> 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/tastyworks-positions-csv-instructions.md).

# tastyworks Positions CSV Instructions

{% hint style="info" %}
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.
{% endhint %}

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

**2. Go to "Positions" tab**

![](/files/-M0P-NqO7zaWresvp7FL)

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

{% hint style="info" %}
You can have any other columns you want in any order. This example just shows Trade Price on its own.
{% endhint %}

![Click the gear icon](/files/-M0P-l7BZ1KaKppIgCGz)

![Make sure Trade Price is in the displayed column. Any other columns can be there too.](/files/-M0P-ndE9tIcn2edRuZv)

**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.**

![](/files/-M0P08O-XYw7D5idQP2o)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.wingmantracker.com/getting-started/adding-an-account/tastyworks-positions-csv-instructions.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.