Anyway to get the old Realized Activity Reports?

Discussion in 'Interactive Brokers' started by ET180, Feb 19, 2022.

  1. ET180

    ET180

    Apparently IB decided to change their report format to PDF and CSV only. The only things I used to look at were realized P/L, Dividends, and Fees. They got rid of realized P/L and added all kinds of crap like the ESG bullshit, allocations, benchmarks and other stuff I don't care about. Any way to get the old simple reports back preferably in HTML format?

    Update: Looks like I had "Try the New Menu" selected. When I turn it off, I am able to see the old report formats. So for now I guess I can just turn off the new format. I hope they at least leave an option to get the old format. I'll leave feedback.

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    Last edited: Feb 19, 2022
  2. I might be wrong, but recall that you could define a template of what columns to include in your report. And then run that template on a time frame (start date, end date) of your choice.
     
  3. ET180

    ET180

    You can, the only problem is that they got rid of the Realized / Unrealized PL (the one that groups stocks + ETFs, options, and futures separately, giving a total for each category) and replaced it with a long/short option and a lot of other crap.