Regrouping Transactions to Different Positions
Did Wingman not group your Transactions into the Positions you want? Here's how to customize your grouping.
- Expand a Position to see its Legs.
- Expand a Leg to see its Transactions
- Find the transaction you wish to move, then click on Actions > Move Transaction into Existing Position.
- Click Here on the position you wish to move that transaction to.
- 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.