Self-hosted software for Interactive Brokers traders

Your account. Your data. Your machine.

Kestrel builds trading and tax tools that run on your own hardware, connected to your own Interactive Brokers account. We never hold your funds or credentials — we just give you better software to run.

Educational & technical tools only — never investment advice
100%Runs on your own machine
LocalTax data never leaves your device
HMRCRules cited line by line
IBKROptions-native automation
Products

Two tools, one principle

Both products install on your side of the wall. Kestrel supplies the software; you keep control of the account, the execution and the data.

UK Tax Calculator

Capital gains, done properly

A desktop tool that turns your raw IBKR statements into an SA108-ready capital gains report — built for the accounts mainstream tools handle badly.

  • Derivatives, short positions and multi-currency accounts handled correctly
  • Section 104 pooling, same-day and 30-day bed-&-breakfast rules applied
  • Every figure carries its HMRC citation, reconciled to your statements
  • Fully offline — your tax data never leaves your computer
Availability: early access · per-tax-year licence, tiered by trade count
IB API Interface

Options automation you host yourself

A self-hosted engine that runs your options strategies against your own IB account on your own VPS — with a risk layer armed by default.

  • Covered call, wheel, protective put, auto-rolling and auto-hedging modules
  • Configurable drawdown limits, position caps and a portfolio kill switch
  • Event-driven backtesting with in-house payoff and P&L charts
  • Paper-trading mode first — go live only when you choose to
Availability: in development · built and tested on the founder's own account first
Why self-hosted

The safest place for your money is your own hands

Kestrel deliberately never touches client funds or broker credentials. That keeps you in control — and it keeps the software clean, private and simple.

You hold the keys

The software connects to your Interactive Brokers account with your credentials, on your machine. Kestrel never has access to either.

Your data stays local

The tax calculator processes everything on your device. Nothing is uploaded, so your financial data is never exposed to us or anyone else.

Tools, not tips

We ship configurable machinery with parameters you set. We never tell you what to trade — the decisions, and the execution, remain yours.

About Kestrel

Built by a trader, for traders

Kestrel Consultancy is a Hong Kong–registered company building software for serious retail traders on Interactive Brokers. Every tool is dogfooded on the founder's own portfolio before it ever reaches a customer.

Our positioning is deliberate and narrow: educational content and technical tooling. We do not manage money, give investment advice, or make performance claims.

No investment advisory Technical consultation only Educational purpose Privacy by design

Get in touch

Questions about the tools, early access, or a technical consultation? Drop us a line.

kestrelconsultancy@protonmail.com

Kestrel Consultancy Company Limited · Hong Kong

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