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    • Regrouping Legs to Different Open Positions
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      • Account (Brokerage)
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    • 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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  1. Error Resolutions

Formatting Trade History Columns (TD Ameritrade)

PreviousWingman Doesn't Accept Trading HistoryNext"Can't Filter Underlying by CSV"

Last updated 5 years ago

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1. Go to Monitor tab —> Account Statement and then expand the "Trade History" section.

2. Make sure the arrow icon is pointing inwards, or else it will show the condensed version of columns. The screenshot below shows it facing outwards (wrong). If this is the case, click it to toggle it. You will see more columns appear.

2. To get the correct column set (default), click the tiny gear icon and then "Customize"

3. Click "Load Defaults" and then "OK".

4. Now you can reexport the file from thinkorswim and try importing to Wingman again