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Code Issues Packages Projects Releases Wiki Activity

Add Interactive Brokers Provider (#1722)

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* Display multi-currency holdings correctly

* Implement IBKR provider

* Fix: Use historical exchange rate for historical prices

* Add brokerage exchange rate for trades

* Sync historical balances from IBKR

* Add logos in activity history

* Fix privacy mode blur in account view

* Improve IBKR XML Flex report parser errors
This commit is contained in:
Gian-Reto Tarnutzer
2026-05-12 23:45:19 +02:00
committed by GitHub
parent 3c4c32584a
commit ce5d7dd736
81 changed files with 3838 additions and 59 deletions
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6
app/controllers/settings/providers_controller.rb
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@@ -191,6 +191,7 @@ class Settings::ProvidersController < ApplicationController
{ key: "binance", title: "Binance", turbo_id: "binance", partial: "binance_panel" },
{ key: "kraken", title: "Kraken", turbo_id: "kraken", partial: "kraken_panel" },
{ key: "snaptrade", title: "SnapTrade", turbo_id: "snaptrade", partial: "snaptrade_panel", auto_open: "manage" },
{ key: "ibkr", title: "Interactive Brokers", turbo_id: "ibkr", partial: "ibkr_panel" },
{ key: "indexa_capital", title: "Indexa Capital", turbo_id: "indexa_capital", partial: "indexa_capital_panel" },
{ key: "sophtron", title: "Sophtron", turbo_id: "sophtron", partial: "sophtron_panel" }
].freeze
@@ -208,6 +209,7 @@ class Settings::ProvidersController < ApplicationController
"binance" => "BinanceItem",
"kraken" => "KrakenItem",
"snaptrade" => "SnaptradeItem",
"ibkr" => "IbkrItem",
"indexa_capital" => "IndexaCapitalItem",
"sophtron" => "SophtronItem"
}.freeze
@@ -232,6 +234,8 @@ class Settings::ProvidersController < ApplicationController
@kraken_items = Current.family.kraken_items.active.ordered
when "snaptrade"
@snaptrade_items = Current.family.snaptrade_items.includes(:snaptrade_accounts).ordered
when "ibkr"
@ibkr_items = Current.family.ibkr_items.ordered
when "indexa_capital"
@indexa_capital_items = Current.family.indexa_capital_items.ordered
when "sophtron"
@@ -257,6 +261,7 @@ class Settings::ProvidersController < ApplicationController
@mercury_items = Current.family.mercury_items.active.ordered
@coinbase_items = Current.family.coinbase_items.ordered # Coinbase panel needs name and sync info for status display
@snaptrade_items = Current.family.snaptrade_items.ordered
@ibkr_items = Current.family.ibkr_items.ordered.select(:id)
@indexa_capital_items = Current.family.indexa_capital_items.ordered.select(:id)
@binance_items = Current.family.binance_items.active.ordered
@kraken_items = Current.family.kraken_items.active.ordered
@@ -286,6 +291,7 @@ class Settings::ProvidersController < ApplicationController
"binance" => @binance_items,
"kraken" => @kraken_items,
"snaptrade" => @snaptrade_items,
"ibkr" => @ibkr_items,
"indexa_capital" => @indexa_capital_items,
"sophtron" => @sophtron_items
}