Bring in every account without typing a trade.

Connect Interactive Brokers read-only, or upload the CSV, Excel or PDF statement any other broker gives you.

  • Read-only IBKR feed
  • CSV, Excel and PDF import
  • Preview before anything is saved
Connections page with a read-only broker feed and import options

Typing trades in by hand is where mistakes start.

One wrong quantity and your cost base is off until you notice. Masterdeck reads your records from the broker or the statement, and shows you a preview before anything is saved.

Connect IBKR once, then sync when you want.

Interactive Brokers accounts sync through a read-only Activity Flex feed. It can’t place a trade or move money.

A connected read-only broker feed

Or upload a statement.

Masterdeck matches the columns it recognises and asks you about the rest. You see every row before it is saved.

Import a file, with templates and the import history

Bring in records you already have.

Find your broker, exchange or wallet. Each source shows how to bring in its records.

All supported sources

Each source shows how it comes in: a read-only feed or key, a public wallet address, or a file you export from it.

185 sources
  • Interactive BrokersDirect read-only feed
  • CommSecCSV import
  • SelfWealthCSV import
  • StakeCSV import
  • SuperheroBroker statement import
  • PearlerCSV import
  • nabtradeCSV import
  • CMC InvestCSV import
  • Westpac Online InvestingCSV import
  • ANZ Share InvestingCSV import
  • RaizCSV import
  • SharesiesCSV import
  • AAXCSV import
  • AlpacaCSV import
  • Alpaca PaperCSV import
  • Arbitrum walletPublic wallet address
  • AscendEXCSV import
  • AUSIEXCSV import
  • Base walletPublic wallet address
  • Bell DirectCSV import
  • Bendigo Invest DirectCSV import
  • BequantCSV import
  • Betashares DirectCSV import
  • BiboxCSV import
  • BigONECSV import
  • BinanceRead-only API key
  • Binance USRead-only API key
  • BingXRead-only API key
  • Bit2CCSV import
  • bitbankCSV import
  • BitbnsCSV import
  • Bitcoin walletPublic wallet address
  • BitfinexRead-only API key
  • bitFlyerRead-only API key
  • BitforexCSV import
  • BitgetRead-only API key
Showing 36 of 185
Can’t see your broker?Any compatible CSV export can be mapped during import. The preview shows what will be saved before it reaches your reports.

Questions

CSV, Excel (XLS, XLSX, ODS) and PDF statements with selectable text.

Your portfolio should make sense.

Give Masterdeck the records. Get back the full picture.

See pricing