What are the supported file formats for PortfolioAnalyst reports?

IBKR supports the upload of multiple positions via a CSV File (comma-separated values file) for various transfer methods.

What is a CSV File?…

CREATE CUSTOM REPORT

Use the button above or follow the below procedure to create a custom date range PortfolioAnalyst report:…

When uploading historical data via CSV file, the upload file can contain three types of records: Position, Asset Transaction and Cash Transaction. You may include multiple record types in the same upload file.

See the supported File Formats…

Yes. In addition to the TurboTax .TXF format, IBKR supports the download of this worksheet in a Comma-Separated Values, or .CSV file format.  Files in this format can be opened in applications such as Microsoft Excel, Open Office Calc or Google Docs. The .CSV file format is not supported for purposes of import to TurboTax. IB also supports the download of this worksheet in PDF format…