diff --git a/CHANGELOG.md b/CHANGELOG.md index 3a08d82688..413120f74c 100644 --- a/CHANGELOG.md +++ b/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 diff --git a/apps/client/src/app/pages/faq/overview/faq-overview-page.html b/apps/client/src/app/pages/faq/overview/faq-overview-page.html index 66b416fbab..cca488898e 100644 --- a/apps/client/src/app/pages/faq/overview/faq-overview-page.html +++ b/apps/client/src/app/pages/faq/overview/faq-overview-page.html @@ -56,6 +56,65 @@ return). + + + How can I import activities from + Interactive Brokers (IBKR)? + + +
    +
  1. Log in to your Interactive Brokers Client Portal
  2. +
  3. + Navigate to Performance & Reports in the top + menu, then select Flex Queries +
  4. +
  5. + Click the + button next to Activity Flex Query +
  6. +
  7. Select Trades under Sections
  8. +
  9. Select Executions on the pop-up window
  10. +
  11. + Click SELECT ALL and then Save +
  12. +
  13. Enter a Query Name (e.g., "Ghostfolio Export")
  14. +
  15. + Under Delivery Configuration, set Format to + CSV, + Include header and trailer records to + No, Include column headers to + Yes and + Display single column header row to + Yes +
  16. +
  17. Click Create
  18. +
  19. Run the Activity Flex Query
  20. +
  21. + Under Period, select Custom Date Range and choose + the dates you want to export. Run separate exports for longer + histories if necessary +
  22. +
  23. + Set Format to CSV, click + Run and download your trades +
  24. +
  25. + Import the CSV file in Ghostfolio: Portfolio → + Activities → + Import Activities... +
  26. +
+

+ Please note: The export contains trades only. It does not contain + dividends, interest or taxes. Keep only rows with the asset class + STK. Remove all other rows before the import, for + example currency conversions (CASH, such as + EUR.USD). Symbols from exchanges outside the US might + need a manual change. +

+
+
Can I use Ghostfolio anonymously?