Interactive Brokers Positions CSV Instructions

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.

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

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

3. File --> Export Portfolio...

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.

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