How does IB Analytics retrieve data from Interactive Brokers?

It integrates seamlessly with the Interactive Brokers Flex Query API v3, enabling automated and secure fetching of your account data with multi-account support.

Can I analyze multiple Interactive Brokers accounts simultaneously?

Yes, IB Analytics features multi-account support, allowing you to fetch data, perform analysis, and generate consolidated or individual reports for several IB accounts at once.

What is IB Analytics?

IB Analytics is a powerful software tool designed for comprehensive portfolio analysis of Interactive Brokers accounts. It automates data fetching and generates rich, insightful reports.

What types of financial analysis does IB Analytics provide?

IB Analytics offers a wide range of analysis capabilities, including Performance, Tax, Cost, Risk, and Bond analytics to give you a complete view of your portfolio.

What reporting options are available with IB Analytics?

The tool generates rich, detailed reports in various formats, including direct console output, interactive HTML with charts, and optional PDF output for easy sharing and review.

IB Analytics: Interactive Brokers Portfolio Analytics Tool

IB Analytics is a powerful Python library designed to streamline and enhance portfolio management for Interactive Brokers (IB) account holders. It offers multi-account support and seamlessly integrates with the IB Flex Query API v3 to automate the fetching of financial data. Users can perform comprehensive analyses on their portfolios, covering performance, tax implications, cost efficiency, risk assessment, and detailed bond analytics. The library prioritizes data integrity with Pydantic v2 for type safety, supports asynchronous operations for efficient data retrieval, and provides flexible reporting options including console, HTML, and PDF formats. It also includes an MCP server for integration with clients like Claude Desktop.

Características Principales

01Multi-Account Support for simultaneous analysis

02Automated data fetching via IB Flex Query API v3

03Rich reporting: Console, HTML, and optional PDF output

04Comprehensive analytics: Performance, Tax, Cost, Risk, and Bond

05Type-safe data validation with Pydantic v2

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Casos de Uso

01Generating customizable reports for individual or multiple Interactive Brokers accounts in various formats.

02Performing detailed analysis on investment portfolios for performance, tax, cost, and risk assessment.

03Automating the retrieval and processing of financial data from Interactive Brokers accounts.

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IB Analytics

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