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@ -169,6 +169,53 @@ |
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<mat-card appearance="outlined" class="mb-3"> |
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<mat-card-header> |
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<mat-card-title |
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>How can I import transactions from Interactive Brokers |
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(IBKR)?</mat-card-title |
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> |
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</mat-card-header> |
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<mat-card-content> |
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<ol> |
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<li>Log in to your Interactive Brokers Client Portal</li> |
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<li> |
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Navigate to <strong>Reports</strong> in the top menu, then select |
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<strong>Flex Queries</strong> |
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</li> |
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<li> |
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Click the <strong>+</strong> button next to Activity Flex Query |
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</li> |
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<li>Select <strong>Trades</strong> under Sections</li> |
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<li>Select <strong>Executions</strong> on the pop-up window</li> |
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<li> |
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Click <strong>SELECT ALL</strong> and then <strong>Save</strong> |
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</li> |
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<li>Enter a Query Name (e.g., "Ghostfolio Export")</li> |
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<li> |
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Under General Configuration, change Date Format to |
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<strong>mm/dd/yyyy</strong> |
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</li> |
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<li>Click <strong>Create</strong></li> |
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<li>Run the Activity Flex Query</li> |
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<li> |
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Under Period, select <strong>Custom Date Range</strong> to cover |
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all trades |
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</li> |
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<li> |
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Set Format as <strong>CSV</strong>, click <strong>Run</strong> and |
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download your trades |
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</li> |
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<li>Import the CSV file into Ghostfolio</li> |
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</ol> |
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<p class="mb-0 mt-3"> |
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<small |
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>Note: Make sure your IBKR Client Portal language is set to |
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English before exporting to ensure proper CSV headers.</small |
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> |
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</p> |
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</mat-card-content> |
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<mat-card appearance="outlined" class="mb-3"> |
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<mat-card appearance="outlined" class="mb-3"> |
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<mat-card-header> |
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<mat-card-header> |
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<mat-card-title>Got any other questions?</mat-card-title> |
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<mat-card-title>Got any other questions?</mat-card-title> |
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