---
description: How to retrieve the Positions CSV from tastyworks.
---

# 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**

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M0OunJaIQoU9OwlErj5%2F-M0P-NqO7zaWresvp7FL%2Fimage.png?alt=media\&token=6fae1573-67fd-441a-accd-a817f09ae594)

**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](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M0P-gbSJE1NtDsoQ-4P%2F-M0P-l7BZ1KaKppIgCGz%2Fimage.png?alt=media\&token=bb68db81-857f-415e-b2c7-a0638a70f66a)

![Make sure Trade Price is in the displayed column. Any other columns can be there too.](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M0P-gbSJE1NtDsoQ-4P%2F-M0P-ndE9tIcn2edRuZv%2Fimage.png?alt=media\&token=0089f6b4-457b-443a-91b6-ca08b18415d2)

**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.**

![](https://1795650986-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lg9dbfcyvLDJeTNgFg6%2F-M0P-gbSJE1NtDsoQ-4P%2F-M0P08O-XYw7D5idQP2o%2Fimage.png?alt=media\&token=50e813ca-2c75-41b0-bc3d-732edfb5af1f)
