
Import the current year-to-date report.
Use non-overlapping reporting periods so the same account activity is not included in more than one file.
4. Keep Your Interactive Brokers Portfolio Updated via Plaid
After importing your Activity Statement, you can connect the existing Interactive Brokers holdings via Plaid to receive future updates automatically.
See:
5. Troubleshooting
FIREkit does not accept the file
Check that:
the file has a
.csvextension;it is an Activity Statement, not a Trade Confirmation or Flex Query;
the file was downloaded directly from Interactive Brokers;
the file was not modified or resaved in another application.
The report does not include all transactions
Check the selected account and reporting period in Interactive Brokers. For older activity, generate and import a separate annual report for each missing year.
Fixing a bad import
Delete the affected holding and re-import the correct files.