Wingman Tracker Guide
  • Wingman Tracker Guide
  • API Documentation
  • Getting Started
    • Full Walkthrough Video
    • Adding an Account
      • Charles Schwab Positions CSV Instructions
      • E*TRADE Positions CSV Instructions
      • Fidelity Positions CSV Instructions
      • Interactive Brokers Positions CSV Instructions
      • tastyworks Positions CSV Instructions
      • TD Ameritrade Positions CSV Instructions
    • Regrouping Legs to Different Open Positions
    • Splitting Transactions
  • Wingman Concepts
    • All Metrics & Terms
      • Account (Brokerage)
      • Account Balance (Net Liq.)
      • Amount
      • Annual Expected Range
      • Badge - Expiring Soon
      • Badge - Ready to Close
      • Badge - Uploaded Today
      • Close Date
      • Closed Position
      • Cumulative Return
      • Breakeven
      • Daily Expected Range
      • Daily Return
      • Days in Trade
      • Deposit (Withdrawal)
      • Entry Date
      • Fees
      • Latest Import
      • Latest Transaction
      • Leg
      • Notes
      • Original Cost
      • Original Expiration Date
      • Position
      • Realized P/L
      • Strategy
      • Tag (Position)
      • Transaction
      • Underlying
    • Position Hierarchy (Group Structure)
  • Error Resolutions
    • Wingman Doesn't Accept Trading History
    • Formatting Trade History Columns (TD Ameritrade)
    • "Can't Filter Underlying by CSV"
Powered by GitBook
On this page

Was this helpful?

  1. Getting Started
  2. Adding an Account

TD Ameritrade Positions CSV Instructions

How to retrieve the Positions CSV from thinkorswim.

Previoustastyworks Positions CSV InstructionsNextRegrouping Legs to Different Open Positions

Last updated 5 years ago

Was this helpful?

This may seem like many steps, but should only take 5 minutes. It's a one-time thing just to add your account to Wingman, and then you can set your thinkorswim layout settings back to what you prefer.

Importing transactions day-to-day going forward is another CSV, which has its own instructions. Fortunately that one is much easier to configure - just the defaults!

1. Open thinkorswim Desktop software. The TD Ameritrade website doesn't contain sufficient information to use that CSV.

2. Go to "Monitor" tab — "Activity and Positions"

3. Make sure you're in "New Layout", not Old.

4.

a. Uncheck "Show groups" and make sure "Group symbols by" is None

b. Then click "Spreads..." in that same menu above. Uncheck all of the Spreads in the popup window:

5. "Arrange positions" by "Instrument"

6. Almost there! Click the little gear icon in order to select the columns that are needed to construct your positions in Wingman.

7. Add the required columns in the red box. You can have any additional columns you want and the order doesn't matter. Then select "OK".

8. You made it! Now just "Export to file...". You can save this to any folder you would like on your computer. This is the file you'll upload to Wingman in the account creation form.

This is the popup window for "Spreads..."