How to import trades from Webull Instructions to TradesViz trading journal?
To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as Webull Instructions in the second dropdown.
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/
Go to your Account page in the Webull app.
Click on the download/export symbol on the top right corner and then click submit.
Now check your Webull registered email - you will now receive a CSV file via email from Webull.
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:
Log into your Webull app
Swipe to the 'Document tab' (on the top navigation bar) to view your account statements and trade confirmations
Upload the .XLSX file by clicking on the "Choose File" box in this page
Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.
If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.
Updated on: 17/02/2025
Thank you!