Compare Business Software for Interactive Brokers: July 2026 Reviews & Comparison

Sharesight

Sharesight is one of the world's most popular investment portfolio trackers used in over 100 countries across the globe. It automatically tracks your stocks, ETFs, dividends, currency changes, mutual funds, stock splits & more all in one place. You can use Sharesight to see your total investment returns over any period, while benchmarking your portfolio against an index or individual stock. Keep track of multiple brokers and funds, track your investments on multiple exchanges and in different currencies, see your portfolio diversity and many other useful features investors love. All this while removing the need for ongoing data entry - as all dividends paid, stock splits & corporate actions are handled automatically, saving you time & money. Try Sharesight for free today and join hundreds of thousands of others investors in tracking their portfolio performance (no credit card required for Free plan).

566 Ratings

Starting Price: $11.25 per month (annually)

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Build Alpha

Axiom Futures

Build Alpha uses a genetic algorithm to create thousands of algorithmic trading strategies at the click of a button. Combine, test and create millions of entry and exit signals with no coding necessary. Find complimentary filters to existing rules, improve existing strategies or create new ones. Ability to backtest, stress test and generate code from one algorithmic trading software with no code. Data included and partnered with various data providers and brokers. Build Alpha also generates complete code for multiple trading brokers such as: TradeStation, MultiCharts, NinjaTrader, MetaTrader4, MetaTrader5, Python and more. All asset classes, timeframes and bar types.

9 Ratings

Starting Price: $1500 one-time

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TradingView

TradingView is an innovative venture by a group of developers and traders with experience of building trading software, who share a vision that trading technology should be easy, powerful and accessible to everyone. Taking advantage of the latest advancements in cloud computing and browser languages the idea of bringing interactive charts and widgets through any browser to people around the world was made a reality. TradingView is also a social community for traders to interact and learn, share ideas and work together to improve their skills. Unique and simple way to share live charts instantly with technical analysis ideas brings traders together and it's a first step to having a full trading platform in a web browser.

7 Ratings

Starting Price: $0

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TradeZella

Your all-in-one trading journal to help you track, analyze and improve. Gain deeper insights into where you’re messing up, learn how to drive sustainable profits, and get reports to focus on strategies that work. Analyze your trading from a first glance to being able to take a deeper look at what's working and what isn't. Understand if you're risking too much on your trade, how you're performing for the month, what bad patterns you keep repeating, and more. Get a clear picture of where winning trade opportunities lie. Track each trade with the right metrics. Explore all possibilities that level up your profitability. See what statistically works so you can make data-driven decisions and trade with confidence. With all the right resources, you can discover the weaknesses in your strategy to build a stronger trading system. Synced with your trading data, you can replay your trades within TradeZella to understand where you went right or wrong.

7 Ratings

Starting Price: $49 per month

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Medved Trader

Track portfolios, show charts with technical indicators, monitor time & sales, all in real-time using any one (or several) of the supported data sources. Flexible and fully customizable charting, with all the various chart types, indicators, annotations and alerts that active traders require. See where your current orders and positions are, create a new order, drag pending orders with a mouse to a new price, see them execute, all from the chart. Detect multiple candle patterns in real-time on charts and incorporate chart pattern detection in real-time scans. A complete set of patterns with various tweaking parameters. A full-featured alert system that includes fully configurable alerts on single symbols, multi-symbol, portfolios, and news. Trendline alerts on charts are also available. Streaming and snapshot news from multiple sources show up on the portfolios. Trade and monitor your accounts from inside the program using any of the brokers to which Medved Trader connects.

3 Ratings

Starting Price: $19.99 per month

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UltraAlgo

Clear buy and short signals on any security listed across all major exchanges (NYSE, NASDAQ, CBOE, TSX, LSE), including forex. Available for TradeStation, Interactive Brokers, TD Ameritrade, Alpaca, IG and TradingView. Users are provided a time-saving market-tested (back-tested in live trading) algorithm, clearly indicating buy and short signals based on a combination of 15 unique metrics. Simplified trading strategies for users to easily navigate opportunities and out-perform the market consistently. We actively monitor the market for trading ideas and our team of analysts post hundreds of charts daily for your consideration.Looking for your next trade? Check out the UltraAlgo Facebook group with 17,000 members, where our team of analysts and community posts hundreds of trading ideas daily! Ultra signals translate the standard deviation into a customizable format which can be set and any multiplier. This allows traders to easily identify jumps in the stocks.

