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Once you connect your Interactive Brokers account, guito automatically syncs your positions, cash, and activity, which then appear alongside the rest of your net worth with no manual entry. Available on the Plus plan.
guito has read-only access to your reports. It never places orders or moves money in your Interactive Brokers account.

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Connect your account

You’ll need a Token and a Query ID, generated in the Interactive Brokers Client Portal.
1

Open the connections page

Go to Connections in the sidebar, or go straight to /connections.
2

Connect Interactive Brokers

Click New connection and, in the list of institutions, select Interactive Brokers.
3

Authorize guito in the Client Portal

Open the Interactive Brokers Client Portal and sign in. Go to Performance & Reports, open the Third-Party Reports tab, and on the Third-Party Services card, click the + button. Type “guito” in the search box and press Enter, then select the guito tile and confirm with Continue.
The Add Third-Party Services window in the Interactive Brokers Client Portal, with guito typed into the search box and its tile selected
guito is not one of the institutions shown by default, so search for it rather than looking for it in the grid.
4

Copy the Token and the Query ID

Back on the Third-Party Services card, find a row named guito, with Token and Query ID columns.
Third-party services table in the Client Portal, showing the Token and Query ID columns for the guito row
5

Paste the values and confirm

Paste the Token and the Query ID into the matching fields in guito and confirm.
The Token has an expiration date, shown next to it in that same table (for example, “Expires: 2027/04/28”) and nowhere else. When the Token expires, syncing stops until you paste a new one, so it’s worth making a note of that date.
If you have other third-party services active, the table will have more than one row: always copy the Token and Query ID from the guito row.

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Keep your data up to date

You don’t have to do anything to keep the account current. guito syncs Interactive Brokers automatically once a day, Tuesday through Saturday, from the report Interactive Brokers makes available for the previous business day. There’s no manual sync.
If you just enabled guito in the Client Portal, Interactive Brokers may not have produced the first report yet. Until it does, the connection can’t be completed: guito tells you and asks you to try again on the next business day.

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What guito syncs

Positions

Your positions appear in your portfolio, with quantity and average cost.

Cash

Your balance is updated from the daily Interactive Brokers report, per currency.

Dividends and interest

Dividends and interest are imported and classified under the Investments category.

Deposits, withdrawals, and fees

Deposits and withdrawals come in as Transfers; fees go under Fees and charges.

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Multiple currencies

If your Interactive Brokers account holds cash in more than one currency, guito treats each currency as its own cash account (for example, “Interactive Brokers (USD)”), each with its own history in the original currency and converted to euros in your totals.

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Conflicts with manual transactions

If you’ve manually recorded a buy or sell that Interactive Brokers now also imports, guito automatically merges the entries that are clearly the same trade. Any remaining possible duplicates go to the Overlaps to review panel on the Connections page, where you confirm which ones match: the ones you confirm are replaced by the imported version, and the rest stay as separate transactions.

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Update credentials, disconnect, and reconnect

If the Token expires or is revoked, choose Update credentials in the connection card’s action menu and paste the current Token and Query ID from the guito row. To end the connection, choose Disconnect from the same menu. The Interactive Brokers accounts are archived and the Token and Query ID are deleted. Everything already imported stays visible.
If guito is already active on the Third-Party Services card, adding it again with the + button gives the error “The selected service is already enabled.” No need to redo the connection: use Update credentials with the Token and Query ID from the guito row.

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Limitations

  • guito imports up to 3 years of history. Buys and sells older than that come in as a single opening-balance entry.
  • Corporate actions such as mergers or acquisitions aren’t applied automatically: you may need to adjust the affected position manually. Splits are the exception — those are applied automatically.
  • Instruments such as options and warrants aren’t supported yet.
  • When Interactive Brokers gives no acquisition cost, as happens with shares transferred in from another broker, the position is recorded without a cost and its gain can’t be calculated, showing as ”—”.
  • Available on the Plus plan only.

Net worth overview

See how your Interactive Brokers positions and cash join the rest of your net worth.

Connect Trading 212

Another broker guito syncs automatically.