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 in your Apple ID settings.
- 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.
Where your data goes
The app talks to three places. This is everything each one receives.
- Interactive Brokers
- Your read-only Flex token, to send back your statements. The token can only read reports: it can't trade or move money.
- European Central Bank
- Currency codes and dates, to send official exchange rates for the tax summary. Nothing about you.
- Apple
- Your subscription, handled in the App Store under Apple's own privacy policy.
- Us, the developer
- Nothing. No account, no analytics, no crash reports.
Your token, in the Keychain
Stored only on this iPhone, never in backups or anyone's cloud.
Face ID, and one-tap delete
Lock the app with Face ID. Disconnect and every figure is wiped from the phone.
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 first in, first out, from your own trades
- Each purchase and sale converted at the official ECB rate of its own day
- 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 · next
Latvia
Estonia
Spain
Germany
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.
- 1
Create a read-only report in IBKR
The app walks you through IBKR's Flex Query screen, setting by setting.
- 2
Paste your token and query ID
They're saved in your iPhone's Keychain, and only there.
- 3
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 → Apple ID → 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) 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.