Labelled with the real day
No "today" when the figure is yesterday's. You always know what you're looking at.
For Interactive Brokers accounts · iPhone
Your IBKR portfolio, clear and private.
A calm, read-only companion for your Interactive Brokers account. See what you own, what you made and what it cost, and get a year summary for your taxes. Everything stays on your iPhone.
Coming soon to theApp Store
How your data stays private
7-day free trial, then €4.99 a month or €34.99 a year. Cancel anytime.
- No account to create
- No servers of ours
- Read-only: it can never trade
- No tracking
Privacy
We can't see your portfolio. That's the point.
There's no account to create and no server of ours to send anything to. The app reads your statements straight from Interactive Brokers and keeps them on your iPhone.
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Read-only, by design
Your Flex token can only read reports. It can't place a trade or move money, and the app has no code that could.
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Your token, in the Keychain
Stored only on this iPhone, never in backups or anyone's cloud, and never shown or logged.
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Your portfolio stays on your iPhone
Statements are kept in the app on your phone. There's no server of ours, so there's nothing of yours to leak.
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Locked with Face ID
Turn on the Face ID lock, and nobody who picks up your phone sees your portfolio.
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Delete everything in one tap
Disconnect, and the token and every figure are wiped from the phone. Deleting the app does the same.
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No account, no tracking
No sign-up, no analytics, no ads, no crash reports. We don't know who you are.
The app connects only to Interactive Brokers for your statements, to a central bank for the exchange rates your tax summary needs (the ECB, or the National Bank of Poland), asking only for currencies and dates, and to Apple for your subscription. Nothing is ever sent to us. Privacy policy
Clarity
Every number, honestly labelled.
Interactive Brokers updates your statement once a day, after the close. The app tells you which day each figure covers, and where every euro of your result came from.
Value against money put in
Deposits never look like gains. The gap between the two lines is what you made.
What made your result
Sales, holdings, dividends, tax and interest, for any period, adding up to the cent.
Costs and currency, in plain sight
What trading cost you, and how much the dollar's moves added or took away.
Dividends on the way
Announced dividends and their pay dates, after the tax that will be withheld.
Your whole history, kept up to date
Every year since you opened the account loads by itself. A quiet monthly recap tells you how it went.
Works with any IBKR base currency: euros, pounds, Swiss francs or dollars. Figures above are sample data.
Year summary for taxes
Your tax year, laid out in one tap.
Interactive Brokers doesn't give most European investors a local tax report, so people rebuild one by hand every spring. The app does it for you.
- Sales matched to purchases the way your country requires, from your own trades
- Each purchase and sale converted at the official rate your country requires
- Dividends with the foreign tax already paid, ready to credit
- Export as PDF or CSV for your return or your accountant
Countries
Lithuania · GPM311
Poland · PIT-38
Spain · Modelo 100
Portugal · Anexo J
Germany · KAP, KAP-INV
France · 2074, 2047
Ireland · Form 11, CG1
Latvia
Estonia
Every country gets IBKR's own yearly figures today. The local version is prepared to help you fill in your return; it isn't tax advice, so check it before you file.
Allocation
Stay on the plan you set.
Group your holdings the way you think about them, set a target for each, and see at a glance how far each group has drifted. The app suggests a starting plan from your own holdings.
It never tells you what to buy or sell. You decide.
Set up once, in about five minutes.
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Create a read-only report in IBKR
The app walks you through IBKR's Flex Query screen, setting by setting.
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Paste your token and query ID
They're saved in your iPhone's Keychain, and only there.
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Your portfolio, privately
Your full history loads by itself, and new figures arrive every morning.
One plan. Everything included.
Try the app with sample data for free, no account needed. The 7-day free trial starts when you connect your Interactive Brokers account.
Prices include VAT. Payment is taken by Apple when the trial ends unless you cancel at least 24 hours before, in Settings → your name → Subscriptions.
Questions
Can the app trade or move my money?
No. It uses IBKR's Flex Web Service, which only sends reports. The token you create there can't place orders or move money, and the app never asks for your IBKR password.
Can you see my portfolio?
No. There's no account and no server of ours. Your statements go from Interactive Brokers straight to your iPhone and stay there.
How fresh are the numbers?
IBKR updates Flex statements once a day, after the market closes. The app syncs by itself and labels every figure with the day it covers. It isn't a live-price ticker, by design.
Which countries' tax reports are there?
Lithuania (GPM311), Poland (PIT-38), Spain (Modelo 100, with a Modelo 720 check), Portugal (IRS Anexo J), Germany (Anlage KAP and KAP-INV, with the Vorabpauschale), France (2074, 2047 and 3916, at the weighted average price) and Ireland (Form 11 and CG1: CGT with both payment dates, exit tax with the 8-year deemed disposal) today, with more countries next. Everyone gets a yearly summary of sales, dividends, tax withheld, interest and fees, exportable as PDF or CSV.
Is this investment or tax advice?
No. The app shows your own data and the targets you set. It never recommends what to buy or sell, and its tax summary is there to help you fill in your return, not to replace an adviser.
Does it work on Android?
Not yet. It's built for iPhone first.