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Webull

Webull

Sharesight allows you to have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

Note: If you are a Webull Australia customer, please visit our Australia page for steps specific to your region. For Webull US customer, please visit our US page for the SnapTrade integration.

How to import historical trades

You can bulk import your historical buy and sell trades into Sharesight by uploading a spreadsheet.

  1. Log in to your Webull account.

  2. Navigate to Account.

  3. Within the Orders widget, click Settings (three horizontal lines top right).

  4. Select Export Orders.

  5. Confirm delivery email and click Ok.

You should receive the .csv file within 5–10 minutes.

  1. Log in to Sharesight.

  2. Click +Add investments, then Upload via broker, and search for Webull.

  3. Click the Choose a file button.

  4. Select the file.

  5. Click Import.