Automatically track your Webull trades with Sharesight

Sharesight and Webull Australia have partnered to make it even easier for Australian investors to track their investments in Sharesight. By connecting their Webull account to Sharesight, investors can automatically sync their trading data to a Sharesight portfolio, allowing them to take advantage of Sharesight’s award-winning performance, dividend tracking and tax reporting. To learn more about the benefits of connecting Sharesight and Webull, keep reading.

Who is Webull?

Webull is an award-winning CHESS-sponsored broker. It is a low-cost platform offering access to the Australian, US, Hong Kong and China-A share markets.

Webull is known for its zero-commission ETF trading and powerful trading tools. The platform is packed with advanced charting tools, professional data and research features to help active traders implement trading strategies swiftly.

The platform is available to investors in 15 regions worldwide, such as the United States, the United Kingdom, Australia, Canada, Hong Kong and Singapore, and is continuing to expand.

Webull has partnered with Sharesight to make your performance and tax reporting much more efficient.

Key features of Webull

Webull Australia offers a comprehensive suite of investment products and services designed to meet the diverse needs of Australian investors:

• Zero-commission ETF Trading – Trade ETFs without brokerage fees, making it cost-effective to build diversified portfolios.
• US options trading – Access sophisticated options strategies on US markets with competitive pricing and advanced trading tools to help you manage risk and enhance returns.
• Auto investing – Set up automated investment plans to regularly invest in your favourite shares and ETFs, making it easier to build wealth consistently over time.
• DIY portfolio – Create and manage your own diversified investment portfolio with access to thousands of shares and ETFs across multiple markets, giving you complete control over your investment strategy.
• SMSF accounts – Specialised Self-Managed Super Fund (SMSF) accounts that allow you to take control of your superannuation investments whilst maintaining compliance with Australian regulatory requirements.
• Trust accounts – Flexible account structures for family trusts, unit trusts, and other investment entities, providing tax-efficient investment solutions for more complex financial arrangements.
• Multi-market access – Trade across Australian, US, Hong Kong, and China-A share markets from a single platform, providing global investment opportunities.
• Advanced charting and research – Professional-grade analytical tools, real-time data, and comprehensive research features to support informed investment decisions.

These features, combined with Webull's integration with Sharesight, provide Australian investors with a powerful and streamlined investment experience.

Why has Webull integrated with Sharesight?

The integration comes just in time for the upcoming tax season, addressing one of the most challenging aspects of investing for Australian traders – meeting the country's comprehensive tax reporting requirements for capital gains, dividends and foreign income.

"At Webull Australia, we're committed to removing barriers that prevent investors from maximising their potential in the markets," says Rob Talevski, CEO of Webull Australia.

Unlike other platforms, Webull Australia offers a dual solution by combining the Sharesight integration with a proprietary End of Financial Year (EOFY) statement specifically designed to simplify ATO reporting.

Why investors should connect Sharesight and Webull

By linking their Webull Australia account to Sharesight’s portfolio tracker, investors can automatically sync their trading data to Sharesight. This gives them the full picture of their portfolio’s performance, including dividends and foreign currency impacts, plus access to powerful reporting tools that provide deep performance insights and help save time and money at tax time.

“The integration between Sharesight and Webull creates a seamless portfolio tracking solution for investors, combining powerful performance insights with the convenience of automatic data syncing and tax-ready reports,” says Sharesight CEO, Doug Morris.

“It’s about giving investors greater transparency into how their portfolio is performing, so they can invest with more confidence and make smarter decisions.”

How to connect Sharesight and Webull

Sharesight allows you to have your ongoing trades automatically synced directly to your Sharesight portfolio. To set this up, simply:

1. Log into your Webull Account

2. Navigate to the Sharesight connection setting page

3. Click on Menu, then Settings

4. Click on Manage Brokerage Account

5. Scroll to the bottom and click Third Party Integration

6. Read and agree with the disclaimer

7. Log in to your Sharesight Account

8. Authorise Webull's access to your Sharesight account

9. Choose a portfolio to track

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

11. Your Webull trading account is now connected to your Sharesight account.

Get started with Sharesight and Webull

If you’re not already using Webull, click here to sign up and make your first 20 trades commission-free. Or if you’re a Webull customer who would like to get started with Sharesight, simply sign up for a free account to start tracking your investment performance and tax, plus gain access to our advanced reporting tools.