Automatic sync
Connect IBKR once and your balances and positions arrive on their own — no CSV exports, no manual updates.
GuacaIntegration
IBKR Portfolio Tracker
Interactive Brokers is great at showing you your brokerage account — and nothing else. Guaca pulls your IBKR balances and positions in automatically and places them inside your full net worth: cash, real estate, crypto, debts and every currency you use, all valued daily.
Your brokerage is not your net worth
The IBKR app answers one question well: what is in this account. But your financial life is bigger than one brokerage. There is the cash in your bank accounts, the apartment or house you own, maybe some crypto, a car, money you have lent — and the debts that pull in the other direction. If you invest from outside the US, there is a second layer on top: your IBKR positions are in US dollars while your rent, salary and mortgage live in another currency entirely.
Most people bridge that gap with a spreadsheet. It works for a month or two, then prices go stale, the exchange rate is from last quarter, and the “total” cell stops meaning anything. A real net worth number needs every asset, every debt and every currency in the same place, valued today — which is exactly what a spreadsheet is worst at.
What Guaca does with IBKR
Connect your Interactive Brokers account once, with encrypted credentials, and Guaca takes it from there. Your balances and positions arrive automatically — you never export a statement or type in a share count again. From then on your stocks and ETFs reprice automatically, so the value you see is the value today, not the value from the last time you remembered to update it.
The important part is where those positions land. They do not sit in a silo labeled “brokerage”: they appear inside your total net worth and inside your allocation. When you ask “how much of my wealth is in equities?”, the answer accounts for your house, your cash and your crypto too — because allocation only means something when it is measured against everything you own.
And IBKR is not the only thing that arrives on its own. Guaca also auto-syncs Wise, PayPal, Expensify and crypto wallets, so the accounts that move most often are the ones you touch least.
USD positions, local-currency life
If you invest through IBKR from Latin America, Europe or anywhere outside the US, you know the currency problem intimately. Your portfolio is in dollars; your life is in pesos, euros or something else. Guaca is built for exactly this: every amount lives in its own native currency and converts at daily FX rates. Your USD positions at IBKR sit next to a property valued in your local currency and a bank account in a third one, and the total still makes sense.
Switch your display currency with one tap and the whole picture re-renders — useful when you think in dollars for investing but in local currency for living. Because FX updates daily, you can also see how much of a move in your net worth was the market and how much was the exchange rate, instead of the two blurring together.
Beyond the portfolio
Tracking is the floor, not the ceiling. Once your IBKR portfolio flows into Guaca, it feeds everything else the app does. Budgets and expense tracking keep your day-to-day in the same place as your investments. The retirement planner runs deterministic and Monte-Carlo projections starting from your real portfolio — actual positions, actual value — instead of a round number you typed into a calculator once.
And with Back in Time, you can travel to any past date and see what actually moved your net worth: the market, the exchange rate, or your own contributions. That distinction — “did I get richer or did I just deposit money?” — is the single most useful thing a portfolio tracker can tell you, and it is impossible to answer from a brokerage statement alone. If you hold coins alongside stocks, the same logic extends to your crypto net worth.
Everything the IBKR tracker includes
Daily pricing
Stocks and ETFs reprice automatically, so your portfolio value is current every time you open the app.
Allocation view
See IBKR next to cash, real estate, crypto and gold, with your true allocation across everything you own.
Multi-currency
USD positions convert at daily FX rates into the display currency you choose — switch with one tap.
Retirement planner
Deterministic and Monte-Carlo projections that start from your real portfolio, not a guess.
Private and local-first
Credentials are stored encrypted, your data lives on your device, and syncs encrypted across devices.
How to set it up
1
Create a free Guaca account
Sign up on the web or in the app on iPhone, iPad or Mac. It takes a minute and there is no card required.
2
Add your IBKR connection
Connect your Interactive Brokers account with encrypted credentials. You only do this once.
3
See it inside your net worth
Your positions and balances appear alongside everything else you own, valued daily and converted to your currency.
IBKR portfolio tracking FAQ
Is the IBKR connection read-only and safe?
Yes. Guaca only reads your balances and positions to keep your net worth up to date. Your credentials are stored encrypted, your financial data is visible only to you, and it is never sold or used for advertising.
Can Guaca place trades in my Interactive Brokers account?
No. Guaca is a tracker, not a trading tool. It never places orders, moves money or changes anything in your IBKR account — it only keeps a current picture of what you hold.
What can I track alongside my IBKR portfolio?
Everything else you own: bank accounts, cash, real estate, vehicles, gold, crypto wallets and exchanges, plus debts like credit cards and loans. Guaca also auto-syncs Wise, PayPal and Expensify, so IBKR is one piece of a complete net worth.
Does it handle multiple currencies?
Yes. Every amount lives in its own currency and converts at daily FX rates. Your USD positions at IBKR can sit next to assets in EUR, COP, MXN or any other currency, and you can switch your display currency with one tap.
Is Guaca free?
You can get started free on the web and in the app, and track your net worth without paying. Some automation and pricing features are part of Guaca Pro, but there is no charge to create an account and see your money in one place.
Track this automatically with Guaca
Guaca keeps your net worth, budgets and every currency up to date on iPhone, iPad, Mac and the web — no spreadsheets.