Fundings per month
Current month
12-mo average
Sign in with your IB account
Upload a CSV or Excel export from the broker/CRM. Expected columns: account, client, ib, deposit, balance, lots, lastTradeDays, fundedDays, status. Re-uploading updates the dashboard in place.
These thresholds drive account status and the at-risk flag across the whole dashboard. Change them here instead of in code — no developer needed.
| # | Introducing broker | Tier | Clients | Lots 30d | Share of rebate | Rebate 30d | Trend |
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| Account | Client | Introducing broker | Status | Deposit | Balance | Lots 30d ↓ | Rebate | Last trade |
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