Connect Interactive Brokers
Read-only. The journal never trades.
Interactive Brokers
local agent
Could not connect
This venue is not ready to connect yet, so the form is disabled rather than taking a key it cannot use. Nothing has been stored.
The credential is checked against the venue before it is
stored. If it turns out to allow trading or withdrawal, the connection is
refused and nothing is saved.
How to create the key
checked September 2026
You run IBKR's Client Portal Gateway yourself
- 1Download IBKR's Client Portal Gateway and run it on a machine you control.
- 2Sign in to the gateway in your browser, usually at https://localhost:5000.
- 3Paste that gateway URL below.
Turn on
A gateway URL you host
Leave off
Your IBKR username or password — we never ask for them
Worth knowing about Interactive Brokers
- Interactive Brokers has no hosted read-only API. The gateway runs on your machine, holds your session, and has to stay running for imports to work.
- IBKR sessions expire and need re-authenticating periodically. When that happens imports pause and the connection says so.
- If keeping a process alive is not practical, the CSV import is a better fit.
Exchanges move these settings without warning. If
what you see does not match, IBKR API ↗ is the
authority — and nothing here ever asks you to enable trading or
withdrawal.
What this connection can supply
stock broker
executions✓
open positions✓
fees✓
balance history✓
Limits worth knowing
- Requires a gateway the client runs and keeps alive.
- Sessions expire and need periodic re-authentication.
- no stop-amendment history — the moved-stops pattern shows as unavailable
- no funding data