> 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/adding-an-account/e-trade-positions-csv-instructions.md).

# E\*TRADE Positions CSV Instructions

How to retrieve the Positions CSV from Charles Schwab.

{% hint style="info" %}
You only use this Positions CSV file from E\*TRADE when adding an account. Importing transactions day-to-day going forward is another CSV, which has its own (very simple) instructions.
{% endhint %}

**1. Go to etrade.com and navigate to the Portfolios page, on the Positions tab (Step 1 in screenshot below).**

**2. Select only one account at a time (Step 2 in screenshot below).**

Make sure you have the columns: "Symbol", "Price Paid $", and "Qty #". It's ok if you have more than that.

**3. Export this to a CSV (Step 3 in screenshot below).** 

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M8QHflPdgE4xl8OPGlW%2F-M8QIubVLgtHoA2hWMrn%2FScreen%20Shot%202020-05-27%20at%2010.50.52%20AM.png?alt=media\&token=76c2efb8-193c-4ef5-8b3f-fd8f7f064f7a)

**4. Choose "Collapsed View" and "All Positions" on this popup window. This is now the file you will upload to Wingman.**\
Remember: You only use this CSV to create the account, as it snapshots your current holdings. The CSV file you will use comes from a different place going forward for transaction activity.

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M8QHflPdgE4xl8OPGlW%2F-M8QKDIHDZLFUfM1fYXb%2Fimage.png?alt=media\&token=b8b3da4c-aa10-431a-b131-e998753b12a9)