Connect Interactive Brokers to your portfolio
Your Interactive Brokers holdings land in your Celsmar portfolio and update every night. Celsmar only reads them: it never sends orders or moves money.
What you need
To connect Interactive Brokers we ask for these API details. You paste them into your portfolio and we store them encrypted:
- Flex Web Service token
- Query ID
Where to create it at Interactive Brokers
In the Client Portal: Performance & Reports → Flex Queries → create an Activity Flex Query with the «Open Positions» section (all columns, Summary level of detail) and note its Query ID. Then, under Flex Web Service Configuration, enable it and generate a token that expires in 1 year.
How to connect Interactive Brokers, step by step
- Create the key at Interactive BrokersIn the Client Portal: Performance & Reports → Flex Queries → create an Activity Flex Query with the «Open Positions» section (all columns, Summary level of detail) and note its Query ID. Then, under Flex Web Service Configuration, enable it and generate a token that expires in 1 year.
- Paste it into your portfolioIn Celsmar, open Portfolio, click Connect broker and pick the broker. We check the key works by reading your holdings before storing it.
- Review and importYou see every holding with its quantity and average price before importing it. From then on, whatever you buy or sell is recorded every night, and anything you entered by hand is left alone.
What Celsmar reads from Interactive Brokers
Your stock and ETF holdings, with their quantity and average purchase price. If the broker does not give the average price of a holding, we ask you for it before importing instead of making it up.
Security
The key is stored encrypted with AES-256 on servers in the European Union and never goes back to your browser. Disconnect whenever you like and it is deleted. Where Interactive Brokers lets us see the permissions, we check that the key cannot trade or withdraw and, if it can, we reject it.
Frequently asked questions
Can Celsmar trade in my Interactive Brokers account?
No. Celsmar only reads your holdings with a read-only key and never sends orders or moves money. If Interactive Brokers shows the key's permissions and it can trade or withdraw, we reject it.
How often does my Interactive Brokers portfolio update?
Every night, automatically, and whenever you press Sync in the portfolio (at most once a minute). Whatever you buy or sell at the broker is recorded on its own.
How much does connecting Interactive Brokers cost?
Connecting brokers is part of the Pro plan, with up to five brokers at a time; on Enterprise, as many as you like. On Free you can see the brokers and how they connect.
What if I would rather not create a key at Interactive Brokers?
You can import your Interactive Brokers statement as CSV or Excel: the portfolio recognises it and nets buys and sells into your holding with its average price. A screenshot works too.
Other brokers in Spain and Europe
Your portfolio, up to date on its own
Connect your broker in a couple of minutes and stop typing in every buy and every sell.
Connect Interactive Brokers →Celsmar has no commercial relationship with Interactive Brokers; trademarks belong to their owners. This is information on how to connect your account, not financial advice.