5 Ratings

Starting Price: $67 per month

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EndoTech

Get hedge-fund results automatically on your secured crypto account. Algorithms remove needless ill-timed transactions. Machine-Learned strategies identify tactical breakouts instead of hoping for scalping wins. Now every investor has access to the power of machine learning and artificial intelligence tools. The exact algorithms that trade for Hedge Funds are now available. Algorithmic-based investments capture opportunities in the midst of volatility, without the complexities of owing any underlying assets outright. No more “missed the spike” or “held the drop”. Proven Machine Learning and Artificial intelligence algorithms identify opportunities. Automatic trading mechanisms execute trades across accounts instantly for execution on member accounts. Proven Machine Learning and Artificial intelligence algorithms identify opportunities. Automatic trade execution send trades to accounts globally and instantly for execution on member accounts.

5 Ratings

Starting Price: 15% subscription fee

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TradesViz

TradesViz is the most advanced online trading analytics and journaling platform. With over 500 charts and statistics, explore every single aspect of your trading journey and optimize your trading success. TradesViz supports import from 100+ brokers and 100% auto import from 30+ international platforms and brokers. All asset types can be imported into TradesViz. We support charting for US, CA, AU & IN exchanges in addition to global indices, forex, and cryptocurrency pairs. Interesting features that have been proven to provide deep actionable insights into your trading: * World's most advanced all-in-one Pivot grid analytics * Artificial intelligence Q&A analytics * Day/Trade plans for custom data analysis for mistake analysis etc., * 100% custom dashboard with over 400 widgets * Dedicated simulators for all asset types: stock, future, forex, and options * TradingView plotted charts for ALL trades and asset types Sign up and FIND your trading edge

5 Ratings

Starting Price: $14.99 per month

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Trade Ideas

Trade-Ideas is a cutting-edge stock scanning and trading analysis platform that empowers traders with AI-driven insights and real-time data. Its proprietary AI, Holly, generates daily trade ideas based on rigorous backtesting and market analysis, helping traders stay ahead of the curve. With highly customizable scanners, real-time alerts, and seamless broker integration, Trade-Ideas allows users to quickly identify and act on high-potential trading opportunities. The platform also offers robust backtesting, risk management tools, and advanced visualizations, making it an all-in-one solution for traders seeking precision and performance. Whether you're a day trader or long-term investor, Trade-Ideas provides the tools you need to succeed in the market.

2 Ratings

Starting Price: $127 per month

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JigSaw Trading

Jigsaw Trading

Jigsaw helps traders learn faster, trade smarter with simple, repeatable trading methods based on real-world professional order flow trading techniques. Our 3 tiers of Education benefit those needing to improve their trading method and those that are starting out and need a complete method. Professional traders know it’s essential to have tools that provide order flow information quickly, reliably, accurately but most of all, in a format that makes sense. Our industry-leading analytics platform “Journalytix”, helps you discover the buried treasure in your trading data. Built around proprietary trading techniques that institutional traders use every day, our tools are lightning fast and supremely effective. A platform built around gaining a true edge in the markets, trading data is presented exactly as you need it with no gimmicks. Able to accurately highlight events such as trapped traders, yet able to run ‘out of the box’.

2 Ratings

Starting Price: $579 one-time payment

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Claritus

Claritus is a technology-driven private wealth service that allows you to track, understand, and take control of your wealth, all in one place! At Claritus, we believe that you should have a clear, and understandable view of your assets and investments, without requiring a Master’s degree in Finance! We know your privacy and security are of the utmost importance to you, which is why we are committed to the highest standards of data security and encryption. With Claritus, you know your data is for your eyes only. Claritus lets you access, track, and be in full control of your portfolio, all from ONE convenient interface. In a choppy sea of apps, services, and spreadsheets, Claritus is your beacon in the dark. With real time data from more than 17,000 global financial institutions, brokerages, and other financial organizations, it’s never been easier to automatically keep track of your portfolio.

2 Ratings

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Quantower

Quantower is ready for trading on various markets and shares the best trading practices among all of them. This makes it possible to use such feature like Volume analysis for trading on Crypto exchanges. Analyze a combined trading data from several brokers or data feeds in one interface. Create your own trades history for fast local playback and testing of your strategies. Send your trading orders to several brokers simultaneously and manage them in one application.

