Add Data using CSV
Instructions
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Select the Configuration tab populating across the PortfolioAnalyst page.
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Select Offline Account under External Accounts and press Continue
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Fill out the required information. Then select Upload CSV under How do you want to enter your data?
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Add information about the historical date and starting balance, then click Choose a File.
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The date is the date of the oldest line of historical data included in the CSV file.
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The Cash Balance is the account balance as of the date you entered.
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Click Add Another Balance to for additional cash balances.
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From the File Manager, navigate to the .csv file that contains historical data for the selected account and click Open.
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Confirm that the correct file appears in the Choose a File box, then click Upload.
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If the uploaded file is valid you will receive a "File was uploaded successfully" message.
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Click Continue to upload data for another account or complete a new task.
Valid Currencies
Additional Resources
Learn About PortfolioAnalyst External Accounts at IBKR Campus