Integrations

Setting Up Interactive Brokers Auto-Import

Dev Team·Engineering

October 10, 20246 min read

Interactive Brokers (IBKR) is known for its robust trading infrastructure and competitive pricing. Here's how to connect your IBKR account for seamless auto-import of your trades.

Prerequisites

Active Interactive Brokers account

Practice—Process Pro subscription

Access to IBKR Client Portal

Step 1: Enable API Access in IBKR

1. Log into Client Portal (clientportal.interactivebrokers.com) 2. Navigate to Settings → API Settings 3. Enable "Enable API access" 4. Note your API key (you'll need this)

Step 2: Configure in Practice—Process

1. Go to Settings → Broker Connections 2. Click "Add Broker" → Select "Interactive Brokers" 3. Choose your connection method:

OAuth (Recommended): Secure, no credentials stored

API Key: Direct connection using your API key

Step 3: Authorize Access

If using OAuth: 1. Click "Connect with Interactive Brokers" 2. You'll be redirected to IBKR's authorization page 3. Log in and approve read-only access 4. Return to Practice—Process

If using API Key: 1. Enter your API key 2. Click "Verify Connection" 3. Wait for confirmation

Step 4: Configure Sync Settings

Choose your preferences:

Sync Frequency: Real-time, hourly, or daily

Trade Types: All trades, or filter by asset class

Historical Import: Import up to 2 years of historical trades

Troubleshooting

"Connection Failed" Error

Ensure your API is enabled in IBKR

Check that you're using the correct account type (live vs paper)

Verify your API key hasn't expired

Trades Not Appearing

Allow up to 5 minutes for real-time sync

Check your filter settings in Practice—Process

Verify the trades are closed (open positions don't sync)

Duplicate Trades

If you previously imported via CSV, we'll detect duplicates

You can manage duplicates in Settings → Import History

Security Notes

We use read-only access—we can never place trades or access funds. All connections are encrypted using TLS 1.3. You can revoke access at any time from either IBKR or Practice—Process.

Dev Team

Engineering