Wingman Tracker Guide
  • Wingman Tracker Guide
  • API Documentation
  • Getting Started
    • Full Walkthrough Video
    • Adding an Account
      • Charles Schwab Positions CSV Instructions
      • E*TRADE Positions CSV Instructions
      • Fidelity Positions CSV Instructions
      • Interactive Brokers Positions CSV Instructions
      • tastyworks Positions CSV Instructions
      • TD Ameritrade Positions CSV Instructions
    • Regrouping Legs to Different Open Positions
    • Splitting Transactions
  • Wingman Concepts
    • All Metrics & Terms
      • Account (Brokerage)
      • Account Balance (Net Liq.)
      • Amount
      • Annual Expected Range
      • Badge - Expiring Soon
      • Badge - Ready to Close
      • Badge - Uploaded Today
      • Close Date
      • Closed Position
      • Cumulative Return
      • Breakeven
      • Daily Expected Range
      • Daily Return
      • Days in Trade
      • Deposit (Withdrawal)
      • Entry Date
      • Fees
      • Latest Import
      • Latest Transaction
      • Leg
      • Notes
      • Original Cost
      • Original Expiration Date
      • Position
      • Realized P/L
      • Strategy
      • Tag (Position)
      • Transaction
      • Underlying
    • 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. Getting Started

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.

PreviousFull Walkthrough VideoNextCharles Schwab Positions CSV Instructions

Last updated 5 years ago

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1. Go to the and click "Add Account"

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:

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.

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.

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.

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

Links to CSV Instructions:

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 (support@wingmantracker.com).

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 .

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 and he'll be happy to extend your trial.

TD Ameritrade
tastyworks
email
here
ben@wingmantracker.com
My Accounts page
My Accounts page
Page to add an account
Success screen after your Position CSV gets imported.