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Live Portfolio Sync
Connect Your Broker in 3 Easy Steps
No technical knowledge needed. Just log into your Interactive Brokers account and authorise StanShareAI — it takes under 2 minutes.
Account Linked
Interactive Brokers
Live Positions
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How to connect Interactive Brokers
Follow these 3 steps — no downloads or technical setup required.
1
Have your IBKR account ready
You'll need an active Interactive Brokers account. If you don't have one yet, you can open one at interactivebrokers.com — it's free and takes about 10 minutes.
Works with both individual and institutional IBKR accounts
2
Click "Connect IBKR" below
When you click the button, you'll be taken to the IBKR secure login page.
Enter your IBKR username and password — StanShareAI never sees your credentials.
Then click Authorise to grant read-only access to your portfolio data.
Your login is handled entirely by Interactive Brokers — 100% secure
3
You're done — see your positions!
After authorising, you'll be returned to this page. Your live positions, portfolio value, and unrealised P&L will appear automatically.
You can disconnect at any time with one click.
Total time: under 2 minutes
Read-only access · Authorised via IBKR OAuth · Disconnect anytime
What you unlock after connecting
StanShareAI uses read-only access — we can see your positions but never move money.
Live Portfolio
See real-time market value and daily P&L
Fund Analysis
Deep-dive into every fund you hold
Risk Alerts
Get notified when positions hit your thresholds
Performance
Track returns vs benchmarks over time
Global Coverage
Supports 639K+ funds across 25+ countries
Read Only
We never trade or move money on your behalf
Frequently asked questions
Answers to common questions about connecting your account.
Is it safe to connect my IBKR account?
Yes — completely safe. The connection uses the same OAuth 2.0 standard used by major banks and apps like Google Pay. Your IBKR username and password are entered directly on
Interactive Brokers' own website — StanShareAI never sees them. We only receive a secure token that allows us to read your position data. You can revoke this access at any time from IBKR's settings or from this page.
Can StanShareAI trade on my behalf?
No. StanShareAI requests read-only access to your portfolio data.
We can see your positions, values, and performance — but we cannot place orders, move money, or make any changes to your account. This is by design: StanShareAI is a research and analytics platform, not a trading platform.
Do I need a special IBKR account type?
No. The connection works with standard Individual, Joint, Trust, and IRA IBKR accounts.
Your account must be funded and active (not paper trading only).
If you're in the European Economic Area, your account must support the Client Portal Web API —
which all standard IBKR accounts do.
Why is it asking me to log into IBKR's website?
This is intentional and a security feature. When you click "Connect", you're redirected to Interactive Brokers' own secure website to log in and grant permission.
This way, your credentials never leave IBKR's systems. After you authorise the connection, IBKR sends StanShareAI a secure access token (like a temporary key card) — not your password.
How do I disconnect?
Click the Disconnect button on this page at any time — it immediately revokes StanShareAI's access. For extra certainty, you can also revoke access directly from your IBKR account under
Settings → User Settings → Third-Party Connections.
How often does my portfolio data refresh?
Position data refreshes every time you visit this page or click the Refresh button.
During market hours, IBKR provides near-real-time data (typically delayed by 15 minutes unless you subscribe to live data through IBKR's market data subscription).
More brokers coming soon
We're adding integrations with more brokers and custodians throughout 2026.
US
Charles Schwab
Q2 2026
US
Fidelity
Q3 2026
DK
Saxo Bank
Q3 2026
More International
TBD
Disclaimer: StanShareAI is a research and analytics platform. Broker integration is provided for informational and portfolio monitoring purposes only. StanShareAI does not provide investment, tax, or financial advice. Always verify your positions and account activity directly with Interactive Brokers. Past performance is not indicative of future results.
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