> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tradealign.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Import Trades — Interactive Brokers

> Export your futures trade history from Interactive Brokers and import it into TradeAlign.

<Note>
  TradeAlign imports **futures trades only** from Interactive Brokers. Stock, option, forex, and other asset classes are automatically skipped during import, with a count of how many were excluded.
</Note>

## Step 1: Export trades from Interactive Brokers

1. Log in to your **Interactive Brokers** account (Client Portal or TWS)
2. Navigate to **Reports** → **Flex Queries** or **Activity Statements**
3. Select the **Trades** section and choose **CSV** as the export format
4. Set the date range for the trades you want to export
5. Download the file to your computer

<Tip>
  Use the **Flex Query** report type for the most complete trade data. Make sure the export includes execution-level detail (not just daily summaries).
</Tip>

## Step 2: Open the import flow

You can start the import from two places:

* **Add Trade** button → select your IBKR account → choose the broker-specific import
* **Settings** → **Accounts** → select your IBKR account → **Upload Trades**

If you haven't added an IBKR account yet, see [Add a Trading Account](/getting-started/add-trading-account) first.

## Step 3: Upload the CSV file

1. Click the upload area or drag and drop your CSV file
2. TradeAlign automatically detects the Interactive Brokers format
3. The system filters to **futures trades only** and skips all other asset classes
4. You'll see a preview of the trades to be imported

If any non-futures trades were found in the file, a message will show how many were skipped.

## Step 4: Confirm and import

1. Review the trade preview to verify the data looks correct
2. Click **Import Trades**
3. TradeAlign reconstructs complete trades from individual executions, calculating weighted average entry prices and total P\&L

## Step 5: Verify your trades

After import, navigate to the [Trades Page](/journal/trades-page) to confirm:

* All expected futures trades are present
* Entry/exit prices, times, and symbols are correct
* Position sizes and P\&L match your records

## How IBKR imports work

Interactive Brokers exports individual **executions** (fills), not aggregated trades. TradeAlign automatically:

* Groups executions by symbol
* Calculates weighted average entry and exit prices
* Handles partial fills and scaling in/out
* Sums commissions across all fills in a trade
* Determines trade direction, P\&L, and win/loss status

This is the same fill aggregation engine used for Tradovate imports.

## Troubleshooting

<AccordionGroup>
  <Accordion title="No trades imported">
    Your CSV may only contain stocks or other non-futures asset classes. TradeAlign only imports rows where the asset class is **FUT**. Check your export settings in IBKR.
  </Accordion>

  <Accordion title="Trades not appearing">
    Make sure the CSV was exported with execution-level detail and that the date range covers the trades you need.
  </Accordion>

  <Accordion title="Duplicate trades">
    TradeAlign uses trade IDs to prevent duplicates. If you import the same file twice, previously imported trades are automatically skipped.
  </Accordion>

  <Accordion title="Wrong account">
    Trades are imported into the account you selected. Double-check your account selection before uploading.
  </Accordion>
</AccordionGroup>

<Check>
  Once your Interactive Brokers trades are imported, you can begin journaling and reviewing them on the [Trades Page](/journal/trades-page).
</Check>