Does Webull integrate with any portfolio tracking platform?

Yes, Webull partners with Sharesight and Navexa to simplify your portfolio tracking and tax reporting experience.

Option 1: CSV file upload (Sharesight and Navexa)

You can download your trading records as a .csv file in the Webull app and upload the file to their platforms.

1. Log into Your Webull Account via mobile app

2. Go to Assets then swipe left to History

3. Click on the Export icon in the top right corner

4. Enter Your Email Address

5. Check your email for the trade record file

CSV downloads are limited to the past 24 months of trading history. For transaction records older than this period, please contact our support team for assistance.

Option 2: API connection (Sharesight only)

Connecting your Webull account to Sharesight is straightforward. Follow these simple steps:

1. Your Webull Account via mobile app

2. Go to Menu > Settings > Account Management and scroll to the bottom and click on Third Party Integration

3. Log Into Your Sharesight Account

4. Authorise Webull's Access

5. Select Your Portfolio

6. Once connected, your Webull trading account's trade information will automatically sync with Sharesight daily.

The available products include Australian Stocks, US Stocks, HK Stocks and Cryptocurrency.