"Can't Filter Underlying by CSV"
You may (accidentally) be filtering Account Statement tab in thinkorswim on a specific underlying, which doesn't play nicely with Wingman. Here's the quick fix:
Last updated
You may (accidentally) be filtering Account Statement tab in thinkorswim on a specific underlying, which doesn't play nicely with Wingman. Here's the quick fix:
Last updated
1. To fix this error, go to Account Statement, remove the underlying from the search bar at the top labeled "Show by symbol" (see screenshot below).
2. Hit "Enter" (or "Return") on your keyboard to have it reflect this deletion.
3. The reexport and try importing to Wingman again.