Webull

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

How to import historical trades

Note: These steps are for Webull customers outside of Australia.

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

1. Login 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.

6. Login to Sharesight.

7. On the Get your investments into Sharesight page, select the Search for your broker tile, search Webull

8. Click the Choose a file button.

9. Select the file.

10. Click import.

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