Portfolio Max Loss Calculator

Upload your portfolio CSV file from Interactive Brokers to calculate the max loss.


Disclaimer: The information provided by this tool is for informational purposes only and should not be construed as financial advice. Always consult with a professional financial advisor before making any investment decisions. The developers of this tool are not responsible for any losses incurred as a result of using this tool.

How to Export Portfolio CSV from Interactive Brokers Trader Workstation

  1. Open the Interactive Brokers Trader Workstation (TWS).
  2. Navigate to the Account menu and select Account Window.
  3. In the Account Window, click on the File menu and select Export Portfolio.
  4. Choose the location where you want to save the file and make sure the file format is set to CSV.
  5. Click Save to export your portfolio data as a CSV file.
  6. Upload the saved CSV file using the form above to calculate the max loss of your portfolio.
Account Window Menu Export Portfolio Menu