IN
Interactive Brokers
Statement Extraction

Extract Interactive Brokers Statements Automatically

Automatically convert Interactive Brokers PDF and Excel statements to professional portfolio reports. Works in seconds. Try free.

Secure processing
Data encrypted in transit
IN

Interactive Brokers

Fully Supported

Supported formats:
PDFExcelCSV
95%+
Accuracy Rate
<60s
Processing Time

What BOFFO Extracts from Interactive Brokers

Activity statements

Automatically extracted and formatted for your portfolio

Portfolio summary

Automatically extracted and formatted for your portfolio

Trade confirmations

Automatically extracted and formatted for your portfolio

Tax reports

Automatically extracted and formatted for your portfolio

How It Works

1

Upload Statement

Upload your Interactive Brokers statement in PDF or Excel or CSV format

2

AI Extraction

Our AI automatically detects the format and extracts all data in seconds

3

Get Reports

Download Excel reports or view consolidated portfolio analytics

Frequently Asked Questions

How do I extract data from Interactive Brokers statements?

Simply upload your Interactive Brokers PDF or Excel statement to BOFFO. Our AI automatically detects the bank format and extracts all portfolio holdings, transactions, and account information in seconds.

What formats does BOFFO support for Interactive Brokers?

BOFFO supports PDF, Excel, CSV formats from Interactive Brokers. Our system automatically recognizes the document type and applies the appropriate extraction logic.

Is Interactive Brokers statement extraction secure?

Yes, all documents are processed with enterprise-grade security. Files are encrypted in transit and at rest, and are automatically deleted after processing. We never store your sensitive financial data.

How accurate is the extraction?

Our AI achieves 95%+ accuracy on supported bank formats. Each extraction includes a confidence score, and you can review and correct any discrepancies before exporting.

What Our Users Say

Trusted by portfolio managers worldwide

"IB activity statements are notoriously complex. BOFFO extracts options, futures, and forex positions flawlessly."

MT
Mark T.
Hedge Fund Analyst

"We switched from manual IB Flex Queries to BOFFO uploads. The accuracy is better and it takes seconds."

RK
Rachel K.
Trading Operations

"Finally something that handles the IB multi-asset format correctly. Stocks, bonds, options — all extracted."

SC
Steven C.
Portfolio Manager

Ready to Extract Your Interactive Brokers Statements?

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2 free documents
Setup in 2 minutes