Investition
Status
Personal Portfolio
Strategy Lab
Personal Portfolio
Real holdings you import or enter — strictly separate from Strategy Lab paper trades.
Portfolios
Strategy Lab
Overview
Positions
Transactions
Import
Analysis
1 · Upload
Broker file (CSV or IBKR Flex XML)
Detected source (override if wrong)
Auto-detect
IBKR_FLEX
TRADING212
GENERIC_CSV
Import kind
Auto
Full transaction history
Opening-position snapshot
Preview
Download CSV template
Import history
Imported
File
Source
Kind
Txns
Positions
Status
2026-08-09 11:39 UTC
personal-portfolio-template.csv
GENERIC_CSV
FULL_HISTORY
4
1
CONFIRMED
View transactions
Undo import