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Feature/add IBKR instructions to FAQ (#7870)

* Add IBKR instructions

* Update changelog
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Faizan Khan 7 hours ago
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  1. 6
      CHANGELOG.md
  2. 59
      apps/client/src/app/pages/faq/overview/faq-overview-page.html

6
CHANGELOG.md

@ -5,6 +5,12 @@ All notable changes to this project will be documented in this file.
The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
## Unreleased
### Added
- Extended the content of the _General_ section by information about the import of activities from _Interactive Brokers_ on the Frequently Asked Questions (FAQ) page
## 3.81.0 - 2026-10-07
### Changed

59
apps/client/src/app/pages/faq/overview/faq-overview-page.html

@ -56,6 +56,65 @@
return).</mat-card-content
>
</mat-card>
<mat-card appearance="outlined" class="mb-3">
<mat-card-header>
<mat-card-title
>How can I import activities from
<i>Interactive Brokers</i> (IBKR)?</mat-card-title
>
</mat-card-header>
<mat-card-content>
<ol>
<li>Log in to your <i>Interactive Brokers</i> Client Portal</li>
<li>
Navigate to <strong>Performance &amp; Reports</strong> in the top
menu, then select <strong>Flex Queries</strong>
</li>
<li>
Click the <strong>+</strong> button next to Activity Flex Query
</li>
<li>Select <strong>Trades</strong> under Sections</li>
<li>Select <strong>Executions</strong> on the pop-up window</li>
<li>
Click <strong>SELECT ALL</strong> and then <strong>Save</strong>
</li>
<li>Enter a Query Name (e.g., "Ghostfolio Export")</li>
<li>
Under Delivery Configuration, set <strong>Format</strong> to
<strong>CSV</strong>,
<strong>Include header and trailer records</strong> to
<strong>No</strong>, <strong>Include column headers</strong> to
<strong>Yes</strong> and
<strong>Display single column header row</strong> to
<strong>Yes</strong>
</li>
<li>Click <strong>Create</strong></li>
<li>Run the Activity Flex Query</li>
<li>
Under Period, select <strong>Custom Date Range</strong> and choose
the dates you want to export. Run separate exports for longer
histories if necessary
</li>
<li>
Set <strong>Format</strong> to <strong>CSV</strong>, click
<strong>Run</strong> and download your trades
</li>
<li>
Import the CSV file in Ghostfolio: <strong>Portfolio</strong> →
<strong>Activities</strong> →
<strong>Import Activities...</strong>
</li>
</ol>
<p>
Please note: The export contains trades only. It does not contain
dividends, interest or taxes. Keep only rows with the asset class
<code>STK</code>. Remove all other rows before the import, for
example currency conversions (<code>CASH</code>, such as
<code>EUR.USD</code>). Symbols from exchanges outside the US might
need a manual change.
</p>
</mat-card-content>
</mat-card>
<mat-card appearance="outlined" class="mb-3">
<mat-card-header>
<mat-card-title>Can I use Ghostfolio anonymously?</mat-card-title>

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