Interactive Broker Integration

Whilst I understand the integration remains in beta the continued mismatch of positions sold against current open positions continues to be a frustration that creates inaccuracy, requires continual manual intervention, and brings into question the value of the paid service. Particularly its use as the central method of reporting for taxation for someone like myself who has higher transaction volume. Data integrity is critical to user trust and experience. Whilst I understand that the exchange reported in the data may vary to the original transaction surely mapping on the backside be performed OR a function for the user to simply associate to an existing position solve this issue. Appreciate any commentary and indication of timeline to address this integration problem. Otherwise, the concept of the platform is phenomnal and to date I have been advocate of the platform to other B2B businesses.

Hi @timfarr!

Thank you for joining the Community and for advocating for us, we really appreciate it.

Are you able to reach out to our support team directly so we can understand the issues you are experiencing further?

I’ll update this post for visibility for the community once I understand in depth the issues you’re experiencing.

Hey, I’ve been having an issue attempting to integrate my IB account with your software… this is primary reason putting me off making a purchase. Can you update me how to make an integration? Otherwise I’ll go use another system.

Hi @massivecure :wave: please get in touch with our support team via the chat window or email us on support@sharesight.com to look into this issue. If needed, our support team will get in touch with IB for you.