tastyworks Positions CSV Instructions

How to retrieve the Positions CSV from tastyworks.

This is a one-time process/configuration just to add your account, and then you can set your platform settings back to what you prefer. You only use this Positions CSV file from tastyworks when adding an account. Importing transactions day-to-day going forward is another CSV, which has its own (very simple) instructions.

1. Open tastyworks Desktop software, not the website (as the web CSV is a different format).

2. Go to "Positions" tab

3. Click the gear icon to edit columns. Make sure the "Trade Price" column is in the "Displayed" section on the left.

You can have any other columns you want in any order. This example just shows Trade Price on its own.

Click the gear icon
Make sure Trade Price is in the displayed column. Any other columns can be there too.

4. Export by clicking the "CSV" button and save to any folder on your computer. This is what you will upload to Wingman to add the account.

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