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This page shows how to connect your Interactive Brokers account to guito. Once connected, guito automatically syncs positions, cash, dividends, interest, deposits, withdrawals, and fees, which then appear alongside the rest of your net worth with no manual entry. This feature is 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 directly at /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, press 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 searched 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
The Token and Query ID in this screenshot are hidden. On your own screen they are shown in full.
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 expiry 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 noting that date down.
The Token is shared by every third-party service active on your account, so it looks the same on every row of the table. The Query ID is different for each service, though: always copy the one on the guito row, never from another 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, the first report may only become available on the next business day.

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What guito syncs

Positions

Your positions appear in your portfolio with the quantity and average cost Interactive Brokers reports as of the date you connected.

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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Imported history

When you connect your account, guito imports up to 3 years of dividends, interest, fees, deposits, and withdrawals. Your positions, however, start from the quantity and average cost as of the date you connected: buys and sells from before that date aren’t imported individually. From then on, every buy or sell you make in Interactive Brokers comes in as its own transaction, also classified under Investments.

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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 had manually recorded a buy or sell that Interactive Brokers now also imports, guito flags the possible duplicates in a review list. There you can choose, entry by entry, which ones match the same trade: 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, is revoked, or you just want to generate new credentials, choose Update credentials in the connection card’s action menu and paste the current Token and Query ID, copied from the guito row in the Client Portal. To end the connection, choose Disconnect from the same menu. The cash account is archived and the Token and Query ID are deleted from the vault. Historical transactions, positions, and the dividend and activity history already imported stay visible.
If guito is already active on the Third-Party Services card and you try to add it again from the + button, Interactive Brokers rejects the request with “The selected service is already enabled.” There’s no need to redo the connection: use Update credentials and copy the Token and Query ID from the existing guito row instead.

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Limitations

  • Buys and sells from before the connection date aren’t imported individually; the position starts from the quantity and average cost Interactive Brokers reports as of that date.
  • Corporate actions, such as splits, aren’t applied automatically: you may need to adjust the affected position manually.
  • Instruments such as options and warrants aren’t supported yet.
  • 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.