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"
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  1. Wingman Concepts
  2. All Metrics & Terms

Account (Brokerage)

PreviousAll Metrics & TermsNextAccount Balance (Net Liq.)

Last updated 5 years ago

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Your brokerage accounts serve as the highest level bucket of . It directly maps to the individual accounts you have on your chosen brokerages. For example, a Margin account on TD Ameritrade would count as one, and your parent's IRA on TD Ameritrade counts as another.

At the moment, it does not actually connect with your real brokerage account, but is the identifier and organizer for your uploaded transactions. This way, no Transactions can become part of in other accounts. And there is no technological link between Wingman and your brokerage accounts.

You can add as many accounts as you'd like.

To create an account, go to the page and click "Add Account".

More information about the My Accounts page can be found here.

Transactions
Positions
My Accounts