Talk to the people
who built DashFolio.

Through Interactive Brokers' Flex Web Service. Enable it in Account Management, create each report by following our step-by-step tutorial, then paste your token (encrypted at rest with AES-256-GCM) and each Query ID into DashFolio. We auto-fetch the XML reports on the schedule you choose, from 1× to 5× per day. Access is read-only, so we cannot place trades on your behalf.

No. DashFolio connects to your broker with read-only access, so it can see your trades and positions but has no ability to execute anything. Your capital is never at risk from the connection itself.

The Flex token is a read-only credential issued by Interactive Brokers specifically for their Flex Web Service. It can do one thing: fetch the XML or CSV reports you've explicitly set up in Account Management (trades, cash transactions, dividends, open positions, and so on). It cannot submit, modify, or cancel orders, transfer funds, change account preferences, or access your IBKR username and password. You stay in full control: the token is created by you, scoped by you, and revocable by you directly inside IBKR Account Management.

No. Your IBKR login and password never leave your hands. They're not part of the connection flow and we have no way to receive them. The only credential we hold is the Flex token, which you generate yourself inside IBKR Account Management and paste into DashFolio. It's a separate, read-only credential designed exactly for this kind of integration. On our side it's encrypted at rest with AES-256-GCM and only decrypted in memory when we fetch a report. You can revoke it from IBKR at any time, with or without telling us.

Yes. RealTest is a backtesting and signal-generation platform for systematic traders. It produces daily order files tagged by strategy. The supported flow is RealTest → OrderClerk (which routes execution to IBKR), with our DashFolioSync Agent uploading the order files and syncing OrderClerk's trade history back. That round-trip is what lets DashFolio match every IBKR fill to the strategy that originated it automatically.

Yes. Whether you have a master account with linked sub-accounts, or several independent IBKR accounts, DashFolio ingests them all into one workspace. Each trade keeps its account number, and dividends, transfers between sub-accounts, and cash balances are tracked per account so nothing is double-counted.

Stocks and ETFs, plus mutual funds on US and Canadian markets.

USD, CAD, and AUD are first-class today, because that's where the trade volume lives. The converter supports seven currencies in total (USD, CAD, AUD, EUR, GBP, JPY, CHF) with daily FX rates. Realised P&L stays locked at the broker rate at trade time, so historical reports never silently re-price.

Yes. Drag a CSV or XML file onto the upload panel and map each trade to a strategy. DashFolio imports every valid row and shows you a clear report of what was imported and what was skipped, so you can backfill years of trading history with confidence.

You choose. IBKR auto-sync runs 1× to 5× per day on the schedule you pick. Typical setups pull once after market close so today's fills land in your dashboard the same evening. File uploads, manual entries, and DashFolioSync syncs land instantly. Intraday prices on open positions update throughout the trading day for live P&L.

As far back as you have records. IBKR's Flex Web Service auto-sync delivers up to one year of rolling history, but if you want more, just download Activity Statements directly from IBKR (XML or CSV) and drag them into the upload panel. There's no limit on how many years of historical files you can import.

You can cancel anytime, with no lock-in. Before you go, you can export your full history (round-trip lifecycles, dividend allocations, and capital movements) as CSV or XML, so your data is always yours to take with you. If you'd rather wipe the slate clean, you can permanently delete all your trades and data yourself from your account settings.