# Interactive Brokers Positions CSV Instructions

{% hint style="info" %}
You only use this Positions CSV file once from Interactive Brokers when adding an account. Importing transactions day-to-day going forward is different CSV, which has its own instructions.
{% endhint %}

**1. Open Interactive Brokers in the TWS Classic mode (not Mosaic).**

**2. Click on the "Account" icon at the top (stacked coins)**

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-MAs6Wbir9HBppiAV7Wq%2F-MAs73Lro6RQknaB9NRl%2F1.png?alt=media\&token=b78bbd0c-ebb6-4f60-8cf5-da9a20931a92)

**3. File --> Export Portfolio...**

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-MAs6Wbir9HBppiAV7Wq%2F-MAs7EwI80c8-dh_UxCm%2F2.png?alt=media\&token=af97cc6b-aade-48ad-ba29-6324446fb697)

**4. Save the file to your preferred computer folder. You will then select this file to upload into Wingman, so make sure you see which folder it is saving to.**\
The file name doesn't matter, so feel free to name it anything to help you recognize the correct file when importing to Wingman.

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-MAs6Wbir9HBppiAV7Wq%2F-MAs7Qam2-F6gtC70DHf%2F3.png?alt=media\&token=748a39e6-edaf-4d8d-afee-20179eb719d2)

**5. Head back to Wingman and choose the file to import.**