Support IBKR as Custodial Integration (Interactive Brokers)
in progress
Conor MacNeil
Also, we will be looking to test the integration in a week or two with some beta users. If anyone wants to be a beta tester, please contact me at conor.macneil@koyfin.com
Please note: We will only be offering beta access to users on an Advisor Core or Advisor Pro plan.
C
Celadon Sturgeon
Conor MacNeil will this work for US equity options portfolios too or only US stocks?
Conor MacNeil
Celadon Sturgeon: Mostly yes. Koyfin doesn't natively support options. We are actually looking for users with exposure to bonds or options to be beta testers so we can test it.
What it will do:
• With integrations, we ingest non-supported instruments (e.g options, corp bonds, etc) and present them in the portfolio with ticker, name, value, cost, and essential information.
• These positions will be registered as holdings and be included in exposure and P/L analysis.
• Without being overly technical, we are in effect creating a custom data series to mimic the actual asset.
What it won't do:
• These holdings will not have a time series of price, so they will be a static snapshot of the exposure and P/L on that data.
• It won't update the price intraday (because we don't provide that data).
Example:
• You import an account that owns options.
• Those options contracts, and their details, will be imported into the portfolio with all essential information.
• You will need to refresh the account data each day to update the data for those options, however.
Conor MacNeil
in progress
A note here, that this pertains to Client Portfolios integration. Client Portfolios is the only area we support integrations currently. They are not supported in My Portfolio at this time.
In the future we may look to support integrations with My Portfolio, but that won't be in the scope of this release plan.
M
Maria Karpenko
Merged in a post:
IBKR
O
Oxblood Swan
Sync my portfolio with IBKR
O
Operational Otter
Yes this would be great
G
Gorgeous Marsupial
I am glad to see this! We clear trades at IB and Schwab.
Conor MacNeil
Gorgeous Marsupial Sounds like we will have you covered pretty soon then!
Conor MacNeil
planned
P
Pink Orangutan
Conor MacNeil Awesome- great to see this; also a key benefit would be if you would enable the integration for both retail/advisor accounts. Schwab is available only via advisor/professional investor accounts for example so retail left on the sidelines
Conor MacNeil
Pink Orangutan We are looking at the APIs and general documentation for both the retail and advisor connections. I will circle back when I know with certainty that we are doing both.
Up until now, Client Portfolios support integrations, My Portfolio doesn't.
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Pink Orangutan
Conor MacNeil I see, very nice. Looking forward to seeing these things come online! Thank you!
W
Worthwhile Mandrill
Conor MacNeil great to see. IB can export a csv file daily to an ftp server. Opens many interesting doors to get this implemented. Happy to help if you need it
C
Curly Narwhal
This is essential. For those who do a lot of operations like me, recording everything manually is not conceivable
Conor MacNeil
Curly Narwhal: We are planning to integrate with IBKR and have daily sync so the accounts data updates daily. We are discussing with them now, so probably a Q3 thing. Hopefully we can deliver this for you soon.
Conor MacNeil
under review
Conor MacNeil
Merged in a post:
Integration with Interactive Brokers
R
Reasonable Quail
Integrating Portfolio with a widely used broker like Interactive Brokers would be great for tracking portfolio in real-time. That could lead to a whole slew of portfolio management / risk management features on the site. Please add, thanks!
Conor MacNeil
Merged in a post:
ibkr connection
E
Emerald Lion
Any update on api to connect ibkr portfolio?
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