# Wingman Tracker Guide

## Wingman Tracker Guide

- [Wingman Tracker Guide](https://docs.wingmantracker.com/master.md): Documentation to help you feel confident using Wingman Tracker.
- [API Documentation](https://docs.wingmantracker.com/api-documentation.md)
- [Full Walkthrough Video](https://docs.wingmantracker.com/getting-started/full-walkthrough-video.md): Page by page, learn how to use Wingman. Grab a cup of coffee and make it full screen.
- [Adding an Account](https://docs.wingmantracker.com/getting-started/adding-an-account.md): Instructions to add a brokerage account into Wingman. This will sync your current holdings and create the Account for future importing, so that you can keep each brokerage account separated.
- [Charles Schwab Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/charles-schwab-positions-csv-instructions.md): How to retrieve the Positions CSV from Charles Schwab.
- [E\*TRADE Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/e-trade-positions-csv-instructions.md): How to retrieve the Positions CSV from Charles Schwab.
- [Fidelity Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/fidelity-positions-csv-instructions.md): How to retrieve the Positions CSV from Fidelity.
- [Interactive Brokers Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/interactive-brokers-positions-csv-instructions.md)
- [tastyworks Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/tastyworks-positions-csv-instructions.md): How to retrieve the Positions CSV from tastyworks.
- [TD Ameritrade Positions CSV Instructions](https://docs.wingmantracker.com/getting-started/adding-an-account/td-ameritrade-positions-csv-instructions.md): How to retrieve the Positions CSV from thinkorswim.
- [Regrouping Legs to Different Open Positions](https://docs.wingmantracker.com/getting-started/regrouping-legs-to-different-open-positions.md): Did Wingman not group your Legs or Transactions into the Positions you want? Here's how to customize your grouping.
- [Splitting Transactions](https://docs.wingmantracker.com/getting-started/splitting-transactions.md)
- [All Metrics & Terms](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms.md)
- [Account (Brokerage)](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/account-brokerage.md)
- [Account Balance (Net Liq.)](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/account-balance-net-liq..md)
- [Amount](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/amount.md)
- [Annual Expected Range](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/annual-expected-range.md)
- [Badge - Expiring Soon](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/badge-expiring-soon.md)
- [Badge - Ready to Close](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/badge-ready-to-close.md)
- [Badge - Uploaded Today](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/badge-uploaded-today.md)
- [Close Date](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/close-date.md)
- [Closed Position](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/closed-position.md)
- [Cumulative Return](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/cumulative-return.md)
- [Breakeven](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/current-basis.md)
- [Daily Expected Range](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/daily-expected-range.md)
- [Daily Return](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/daily-return.md)
- [Days in Trade](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/days-in-trade.md)
- [Deposit (Withdrawal)](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/deposit-withdrawal.md)
- [Entry Date](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/entry-date.md)
- [Fees](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/fees.md)
- [Latest Import](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/latest-import.md)
- [Latest Transaction](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/latest-transaction.md)
- [Leg](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/leg.md)
- [Notes](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/notes.md)
- [Original Cost](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/original-cost.md)
- [Original Expiration Date](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/original-expiration-date.md)
- [Position](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/position.md)
- [Realized P/L](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/realized-p-l.md)
- [Strategy](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/strategy.md)
- [Tag (Position)](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/tag-position.md)
- [Transaction](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/transaction.md)
- [Underlying](https://docs.wingmantracker.com/wingman-concepts/all-metrics-and-terms/underlying.md)
- [Position Hierarchy (Group Structure)](https://docs.wingmantracker.com/wingman-concepts/position-hierarchy-group-structure.md)
- [Wingman Doesn't Accept Trading History](https://docs.wingmantracker.com/error-resolutions/wingman-doesnt-accept-trading-history.md): Here's why! Hint: starting today is a way better experience (for you, and us).
- [Formatting Trade History Columns (TD Ameritrade)](https://docs.wingmantracker.com/error-resolutions/formatting-trade-history-columns-td-ameritrade.md)
- ["Can't Filter Underlying by CSV"](https://docs.wingmantracker.com/error-resolutions/cant-filter-underlying-by-csv.md): You may (accidentally) be filtering Account Statement tab in thinkorswim on a specific underlying, which doesn't play nicely with Wingman. Here's the quick fix: