I posted this in the software forum, but perhaps more people will see it here. I want to download my account and portfolio details into Excel. I have very little experience with the IB API. Within their sample ActiveX spreadsheet there are pages that allow you to request portfolio/account data. I simply want to run only those functions and import a few details about my open positions (ticker, expiration, strike, call/put, quantity, and average cost). I use a different third-party Excel plugin for other data. Is there a way to break-out the portfolio sheet and put it into a new workbook? How would I move the VBA code/module to the new file? I do not care about all of the other functions, just current holdings. Thanks for the help.