1 Rating

Starting Price: Free or $20/mo for premium

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StocksToTrade

Your watchlist, the news, hot stocks, indicators, charts, it's all in one place. No more switching between browsers or platforms. Company earnings, filings, and news are all within one click. Make faster decisions when buying or selling. If your stock is seeing chatter on Twitter, you get immediate updates within the system. StocksToTrade goes beyond simply combining the top fundamental and technical tools on the internet. We also have built-in proprietary algorithms and scanners to quickly uncover big potential opportunities happening at this moment. Because we are day traders and swing traders ourselves, we know better than anyone, that speed is essential to short-term trading. We’ve designed StocksToTrade to be as efficient as possible so you uncover the most information about your watchlist stocks faster than anyone else.

1 Rating

Starting Price: $179.95 per month

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Zorro

oP group Germany GmbH

Zorro is a free institutional-grade software tool specialized on financial research and algorithmic trading. It's compact, easy to learn, and magnitudes faster than R or Python. It can do anything that automated trading platforms do - only better. Zorro offers extreme flexibility and features otherwise not found in consumer trading software. Any trading system, research project, or analysis tool can be realized with a small script in simplified C or C++ (see script examples). R and Python are also supported. Tutorials and video courses get you quickly started, even with no prior coding knowledge.

1 Rating

Starting Price: Free

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Trademetria

Don't you hate logging in to 4 different brokers to track your pnl? Our system consolidates all your portfolio positions in a single screen. Follow your favorite assets using watchlists. Forget your cumbersome trading spreadsheet. Full WYSIWYG HTML editor to log your trading events, emotions, and behaviors. Set account goals, add your own commissions, custom fees, and adjustments, and have full control of your trading business. Research financial information, earning dates, charts and company profile from 20+ world exchanges. Tag your trades with your strategies and discover what strategies are most/least profitable. Go further and see metrics for any strategy or trading account. Trading intelligence that can help you become better and consistent. View your trading results in a stunningly beautiful way and get the confidence you need to size up or the evidence to slow down.

1 Rating

Starting Price: $29.95 per month

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Passiv

Passiv turns your brokerage account into a modern portfolio management tool. Build your own personalized index, invest and rebalance with the click of a button, and seamlessly manage multiple accounts. Connect your accounts from any of these partner platforms. If your platform isn't listed below, you can join the mailing list to be notified when it's available. Build your portfolio and maintain your target allocation. Use Passiv's "buy-only" setting to identify the underweight assets in your portfolio. Save time by letting Passiv calculate & execute the trades needed to keep your portfolio balanced. Get notified whenever new cash & dividend payments come in or whenever your portfolio drifts out of alignment.We work with brokerages directly and use their APIs in order to keep your information safe and secure. This ensures that you are not breaching their terms & conditions.

Starting Price: $99 per year

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Scanz

Built from the ground up to make you successful at what you do. We specifically designed Scanz for those of who want to be the best. Scanz is gorgeous. Blazingly fast. And comes with market scanning features that make you feel superhuman. From the simplest single rule scans to complex multi-rule and variable scans, Pro Scanner lets you do it all. Take it as far as your imagination will allows you to. Don’t waste your time on snooze-worthy trades. Use the auto-sorting function to see which stocks have the highest volatility and liquidity. All data columns that are setup and saved on a particular scan will be remembered for that scan. This makes your scans extremely relevant with data columns that represent each individual scan. Get access to the data that helps you make smarter decisions. Scan results can include valuable data on company fundamentals, technicals, price, and liquidity.

Starting Price: $79 per month

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Overcharts

The tick/volume analysis package includes a series of indicators and tools that are essential to understanding market movements in advance. For example, Volume Profile shows the volume traded at particular price levels, highlighting if there are more buyers or sellers. TPO Profile (a.k.a market profile®), is similar to volume profile. Time-Price-Opportunity (TPO) shows the price distribution during the specified time and highlights at which levels the price has spent the most time. [more info] TPO profile is generally used in conjunction with volume profile to better identify areas of support and resistance. Unlike traditional bar or candlestick charts, the volume ladder combines Price, Volume and Order Flow all in one. Acceleration, deceleration, absorption, bid/ask volume levels, delta and lots of other information into a single intuitive chart.

