# 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:


---

# 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, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on a page URL with the `ask` query parameter:
```
GET https://docs.wingmantracker.com/master.md?ask=<question>
```
The question should be specific, self-contained, and written in natural language.
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.