Regrouping Legs to Different Open Positions

Did Wingman not group your Legs or Transactions into the Positions you want? Here's how to customize your grouping.

Before you learn how to regroup, you should feel comfortable with how the Positions are organized in Wingman.

The reason to regroup is because you want certain Legs/Transactions to belong to a different Position and contribute towards that Position's metrics, such as P/L and cost basis (breakeven). Ex: Moving a naked short call to a Covered Call or Stock Position.

1. Expand Positions to the Leg or Transaction level. For the Leg/Transaction you want to move, click the blue arrow icon on the right.

The blue arrow icon for a Leg (same for a Transaction, which is nested under a Leg)

2. Positions that are in the same account and the same Underlying are considered "Eligible" to move to and will show a "HERE" button. Click the blue "HERE" button for the Position that you want to move the Leg/Transaction to.

3. Notice the Leg/Transaction now in the target Position and updated metrics for both the target Position and the previous Position it moved from. If you don't see the previous Position, that's because you moved the last Leg out of it and it auto-deleted.