Starting Price: $29.95 per month

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Utluna

Utluna delivers valuable insights into your portfolio and performance and helps you mitigate behavioral biases. Join anonymously and sync your accounts held at different financial institutions in less than 5 minutes. Too good to be true? Play around with our demo account (view only, no setup required) or sign up for a free 30-day trial (no email, no credit card required). Effortlessly monitor all your financial assets, independently of where they are held and how (il)liquid they are. Any asset class, incl. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, incl. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10, and beyond. Listed and non-listed, bankable and non-bankable assets. Understand what drives your portfolio thanks to intuitive composition, performance, and risk visualizations. Slice and dice your analysis according to your own view of the world thanks to customizable tags.

Starting Price: $25 per month

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TradingDiary Pro

Keeping a trading journal prevents you from trading randomly and impulsively, and losing a huge amount of money. In turn, it makes you a much more successful trader. Forget the trading journal templates, sheets, and trade logs you spent weeks building and then need to fill in on a daily basis. TradingDiary Pro is a user-friendly trading performance recorder with one-click import support, a wide range of configurations, useful statistics, and practical reports. The clear visual charts will help you to understand the true human nature of trading, avoid repeatedly making the same mistake, and control your behavior. Give yourself the chance to improve your performance, and become as good as you have always dreamt you would be. Risk handling is vital for successful trading, especially in leveraged trading. It helps cut down losses and it helps also to protect a trader’s account from losing all of his or her money.

Starting Price: $149 one-time payment

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Kinfo

Kinfo tracks your trading performance and lets you view top traders' portfolios. Track your trading performance. Kinfo calculates relevant trading metrics and will show you how you perform. View successful traders' portfolios, and view trades, metrics, and charts from traders with proven success. Analyze individual trades in detail, and see every detail about every trade for better insight. Receive alerts when someone trades. Follow your favorites and receive an alert when they make a trade. The journal tracks monthly progress. See how you perform monthly, and analyze your success or failures. Learn about what works by analyzing your own trades. Kinfo works by integrating directly with your broker. Linking only takes a few seconds, it´s secure and it´s optional to share your trading performance. Download the app or signup on to the web. It only takes a minute, its free and we don´t send spam. View your trading performance such as winning trades.

Starting Price: Free

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Options Road Backtester

Options Road

Stop wasting time on manual trading. Accelerate your portfolio's growth with automated options trading. Options Road is an automated trading platform that links directly to your Interactive Brokers® brokerage account. Perfect for investors who want to take a passive approach to options trading while maximizing returns, Options Road executes customizable trading strategies on your behalf. Our easy-to-navigate user interface requires 0 coding and is completely independent of any financial institution, ensuring that your goals come first. By autotrading options, you can save time while optimizing your ROI. Our automatic options trading platform serves as your personal portfolio manager, elevating your growth potential one trade at a time. By taking human error, insufficient research, and emotion out of the equation, our automatic trading system consistently executes trades for long-term portfolio growth. Saves hours of manual research and analysis.

Starting Price: $99 per month

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Dividend.watch

Forget spreadsheets or complex data entry. Easily track over 83,100 stocks & ETFs within your very own dashboard. A convenient way to track a portfolio of any size, estimate future income, calculate diversification, and stay on top of all updates. Advanced dividend calculator on the web packed with great features. Calculate any stock in any scenario in a few clicks! Every investor needs to know what is his dividend income. Smart investors look for other useful metrics that help them to make the right decisions. All useful information about your monthly dividend income is in one place together with useful metrics which are recalculated every 24 hours automatically. Buy and sell popular dividend stocks and build up your portfolio. Track all important metrics like dividend yield, the yield on cost, dividend income, P/E ratio, and much more. Calculate dividend income and other metrics. Estimate your monthly dividend income. Diversification and keeping track of your dividend portfolio.

