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Investment Strategies / Mechanical Investing
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Author: TGMark 🐝  😊 😞
Number: of 3959 
Subject: Re: Mungo MI - is it working?
Date: 06/07/2024 7:58 AM
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Excellent. Seeing this, I got curious about IB's reporting which I have not looked at much.
I had been at FolioFN but IB scooped them up.

IB provides a very nice account summary through their "activity" report for any date range.
It shows overall return as well as commissions, interest, withdrawals, and individual holdings.
Most of my accounts have a mix of long term holdings and MI screens, and it would be more work to separate them out.
But you can download a CSV which has the information needed to do that.

Mark
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