> 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)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.wingmantracker.com/getting-started.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.