Interactive Brokers Excel API
This page is an overview of the three ways to connect Interactive Brokers data to Excel, comparing their strentghs and weaknesses, which is suitable for what, and basic guidance. **IB Excel API options.** There are three different options for connecting Interactive Brokers to Excel: RTD. DDE. ActiveX. At the moment (February 2023), all three require Excel for Windows (they do not work in Excel for [more ...]
Interactive Brokers Quotes in Excel, Made Simple
I am often asked about linking Interactive Brokers quotes to Macroption calculators and to Excel in general. IB offers several ways to do that and although (or because) their documentation is very detailed, the task may be a bit overwhelming to a non-technical person. Here is the simplest way you can get Interactive Brokers quotes into Excel, step by step (there are only three steps). **Step 1: Install [more ...]
Getting Interactive Brokers Statements into a Database
Interactive Brokers provide activity statements in various formats, including PDF or CSV. That said, if you have a large number of transactions, it is better to insert all your IB statements into a database, which you can query as needed. It saves a lot of time. It automates logging of your trades. It makes performance analysis, accounting, and taxes much easier. Below I introduce the rough approach [more ...]