Excel Upload
Upload Excel files containing basket data
Step 1: Upload Excel File
Drop Excel file here or click to browse
Supported formats: .xlsx, .xls (max 16MB)
Expected Excel Format
- Basket names in Column A
- Ticker symbols with country in Column B (e.g., "AAPL US")
- Allocation weights in Column E (as percentages)
Processing...
Processing Excel file...
Step 2: Select Baskets & Tickers
US Securities Only: Only US securities are available for selection.
Non-US securities are automatically excluded and their weights redistributed.
Select baskets and individual tickers to include in your download (weights will be normalized):
Total Capital
$
Enter total capital amount
Step 3: Preview & Generate CSV
Selected Baskets
0
US Securities
0
Excluded
0
Total Weight
0.00%
Total Dollars
$0.00
US Securities (Final Output)
| Symbol | Country | Original Weight | Normalized Weight | Dollar Amount |
|---|
Excluded Securities (Non-US & Shorts)
| Symbol | Country | Weight |
|---|
These non-US securities and short positions were excluded and their weights redistributed among US long positions.
Basket Weight Summary
| Basket Name | Original Weight | Final Weight | Change |
|---|
Generating preview...
Generating preview...
CSV Generated Successfully
Your IBKR basket trader CSV file has been generated successfully!
Download CSV FileError
Edit Weights Confirmation
Transfer Confirmation: Only selected US tickers and baskets will be transferred to the Manual Entry page for editing.
The following will be transferred:
- Selected baskets with their current weights
- Selected US securities with their weights
- Basket structure and organization
The following will NOT be transferred:
- Unchecked tickers and baskets
- Non-US securities
- Short positions (negative weights)
Are you sure you want to transfer the selected data to Manual Entry for editing?
Excel Format Example
Column Structure:
- Column A: Basket names (appear once per basket)
- Column B: Ticker symbols with country (e.g., "AAPL US")
- Columns C & D: Not used (can contain anything or be left empty)
- Column E: Allocation weights as percentages
Example Data:
| Row | Column A | Column B | Column C | Column D | Column E |
|---|---|---|---|---|---|
| 0 | Tech | ||||
| 1 | AAPL US | 25.5 | |||
| 2 | MSFT US | 20.0 | |||
| 3 | GOOGL US | 15.5 | |||
| 4 | Healthcare | ||||
| 5 | JNJ US | 18.0 | |||
| 6 | PFE US | 12.5 | |||
| 7 | UNH US | 8.5 |