Help

Wheelytics help center

Setup guides and product references for imports, account settings, and portfolio analytics.

Data Import

HelpMay 4, 2026Data Import

How to upload a manual broker report CSV or XLSX

A practical guide to importing a broker export when direct sync is not available.

HelpCSV ImportXLSX ImportIBKR

Interactive Brokers

HelpMay 3, 2026Interactive Brokers

Understanding IBKR Flex Reports and Import Security

When evaluating a portfolio analytics tool, account security is the primary concern for any trader. This article explains how Wheelytics interacts with Interactive Brokers (IBKR) data, how we calculate your key metrics, and why our report-based approach is designed to keep your account secure.

IBKRFlex ReportsSecurityHelp

HelpApr 30, 2026Interactive Brokers

How to Set Up Flex Reports in Interactive Brokers for Wheelytics

Step-by-step guide to create two Flex Queries in Interactive Brokers for importing trades into Wheelytics.

IBKRInteractive Brokers