skarbfolio
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Getting Started
  • What is Skarbfolio?
  • Signing in
  • Adding your first account
Accounts
  • How to add an account
  • How to edit or rename an account
  • How to archive an account
  • Zero-balance vs. archived accounts
Holdings & Transactions
  • How to add a holding
  • How to add a transaction
  • How to edit or delete a transaction
  • How to archive a holding
  • Editing a custom asset
  • Setting up a dividend schedule
  • Interest on a cash balance
Importing Data
  • Importing from Interactive Brokers
  • Importing from an XLSX spreadsheet
Asset Types
  • Tracking stocks
  • Tracking government bonds
  • A bond that isn't in the catalog
  • Polish savings bonds
  • Tracking crypto addresses
  • Custom assets
Activity & Income
  • Understanding the Activity feed
  • How income is calculated
Analytics
  • Reading Analytics
  • How net worth and charts are calculated
Settings
  • Connecting Interactive Brokers for one-click sync
  • Using the MCP connector
  • Billing & subscription
  • Changing language and currency
  • Debt payment reminders
  • Changing the theme
  • Deleting your account
Help & FAQ

Importing from Interactive Brokers

Instead of entering trades one by one, you can import your history directly from Interactive Brokers — either as a one-time file upload or through a saved Flex query you can re-sync with one click.

  1. Go to Holdings and click Import IBKR (this same import is also offered as a fast-path when adding a new account).
  2. Choose a method:
    • Activity Statement (.csv / .xml) — a one-time upload, no credentials needed, covers your holdings and the last 365 days of transactions. Fastest way to see your data.
    • Flex Web Service — connect with a read-only Flex token; afterwards Sync now in Settings → Integrations fetches the latest report. See Connecting Interactive Brokers for one-click sync for the token setup steps.
  3. Upload the file (or enter your Flex token and Query ID) and let Skarbfolio parse it.
  4. Review the summary — holdings, trades, dividends, fees, and how many positions had their cost basis matched.
  5. Click Import to Skarbfolio to confirm.

The account is created or matched automatically from the statement's account ID — there's no separate step to pick one.

Interactive Brokers import and Flex sync are Pro features — see Billing & subscription. If Pro ends, everything you imported stays, and the account shows when it last synced until Pro is back.

Tips

  • Re-importing the same statement won't create duplicates — matching transactions are skipped.
  • If an asset can't be automatically matched, you'll be asked to confirm or map it manually before the import completes.