Private Console
ReportsImport / Export

Report Upload

Upload IB reports (fund data + account list) and account reports (current balances) daily.

1. IB Report

Must contain a fund report sheet and an opened accounts sheet. Creates accounts with deposit/withdrawal totals and contact info.

2. Account Report

Single sheet with opened accounts. Updates current balances and calculates growth.

Upload Result

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Export Account Data

Download a clean export of all monitored accounts.