tastyworks Positions CSV Instructions

1. Open tastyworks Desktop software, not the website (as the web CSV is a different format).

2. Go to "Positions" tab

3. Click the gear icon to edit columns. Make sure the "Trade Price" column is in the "Displayed" section on the left.
You can have any other columns you want in any order.This example just shows Trade Price on its own.

4. Export by clicking the "CSV" button and save to any folder on your computer. This is what you will upload to Wingman to add the account.