Adding an Account

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.

1. Go to the My Accounts page and click "Add Account"

My Accounts page

2. If it's your first account, you'll see our original onboarding message page (click the button that says Add Brokerage Account). Then you'll see the following page:

Page to add an account

3. Click on your brokerage to see instructions on how retrieve the proper CSV file. This CSV file contains your current holdings — not any transaction history. Importing actual trades going forward is a different CSV file. This is a one-time thing for each account.

Links to CSV Instructions: TD Ameritrade tastyworks

4. In the form on the right side of the page, give your account a nickname to identify it, select your brokerage, and attach the CSV file you just downloaded.

5. After you click "Add account and import portfolio", Wingman will parse and upload these positions, showing you the preview of what imported on the following screen. This should not take any longer than about 15 seconds, so if it is seeming to be hung up or stuck, please let us know in the support chat or via email ([email protected]).

The "Account Sync" is a process of uploading your current portfolio holdings to Wingman. It will add these holdings as individual opening transactions with an entry date of today. This way it guarantees your positions are up to speed and going forward will match everything up correctly when importing new transactions.

Success screen after your Position CSV gets imported.

6. If that was the only account you wanted to add at this time, you can click "I'm done".

7. You'll then see your imported positions on the Open Positions page. You can review them and regroup Legs into separate Positions if you'd like. On Open Positions, if you see a Position strategy called "Custom" that probably means it grouped too much together and you should separate out the Legs into multiple Positions. Learn how Wingman organizes Positions and how to regroup here.

Uploading historical transactions can be overwhelming, error-prone, and tedious to reconcile, so that's why this process enforces a starting date of today - a clean slate! The drawback of this approach is not being able to see the full magic of Wingman's tracking and having instant to analysis of your previous trading activity. For this reason, if you feel as if 14 days is not long enough to get a feel for if you'd like to sign up, please email [email protected] and he'll be happy to extend your trial.