Interactive Brokers portfolio tracker
What serious IBKR users usually need beyond balances alone: holdings, fees, FX, cash, cost basis, and transaction traceability.
Guides for investors who want a read-only portfolio tracker.
Updated: 5 June 2026
These pages explain the exact problems BasisTrail is built to solve: tracking Interactive Brokers activity, Base wallet activity, cost basis, and portfolio changes without handing over trading authority or private keys.
Each guide is written for real investor search intent, not generic finance SEO filler. The focus is on read-only portfolio visibility, audit-grade tracing, and explainable portfolio analytics.
Base wallet portfolio tracker
Why on-chain balances are not enough, and how Base transfers, token balances, and gas fees should be inspected in one ledger.
Cost basis tracker
What cost basis tracking actually means when brokerage activity and on-chain activity both affect portfolio history and P&L.
Read-only portfolio tracker
Why read-only access matters for investor trust, and what a portfolio app should never ask for when it only needs visibility.
Common themes across every guide
- Portfolio tracking should not require trading authority.
- Holdings alone are not enough without transactions, fees, FX, and cash.
- Cost basis, realized gains, and unrealized gains need traceable source data.
- AI is only useful when it explains the user’s own portfolio and cites its inputs.