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Kai

05 May 2021

∙

General Investing

Is there a better way to monitor your investments month by month, per ticker for IBKR?

Started investing in mid 2020, first with SAXO then moved to IBKR. Saxo allows me to quickly see my mth by mth performance per ticker.

IBKR simply cannot do this, their reporting really sucks. Their activity statement report involves me having to generate the report by month then copy & paste into my own Excel to track.

This makes it harder / troublesome for me to spot non-performing tickers. Is there any better way to do my monthly performance tracking with IBKR?

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To the moon and stars

05 May 2021

There is an option which you have to explore in ibkr which you can choose for them to email you the monthly/daily statements to your email.

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