How the connection works
Sign in with Google
The first sign-in creates a Demo workspace with simulated data, so you can see the product before connecting anything. No card is needed for that.
Connect Interactive Brokers through Plaid
Plaid handles the broker sign-in and passes Vestiio a read-only feed of holdings, cash and transactions. Vestiio never stores your login details. Plaid connections need a US or Canadian billing address.
Read your portfolio within minutes
Plaid supplies today’s holdings and up to two years of transactions but no daily values, so Vestiio rebuilds the daily history from those transactions and its own price and exchange-rate data. For Interactive Brokers that reaches back about 14 months. From the day you connect, the values come from the live sync.
What you see once it is connected
Returns you can compare
Performance is time-weighted, so a deposit never looks like a gain. Pick benchmarks from a curated list of 17, the S&P 500 and gold among them, and see the same period computed the same way.
Every position in your own currency
Interactive Brokers accounts tend to hold several currencies. Vestiio converts every position at a daily rate and shows the portfolio in the currency you choose.
An analyst that knows your holdings
Ask what changed while you were away, which holdings are most volatile, or what no longer fits your thesis. Answers start from what you actually hold, with measured beta, drawdown and volatility per position.
What 1,600+ managers report holding
Fund Explorer reads institutional 13F filings: top positions, quarterly changes and a consistency ranking. Follow a manager and see which of their reported holdings you own too.
Interactive Brokers on Vestiio, specifically
Verified for the leaderboard
Interactive Brokers is the one institution whose deposits and withdrawals Vestiio has verified against the broker’s own statement. That is what makes an Interactive Brokers portfolio eligible for the anonymized leaderboard and private leagues, if you opt in. Portfolios at other institutions track the same way but show "Tracking only".
Outside the US and Canada
Plaid connections need a US or Canadian billing address. Elsewhere, Manual Sync imports an Interactive Brokers statement as CSV, Excel or PDF, shows a preview, and saves nothing until you confirm.
Private unless you share
A connected portfolio is private by default. Sharing a page, or joining a leaderboard, asks for a separate agreement first and can be switched off at any time.
Pricing
| Plan | Monthly | Annual | Includes |
|---|---|---|---|
| Basic | $19/mo | $190/yr | 1 portfolio |
| Pro | $39/mo | $390/yr | 2 portfolios |
| Premium | $59/mo | $590/yr | 5 portfolios |
Annual plans get two months free. Extra portfolios are $10/mo each. Basic may add one; Pro and Premium up to ten. No free tier. A Demo workspace with a synthetic portfolio lets you try the product before paying. Billing is by card through Stripe, and a subscription can be cancelled at any time, taking effect at the end of the current period. If Vestiio is not useful to you, ask for a refund during the first billing period of a monthly plan or within 14 days of starting an annual one.
Questions people ask before connecting
- Does Vestiio need my Interactive Brokers password?
- No. The connection goes through Plaid, which handles the sign-in on its own pages. Vestiio receives a read-only feed and never stores your login details.
- Can Vestiio trade in my account?
- No. Vestiio cannot place orders, move money or hold assets, on any plan. It is informational portfolio analytics, not investment advice.
- How far back does the history go?
- Plaid provides up to two years of transactions, and for Interactive Brokers the feed reaches back about 14 months. Vestiio rebuilds daily values from those transactions, usually within a few minutes of the first sync, and the live sync takes over from the day you connect.
- Is Vestiio affiliated with Interactive Brokers?
- No. Interactive Brokers is a trademark of its owner. Vestiio is an independent Swiss company and is not affiliated with or endorsed by Interactive Brokers or any other broker.
Interactive Brokers is a trademark of its owner. Vestiio is independent and is not affiliated with or endorsed by Interactive Brokers or any other broker. Broker names on this page describe compatibility only.