Sheetlot

IBKR trade CSV → shared schema

IBKR flat trade CSVs (TradeDate / BuySell / TradePrice) map into the same table as Schwab and Fidelity. Flex Query layouts are not claimed until fixture-proven.

Preview maps & exceptions

Broker dialects

Fees & Comm · YOU BOUGHT
IBCommission · Buy/Sell

Monthly ledger

trade_date,symbol,side,proceeds
source_amount,broker,source_file
source_row,review_flag

The problem

IBKR + retail broker spreadsheets never stay aligned month to month.

How it works

  1. Export IBKR trades CSV (flat trade layout).
  2. Upload with other broker files.
  3. Download one unified table.
Open the normalizer

What you pay for

  • Accountant handoff pack with MANIFEST hashes
  • Saved maps (workspace + browser) and account identity
  • Broker totals, statement breaks, MoM multiset diff
  • $29/mo Pro desk — free preview does not export the full pack

Sheetlot is not a TurboTax importer and not tax advice. Official 1099-B feeds remain the filing source of truth.

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