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Add IBKR export instructions to FAQ

Added step-by-step instructions to the FAQ page explaining how to export transactions from Interactive Brokers (IBKR) using Flex Queries. This addresses issue #1829 where users requested documentation on how to import transactions from IBKR.

The instructions include:
- How to navigate to Flex Queries in IBKR Client Portal
- Setting up Activity Flex Query with proper configuration
- Selecting Trades and Executions
- Configuring date format to mm/dd/yyyy
- Running the query and exporting as CSV
- Note about setting language to English for proper CSV headers
pull/7870/head
Faizan Khan 2 weeks ago
parent
commit
9bb4e176b3
  1. 47
      apps/client/src/app/pages/faq/overview/faq-overview-page.html

47
apps/client/src/app/pages/faq/overview/faq-overview-page.html

@ -169,6 +169,53 @@
>.</mat-card-content >.</mat-card-content
> >
</mat-card> </mat-card>
<mat-card appearance="outlined" class="mb-3">
<mat-card-header>
<mat-card-title
>How can I import transactions from Interactive Brokers
(IBKR)?</mat-card-title
>
</mat-card-header>
<mat-card-content>
<ol>
<li>Log in to your Interactive Brokers Client Portal</li>
<li>
Navigate to <strong>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 General Configuration, change Date Format to
<strong>mm/dd/yyyy</strong>
</li>
<li>Click <strong>Create</strong></li>
<li>Run the Activity Flex Query</li>
<li>
Under Period, select <strong>Custom Date Range</strong> to cover
all trades
</li>
<li>
Set Format as <strong>CSV</strong>, click <strong>Run</strong> and
download your trades
</li>
<li>Import the CSV file into Ghostfolio</li>
</ol>
<p class="mb-0 mt-3">
<small
>Note: Make sure your IBKR Client Portal language is set to
English before exporting to ensure proper CSV headers.</small
>
</p>
</mat-card-content>
</mat-card>
<mat-card appearance="outlined" class="mb-3"> <mat-card appearance="outlined" class="mb-3">
<mat-card-header> <mat-card-header>
<mat-card-title>Got any other questions?</mat-card-title> <mat-card-title>Got any other questions?</mat-card-title>

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