Regrouping Transactions to Different Positions

Did Wingman not group your Transactions into the Positions you want? Here's how to customize your grouping.

  1. Expand a Position to see its Legs.
  2. Expand a Leg to see its Transactions
  3. Find the transaction you wish to move, then click on Actions > Move Transaction into Existing Position.

  4. Click Here on the position you wish to move that transaction to.

  5. The transaction will now be moved. If you want to group it into a new or existing leg within the new position, refer to the Regrouping Legs to Different Positions article.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us