Manual Entry
Manually enter ticker symbols and weights for quick portfolio creation.
- Real-time validation
- Automatic weight normalization
- Dynamic row management
- Dollar amount preview
Choose Input Mode
Select manual entry or upload and proceed to preview plus CSV generation.
Excel Upload
Upload basket data, filter to US securities, then generate IBKR-compatible output.
- Multiple basket handling
- Basket and ticker selection
- Excluded-security reporting
- Stepwise preview flow
How It Works
1. Input Data
Tickers or Excel
2. Process & Filter
US-only + Normalize
3. Preview
Weights + Dollars
4. Generate CSV
IBKR BasketTrader
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 |