Short Stock Ledger
Instructions
The Short Stock Ledger report details the stocks borrowed and returned over the requested period. To navigate to this report, please take the steps outlined below.
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Click Performance & Reports > Other Reports.
Alternatively, click Menu in the top left corner > Reporting > Other Reports
- If you manage or maintain multiple accounts, the Account Selector opens. Search for and select the account.
The Other Reports screen opens.
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Navigate to the Supplemental section.
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Select the blue Run arrow icon to the right of Short Stock Ledger.
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Select a Period, Date, Format, and Language.
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Select Run. The report will populate on your screen.
Additional Resources
Learn About Reporting in Advisor Portal at IBKR Campus