How to create meaningful report in IB Acct Mgmt

Discussion in 'Retail Brokers' started by Relleum, Mar 25, 2009.

  1. Relleum


    I've had an IB account for years now, and I still have trouble with their reporting system. No matter what improvements they've made of the years, it still feels clunky and inaccessible.

    My question is, does anyone have insight as to how to create a decent report in the system?

    Here is my scenario. Over the past 5 months, I have stopped trading, as I maxed out my account with stocks and options last november during that big dip. Since then, I've deposited money a few times to pay of the margin that I initially used.

    My account is still sizeably down (mainly because of the options that expired worthless), and I want to gain some insight as to where they money went, and when.
  2. I got some of it. Some in October and more in November. Sorry!