Starting Price: $5.3 per month

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Diversiview

LENSELL

Diversiview by LENSELL is a cloud-powered platform for advanced portfolio analytics and optimisation, designed to support both individual investors and financial professionals in elevating portfolio performance. With Diversiview, users can: -Compute key portfolio metrics such as expected return, volatility, Alpha, Beta, Sharpe ratio, maximum drawdown, recovery time and more. -Examine diversification in detail at the individual investment level. -Explore projected outcomes for the current allocation alongside thousands of alternative portfolio configurations. -Determine efficient allocations along the Efficient Frontier — including the Minimum Risk, Optimal, and other efficiency-driven portfolios — powered by our proprietary Dual-Objective Optimisation Approach (DOOA). - Run backtests to assess portfolio strategy performance over time. Advisers: the platform also provides the ability to store unlimited portfolios, link them to clients, define benchmarks, build model portfolio

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RightCapital

RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.

Starting Price: $139.95 per month

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Option Alpha

Leverage automation to improve returns, find better trades, and transform into a superhuman trader. Trade SPX for a cash settlement and favorable tax treatment using the all-new 0DTE Oracle. Our mission is to empower every trader with the tools and knowledge to consistently place smarter trades with automation. See the future price range that the options market is projecting along with each expiration's max pain point. Earnings Edge provides a unique math-based approach for trading earnings reports that helps find opportunities based on historical price moves in post-earnings. Explore pre-calculated trading ideas that meet your criteria, then instantly place orders. At Option Alpha, we are devoted to empowering traders with simple, powerful tools supported by world-class research and education. By developing industry-first automation technology, enhancing data and information accessibility, and nurturing our community at every level, Option Alpha is changing the way people trade.

Starting Price: $79 per month

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PortfolioPilot

PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.

Starting Price: $20 per month

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Financial Tech Wiz Trading Journal

Financial Tech Wiz

The Financial Tech Wiz Trading Journal connects directly to 25+ brokers including Fidelity, Schwab (thinkorswim), TradeStation, Robinhood, E*Trade, tastytrade, Interactive Brokers, Webull, and more. Your trades import automatically so you can spend your time analyzing performance instead of entering data. Once your trades are in, the journal gives you a full analytics layer: win rate, profit factor, equity curve, drawdown analysis, and benchmark comparison against the S&P 500. The AI Trading Coach analyzes your own trade history and answers specific questions about your strategy, your setups, and where you are losing the most edge.

Starting Price: $9.91 per month

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StreamXLS

StreamXLS is a Windows RTD server that streams live data from Interactive Brokers into Microsoft Excel. It connects to Trader Workstation or IB Gateway through the TWS API and delivers account, position, order, and market data into worksheet cells via Excel-native RTD formulas - no add-in, no VBA, no programming. Users can build their own Excel dashboards, watchlists, and portfolio trackers in any layout, with values that update in realtime. StreamXLS covers stocks, futures, options (including greeks) and FX; supports multiple accounts (including Financial Advisor structures). It also enables order tickers to be populated from Excel. Requires desktop Excel on Windows, an Interactive Brokers account, and the user's own market data subscriptions. 30-day free trial.

Starting Price: $59/month

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IB Trader WorkStation (TWS)

Interactive Brokers

Our market maker-designed IB Trader Workstation (TWS) lets traders, investors and institutions trade stocks, options, futures, currencies, bonds and funds on over 150 markets worldwide from a single unified platform. TWS Mosaic: Mosaic provides intuitive out-of-the-box usability with quick and easy access to comprehensive trading, order management, chart, watchlist and portfolio tools all in a single, customizable workspace. Get direct access to TWS trading, order, live quoting, technical research and analysis tools all in a single window. Use the Portfolio window for at-a-glance account summary and position detail, the Order Entry window to formulate and transmit orders instantly, and the Order Monitor to track and modify live orders and review filled and cancelled orders. Classic TWS offers quick click order entry from bid and ask prices, with the order row displayed directly beneath the Market Data row. Classic TWS is always available to traders who need more advanced tools.

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Business Software for Interactive Brokers

Top Software that integrates with Interactive Brokers as of July 2026

Sharesight

Build Alpha

TradingView

TradeZella

Medved Trader

UltraAlgo

EndoTech

TradesViz

Trade Ideas

JigSaw Trading

Claritus

Quantower

StocksToTrade

Zorro

Trademetria

Passiv

Scanz

Overcharts

Utluna

TradingDiary Pro

Kinfo

Options Road Backtester

Dividend.watch

Diversiview

RightCapital

Option Alpha

PortfolioPilot

Financial Tech Wiz Trading Journal

StreamXLS

IB Trader WorkStation (TWS)