Open Interactive Brokers' Trader Workstation software.
If you are using the Mosaic interface (rather than the Classic interface), click New window. Type classic, then click Classic TWS. The Classic TWS interface will open
Click on the Account icon at the top (stacked coins). The Account window will open.
Click File > Export Portfolio
Save the file to your preferred computer folder. You will then select this file to upload into Wingman, so make sure you see which folder it is saving to. The file name doesn't matter, so feel free to name it anything to help you recognize the correct file when importing to Wingman.
Head back to Wingman and choose the file to import.
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