> For the complete documentation index, see [llms.txt](https://docs.wingmantracker.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.wingmantracker.com/getting-started.md).

# Getting Started

- [Full Walkthrough Video](https://docs.wingmantracker.com/getting-started/full-walkthrough-video.md): Page by page, learn how to use Wingman. Grab a cup of coffee and make it full screen.
- [Adding an Account](https://docs.wingmantracker.com/getting-started/adding-an-account.md): Instructions to add a brokerage account into Wingman. This will sync your current holdings and create the Account for future importing, so that you can keep each brokerage account separated.
- [Charles Schwab Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/charles-schwab-positions-csv-instructions.md): How to retrieve the Positions CSV from Charles Schwab.
- [E\*TRADE Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/e-trade-positions-csv-instructions.md): How to retrieve the Positions CSV from Charles Schwab.
- [Fidelity Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/fidelity-positions-csv-instructions.md): How to retrieve the Positions CSV from Fidelity.
- [Interactive Brokers Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/interactive-brokers-positions-csv-instructions.md)
- [tastyworks Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/tastyworks-positions-csv-instructions.md): How to retrieve the Positions CSV from tastyworks.
- [TD Ameritrade Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/td-ameritrade-positions-csv-instructions.md): How to retrieve the Positions CSV from thinkorswim.
- [Regrouping Legs to Different Open Positions](https://docs.wingmantracker.com/getting-started/regrouping-legs-to-different-open-positions.md): Did Wingman not group your Legs or Transactions into the Positions you want? Here's how to customize your grouping.
- [Splitting Transactions](https://docs.wingmantracker.com/getting-started/splitting-transactions.md)