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Accounts
Algo Account
USD · FIFO
Main Account
USD · FIFO
Schwab
USD · FIFO
Portfolio
Portfolio NAV
Used for % of NAV calculations in Positions and Risk Manager. IBKR daily snapshot data takes priority when available.
$
Data sync
IBKR sync runs automatically every 4 hours. Live prices refresh every hour. Use the buttons below to force an immediate refresh.
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Pull latest trades from both IBKR accounts now
Live prices
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Upload a new version of your Option tracking .xlsx to refresh all historical stats, analytics, and rules
Sync history(last 20)
| Account | Status | Started | Inserted | Skipped | Error |
|---|---|---|---|---|---|
| Algo Account | success | May 27, 03:25 PM | 0 | 2391 | |
| Main Account | success | May 27, 03:25 PM | 0 | 2391 | |
| Algo Account | success | May 27, 11:25 AM | 0 | 2391 | |
| Main Account | success | May 27, 11:25 AM | 0 | 2391 | |
| Main Account | running | May 27, 07:25 AM | 0 | 0 | |
| Algo Account | success | May 27, 03:25 AM | 0 | 2385 | |
| Main Account | success | May 27, 03:25 AM | 0 | 2385 | |
| Algo Account | success | May 26, 11:25 PM | 0 | 2385 | |
| Main Account | success | May 26, 11:25 PM | 0 | 2385 | |
| Algo Account | success | May 26, 07:25 PM | 0 | 2385 | |
| Main Account | success | May 26, 07:25 PM | 0 | 2385 | |
| Algo Account | success | May 26, 03:25 PM | 0 | 2385 | |
| Main Account | success | May 26, 03:25 PM | 0 | 2385 | |
| Algo Account | success | May 26, 11:25 AM | 0 | 2385 | |
| Main Account | success | May 26, 11:25 AM | 0 | 2385 | |
| Algo Account | success | May 26, 07:26 AM | 0 | 2385 | |
| Main Account | success | May 26, 07:25 AM | 0 | 2385 | |
| Algo Account | success | May 26, 03:25 AM | 0 | 2388 | |
| Main Account | success | May 26, 03:25 AM | 0 | 2388 | |
| Algo Account | success | May 25, 11:25 PM | 0 | 2388 |