Wingman Tracker Guide
  • Wingman Tracker Guide
  • API Documentation
  • Getting Started
    • Full Walkthrough Video
    • Adding an Account
      • Charles Schwab Positions CSV Instructions
      • E*TRADE Positions CSV Instructions
      • Fidelity Positions CSV Instructions
      • Interactive Brokers Positions CSV Instructions
      • tastyworks Positions CSV Instructions
      • TD Ameritrade Positions CSV Instructions
    • Regrouping Legs to Different Open Positions
    • Splitting Transactions
  • Wingman Concepts
    • All Metrics & Terms
      • Account (Brokerage)
      • Account Balance (Net Liq.)
      • Amount
      • Annual Expected Range
      • Badge - Expiring Soon
      • Badge - Ready to Close
      • Badge - Uploaded Today
      • Close Date
      • Closed Position
      • Cumulative Return
      • Breakeven
      • Daily Expected Range
      • Daily Return
      • Days in Trade
      • Deposit (Withdrawal)
      • Entry Date
      • Fees
      • Latest Import
      • Latest Transaction
      • Leg
      • Notes
      • Original Cost
      • Original Expiration Date
      • Position
      • Realized P/L
      • Strategy
      • Tag (Position)
      • Transaction
      • Underlying
    • Position Hierarchy (Group Structure)
  • Error Resolutions
    • Wingman Doesn't Accept Trading History
    • Formatting Trade History Columns (TD Ameritrade)
    • "Can't Filter Underlying by CSV"
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  • Introduction
  • Getting Started

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Wingman Tracker Guide

Documentation to help you feel confident using Wingman Tracker.

Introduction

Wingman Tracker is built to help you track and analyze your trading activity, as an automated alternative to maintaining custom spreadsheets. It's designed to be your options trading assistant.

If you want help or answers with something, whether it's in the guide or not, you're always encouraged to reach out to support either via the chat on the website (lower right blue message icon) or via email at support@wingmantracker.com.

Getting Started

First time here? Check out the Getting Started section in the left navigation. You can learn how to add a brokerage account here. Or watch the full walkthrough video here.

More comprehensive docs are in progress...

NextAPI Documentation

Last updated 5 years ago

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