How do I get my Interactive Brokers account balance (Net Liquidation Value) into Excel? #1
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streamxls-dev
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A question people ask in IBKR trading forums — answered here so it's searchable. |
Answered by
streamxls-dev
Aug 16, 2026
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With StreamXLS installed and TWS (or IB Gateway) running with API access enabled, one formula streams it live: The account number is required for Without StreamXLS: Interactive Brokers' free Excel RTD sample does not carry account data (market data only, per IBKR's docs), so the free routes are IBKR's DDE or ActiveX samples, or exporting statements/Flex Queries as files. |
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With StreamXLS installed and TWS (or IB Gateway) running with API access enabled, one formula streams it live:
The account number is required for
accounttopics; if you don't know yours,=RTD("Tws.Rtd",, "status", "AccountsCSV")lists the accounts visible on the connection. Over 130 account fields are available (AvailableFunds, BuyingPower, ExcessLiquidity, …), per-currency where applicable — see quickstart.md.Without StreamXLS: Interactive Brokers' free Excel RTD sample does not carry account data (market data only, per IBKR's docs), so the free routes are IBKR's DDE or ActiveX samples, or exporting statements/Flex Queries as fi…