Log your Interactive Brokers trades to a Google Sheets journal

Automatically pulls your daily Interactive Brokers trades and adds them to a Google Sheets journal.

How the work actually flows

A straight line. Runs once per each trade in report.

Pattern: Sequence (1) ยท Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["daily trade report schedule"]):::trigtime s0["download completed report"]:::svc s1[["break out each trade"]]:::mi s2[("add new trades to journal")]:::store trig --> s0 s0 -->|"one per each trade in report"| s1 s1 --> s2 out[/"updated trading journal in sheets"/]:::out pay{{"hands-off performance tracking"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceRuns once per itemA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Spreadsheet & Database Ops
Connects
Interactive BrokersGoogle Sheets

The problem it solves

You want to review your trades and track your performance over time, but manually copying every trade into a spreadsheet is tedious and easy to fall behind on. Without a consistent journal, it's hard to spot patterns in your wins and losses.

Who it fits

Active traders using Interactive Brokers who want an ongoing, hands-off trading journal.

How it works

  1. A daily schedule requests your trade report from Interactive Brokers
  2. The system waits for the report to be ready and downloads it
  3. Each trade is broken out with its symbol, price, quantity, and date
  4. New trades are added to your Google Sheets journal, matched to avoid duplicates
What you get

Trade history you never type in yourself

Get every Interactive Brokers trade logged automatically into a running Google Sheets journal.

What you get

An always up-to-date Google Sheets journal of your daily trades.

What you need

An Interactive Brokers account and a Google account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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