> 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/interactive-brokers-positions-csv-instructions.md).

# 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)**

![](/files/-MAs73Lro6RQknaB9NRl)

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

![](/files/-MAs7EwI80c8-dh_UxCm)

**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.

![](/files/-MAs7Qam2-F6gtC70DHf)

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


---

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