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Track your Webull trades with Sharesight

by Stephanie Stefanovic, Content Manager, Sharesight | Sep 26th 2023

If you trade via Webull, you can automatically import your trading data to Sharesight, making it easier than ever to track the performance of your investment portfolio. With support for more than 200 leading global brokers, plus automatically updated price and dividend information on over 240,000 stocks, ETFs and funds, Sharesight is the ultimate tool to track the performance of all of your investments in one place. Keep reading to learn more.

Track Webull trades with Sharesight

Who is Webull?

Founded in 2017, Webull is a US-based stockbroker with a digital trading platform. Webull offers commission-free and low-cost trades in assets such as stocks, ETFs, options, margins and crypto. The platform is available to investors in various countries worldwide, such as the US, Hong Kong, China, Singapore, South Africa, Japan, Australia and the UK. Key features include the ability to earn interest on uninvested funds and research tools such as charting, a stock screener, analyst ratings and company news.

Why you should track your Webull trades with Sharesight

By importing your Webull trades to Sharesight, you can easily track your investment performance across different brokers, asset classes and markets. You will also gain access to Sharesight’s automatic dividend tracking, plus advanced performance and tax reporting tools designed for self-directed investors.

Importantly, Sharesight takes into account the impact of capital gains, dividends, brokerage fees and currency fluctuations when calculating returns – giving you the complete picture of your portfolio’s performance. Sharesight also offers a range of powerful reports including performance, portfolio diversity, contribution analysis, multi-currency valuation, multi-period and future income (upcoming dividends). The ability to track cash accounts, property and even cryptocurrency is just another reason you should consider using Sharesight to track your investment portfolio.

Track your dividend income

Unlike other portfolio trackers, Sharesight automatically tracks dividend and distribution income (including franked dividends and dividend reinvestment plans) and takes this into account when calculating your investment return. In the screenshot below for example, dividends make a significant contribution to this stock’s returns, highlighting the value of a portfolio tracking solution that includes more than just capital gains in its performance calculations.

US dividend stock tracked in Sharesight

How to import your Webull trades to Sharesight

Sharesight allows you to import your historical and ongoing trades through the trade confirmation emails feature, or you can choose to manually import your historical trades by uploading a spreadsheet file.

Import historical trades via spreadsheet

The simplest way to import historical trades to Sharesight is by uploading a spreadsheet file filled with trades from your trading account. This is especially useful if you need to import a large number of trades. All you need to do is select Brokers at the top of the page, search for Webull and upload your file.

Import historical trades from Webull to Sharesight

Import ongoing trades via trade confirmation emails

Sharesight’s trade confirmation emails feature is an effortless way to import historical and ongoing trades to a Sharesight portfolio. By simply having your broker’s trade confirmations forwarded to your unique Sharesight email address, all of your trades are synced to your portfolio, inclusive of corporate actions such as dividends, mergers and stock splits, with no effort on your part.

Start tracking your Webull trades with Sharesight

Thousands of investors like you are already using Sharesight to manage their investment portfolios. What are you waiting for? Sign up and:

Sign up for a FREE Sharesight account and get started tracking your investment performance (and tax) today.

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