Webull
Sharesight allows you to have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.
How to connect your Webull account to Sharesight
Note: This integration imports your trade history and ongoing trades. Once
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.
Note: If you have changed brokers and transferred the holdings to Webull these trades will not be imported into Sharesight, and will need to be added manually.
Now that you have populated your portfolio we recommend you:
1 - Review the trades imported:
a – Handle any negative holdings - Holdings with less buy trades than sell trades (occurs when you have transferred stocks from another broker).
b - Check fractional share trades for rounding differences.
c - Exchange rates are generated by Sharesight using the end of day exchange rate. These can be edited within the trade.
d - Handle any non automated corporate actions such as mergers etc.
2 - Verify and confirm automatically generated data (dividends and corporate actions).
3 - Share access to your portfolio with your accountant.