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Practical guides for Interactive Brokers investors: exporting a statement, reading what your portfolio actually holds, and keeping it in shape.
· 3 min read
How to export your Interactive Brokers statement: Activity Statement and Flex Query (2026)
A two-minute guide to exporting an Interactive Brokers Activity Statement as CSV or a Flex Query as XML, which sections to include, and how to check the file before you upload it.