How to Import Trades from Webull Instructions to TradesViz Step-by-Step Guide

Quick Start

To import your file from Webull Instructions, visit https://tradesviz.com/import/.

Use the first dropdown to choose your trading account and the second dropdown to choose Webull Instructions.

You can also open Import/Export from your profile menu in the top-right corner.

Broker-Specific Instructions

Webull Instructions

Currently Supported:

• Stocks
• Stock Options
• Futures

Note: You can automatically sync your trades by connecting directly with Webull! Learn more: https://tradesviz.com/blog/auto-import-webull/

1. Go to your Account page in the Webull app. [OR] Navigate to My account > Trade > Export
2. Click on the download/export symbol on the top right corner and then click submit.
3. Now check your Webull registered email - you will now receive a CSV file via email from Webull.
4. Download this CSV file and upload it to TradesViz by clicking on the "Choose File" box in this page.

Alternative instructions for Webull Australian Clients:

1. Log into your Webull app
2. Swipe to the 'Document tab' (on the top navigation bar) to view your account statements and trade confirmations
3. Upload the .XLSX file by clicking on the "Choose File" box in this page

Troubleshooting

• Follow the exact export format shown below for your broker.
• If import fails, re-export a fresh file and try again.
• Ensure required columns are present and headers are unchanged.

Need Help?

Email support@tradesviz.com with your broker/platform details and a sample file attachment.

If your broker is not listed in our supported brokers list, send us the broker name,

website, and CSV/XLS/TXT export format so we can add support faster.

FAQ

Why does my import fail?

Most import failures happen due to changed export format, missing columns, or custom-edited files.

Can I import only a date range?

Yes. Export the date range you want from your broker and import that file into TradesViz.

What should I send support?

Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.

Updated on: 18/05/2026