IBKR Basket Trader Tool

Generate CSV files compatible with Interactive Brokers' Trader Workstation (TWS) basket trader functionality.

Manual Entry

Manually enter ticker symbols and weights. Perfect for creating custom portfolios with precise allocations.

  • Real-time validation
  • Automatic weight normalization
  • Dynamic row management
  • Dollar amount preview
Start Manual Entry

Excel Upload

Upload Excel files containing basket data. Ideal for processing existing portfolio allocations.

  • Multiple basket support
  • Automatic data extraction
  • Basket selection interface
  • Data preview & validation
Upload Excel File
How It Works
1. Input Data
Enter tickers manually or upload Excel file
2. Process & Filter
Filter US securities and normalize weights
3. Preview & Review
Review calculations and dollar amounts
4. Generate CSV
Download IBKR-compatible CSV file
Key Features
  • US Securities Only: Automatically filters for US securities
  • Weight Redistribution: Evenly redistributes excluded weights
  • Dollar Precision: Accurate cash quantity calculations for fractional shares
  • Data Validation: Comprehensive error checking and auditable process
CSV Output Format

Generated CSV files follow the IBKR TWS basket trader specification:

Column Description Value
Action Order action BUY (fixed)
Symbol Ticker symbol From your data
SecType Security type STK (fixed)
Exchange Exchange SMART/AMEX (fixed)
Currency Currency USD (fixed)
TimeInForce Time in force DAY (fixed)
OrderType Order type MKT (fixed)
CashQuantityValue Dollar amount Calculated