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 77c23789e6..8fe07e32cf 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 @@ -169,6 +169,53 @@ >. + + + How can I import transactions from Interactive Brokers + (IBKR)? + + +
    +
  1. Log in to your Interactive Brokers Client Portal
  2. +
  3. + Navigate to 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 General Configuration, change Date Format to + mm/dd/yyyy +
  16. +
  17. Click Create
  18. +
  19. Run the Activity Flex Query
  20. +
  21. + Under Period, select Custom Date Range to cover + all trades +
  22. +
  23. + Set Format as CSV, click Run and + download your trades +
  24. +
  25. Import the CSV file into Ghostfolio
  26. +
+

+ Note: Make sure your IBKR Client Portal language is set to + English before exporting to ensure proper CSV headers. +

+
+
Got any other questions?