How can I use Sharesight Portfolio Tracker with Webull?

How to sync Webull trades to Sharesight?

1. Log into your Webull Account

2. Navigate to the Sharesight connection setting page

a. Click on Menu, then Settings

b. Click on Manage Brokerage Account

c. Scroll to the bottom then click on Third Party Integration

3. Read and agree with the disclaimer

4. Log In to your Sharesight Account

5. Authorise Webull's access to your Sharesight Account

6. Choose a portfolio to track

7. Choose to sync only future trades or all historical trades

8. Your Webull trading account is now connected to Sharesight account

How long does it take for my trade records to appear on Sharesight?

If you selected “Sync All Historical Trades”, past trades will appear on Sharesight after a few minutes.

Otherwise, all future trades will be synced to Sharesight once a day at the end of each trading day, with the following scheduled time for each market.

• Australian Market: 17:12 Sydney time

• US Market: 21:00 New York time

• China Market: 16:00 Shanghai time

• Hong Kong Market: 17:00 Hong Kong time

How to unsync your Sharesight account?

1. Setting > Manage Brokerage Account > Third Party Integration

Click on “Disconnect from Sharesight”

Note: New trades on Webull will no longer be shared to Sharesight, however historical records remain with Sharesight.

What type of records will be synced to Sharesight?

Only trade records will be synced to Sharesight.

The following records will NOT be automatically synchronised:

• Dividend records

• Interest records

• Free shares

• Stock transfer records

Which financial products will be synced to Sharesight?

The following products’ trade records will be synced to Sharesight:

- Australian Stocks, ETFs, REITs, and Warrants.

- US Stocks and ETFs

- Hong Kong Stocks and ETFs

- Smart Portfolio

- DIY Portfolio

- Cryptocurrency

The following trade records will NOT be automatically synchronised:

- Cash Management

And the instruments listed here.

For those instruments not synchronised automatically, you can manually add them to Sharesight.

Why don't some cryptocurrency symbols appear on Sharesight?

Syncing cryptocurrency to Sharesight can take 1–2 days. Note that some crypto symbols aren't supported on Sharesight's platform.