A way to plot Equity Curve for IB portfolio/trade history?

Discussion in 'Retail Brokers' started by romanvm, Oct 14, 2007.

  1. romanvm

    romanvm

    I am new to IB and i was wondering if there is some kind of app or API add-on/excel spread sheet, which can help with portfolio review, record keeping of trades and Equity Curve plotting.

    I've searched and did not find any relative info on ET.

    Thanks for your help.
     
  2. I don't know - but I'd be interested in hearing if anyone knows how to do this as well.
     
  3. mwerbe

    mwerbe

    You probably want one of the reporting software for portfolio analysis such as Fund Manager or Stocktickr.
     
  4. Will either of these programs read the incoming daily emails from IB and import relevant data?
     
  5. JackR

    JackR

  6. mwerbe

    mwerbe

    I think stocktickr will do that for you, they have a 30 day free trial at stocktickr.com
     
  7. Bowgett

    Bowgett

    You can use list of transactions from monthly statments to plot your curve.
     
  8. romanvm

    romanvm

    Would you use excel to do that? and how programing intensive would that be?
     
  9. Bowgett

    Bowgett

    I did it the hard way (without Excel :) )