Portfolio analytics for IBKR

Buy right.
Hold tight.
Know everything.

Rendity gives you complete portfolio analytics for your Interactive Brokers account: IRR, income attribution, options planning, benchmark comparisons, and German tax reports. Check in once a month. Stay informed all year.

Sign up See what it does ↓
31
Transaction types tracked
XIRR
Money-weighted returns
4
Income buckets per stock
Anlage KAP
German tax form
What you get
Deep portfolio analytics, automatically computed.
The best investment strategy is one you can stick with. Rendity helps you understand exactly how your portfolio is performing, so you can spend your time on research, not spreadsheets.
%

True IRR per stockⓘ

Money-weighted internal rate of return that accounts for the timing of every deposit, withdrawal, and trade. Per-stock and portfolio-wide.

$

Income attribution

Four income buckets per stock: price gains, option premiums, dividends, and interest. See where your returns actually come from.

◈

Options planner

Cash committed to puts, covered call availability per position, and premium income attributed to each underlying. A complete options command center.

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Benchmark comparisonⓘ

Time-weighted returns plotted against SPY, QQQ, VOO, or any ticker. See how your portfolio stacks up over any time range.

▣

Performance heatmapⓘ

Months and years at a glance. Instantly spot your strongest and weakest periods with color-coded performance data.

⚑

German tax report

Anlage KAP fields computed automatically with loss offsetting pools and transaction-level drill-down. Tax season, handled.

Spotlight
An options command center for your portfolio.
Know your cash exposure, see which positions can write covered calls, and track premium income. All in one view.

Cash & Exposure at a Glanceⓘ

Instantly see your free cash after accounting for put commitments.
$48,210
Cash balance
$18,500
Committed to puts
$29,710
Free cash

Covered Call Availabilityⓘ

Positions sorted by call-writing capacity. See cost basis, shares held, contracts committed, and available lots.
Tickervs CostSharesCallsPuts
AAPL+24.3%5002C—
MSFT+18.7%3001C1P
JNJ-2.1%200—2P
KO+8.5%1001C—
PG+12.0%50——
See it in practice
Built for investors who value their time.
Great businesses compound quietly. Rendity gives you the full picture so you can check in with confidence and get back to what matters.

Dashboard

Portfolio value, cash balance, unrealised P&L, and IRR. The numbers that matter, all in one glance.
€247,382
Portfolio value
+18.4%
Portfolio IRR
+€12,891
Unrealised P&L
+14.2%
SPY benchmark

Monthly Returns

Stacked income by source: dividends, interest, options, realized P&L.
Dividends Interest Options Realized P&L

Performance Heatmap

Years × months. Spot patterns at a glance.

Benchmark Comparison

Your time-weighted return alongside SPY, QQQ, or any ticker.
You SPY

Income Breakdown

Per-stock attribution across four income sources.
+18%
Income
Dividends€2,838
Interest€1,935
Options€3,225
Realized P&L€4,902

Stock Deep Dive

Full transaction history per ticker with chart overlays showing execution prices and position size over time.
BUY SELL OPTION DIVIDEND ASSIGNED

Anlage KAP

German tax form fields, loss-offset pools, and EUR-converted amounts. Computed from your IBKR transactions with full drill-down.
Setup
Three steps. Five minutes.
1

Connect IBKR

Enter your Flex Query token. Read-only access: Rendity never places trades or moves money.

2

Sync your history

Full backfill pulls every transaction from account opening. Incremental sync keeps it current.

3

See the full picture

Dashboard, returns, comparisons, and tax reports. All computed from your actual data, updated whenever you want.

Your data stays yours.

Rendity is self-hosted. Your credentials are encrypted at rest. The IBKR connection is read-only: it can see your history, never touch your positions. No third-party analytics. No tracking. No cloud dependency.

✓ Read-only IBKR access ✓ Encrypted credentials ✓ No tracking
Under the hood
Server-rendered HTML that loads fast and works everywhere.
Django 5.1 PostgreSQL Chart.js yfinance Django-Q2 IBKR Flex Query API numpy-financial Python 3

Your portfolio, fully understood.

The best time to plant a tree was twenty years ago. The second best time is now. If you invest through Interactive Brokers, Rendity gives you the clarity to stay the course, with confidence.

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