tastyworks Trades CSV Instructions

Follow these steps to download your trades CSV file from tasty works and import into Wingman.

  1. Open the tastyworks Desktop platform (not the website).
  2. Click on the History tab.
  3. Make sure transactions is selected.
  4. Choose the account you want to import.
  5. Select the date range of transactions you want to import. Note: The earliest date allowed is the day you added the account to Wingman.
  6. Click the CSV icon and save the file to your computer.
  7. 🎉 Upload your file to its respective account at the top of the Import Trades page.
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