Webull portfolio tracker
Import your Webull transaction history and track your portfolio with automated tax reports, dividend tracking, and performance analytics.
- Import Webull CSV exports with one click
- Track all your Webull holdings with prices updated throughout the day
- US capital gains reports with short-term and long-term classification
- Wash sale detection across your Webull trades
- Combine Webull with holdings from other brokers in one view
Everything you need
CSV import
Upload your Webull transaction history CSV and have all your trades imported automatically, including buys, sells, and dividends.
Price tracking
Track all your Webull holdings with prices updated throughout the day across NYSE, NASDAQ, and OTC markets.
Tax reports
Generate US capital gains reports with short-term and long-term classification, wash sale detection, and cost basis tracking.
Multi-broker view
Combine your Webull portfolio with holdings from Robinhood, Fidelity, Schwab, and other brokers in one consolidated dashboard.
How it works
Export CSV from Webull
In the Webull app, go to your account and export your transaction history as a CSV file.
Upload to TrackMyShares
Upload the CSV file to TrackMyShares. Your trades, dividends, and other transactions are imported automatically.
Track and report
View your portfolio performance, track dividends, and generate tax reports whenever you need them.
Why track Webull with TrackMyShares?
- Easy one-click CSV import for your entire Webull transaction history
- Full US tax report support with short-term, long-term, and wash sale handling
- Combine Webull with other brokers for a complete portfolio view
- Performance analytics with benchmark comparison and allocation charts
- Free plan available with up to 20 holdings
Frequently asked questions
- How do I export my data from Webull?
- In the Webull app or website, navigate to your account section and look for the option to export or download your transaction history as a CSV file.
- What data is imported from Webull?
- TrackMyShares imports your buy and sell transactions, including the date, quantity, price, and fees. Dividend transactions are also imported when available in the CSV.
- Does it calculate taxes on my Webull trades?
- Yes. TrackMyShares calculates capital gains and losses on your Webull trades with short-term and long-term classification, wash sale detection, and multiple cost basis methods.
- Can I combine Webull with other brokers?
- Yes. You can import from multiple brokers and see all your holdings in one consolidated view. This is useful if you trade on both Webull and another platform like Robinhood or Fidelity.
- Is it free to track my Webull portfolio?
- Yes. The free plan lets you track up to 20 holdings with full price tracking and basic tax reports. Upgrade to Pro for unlimited holdings.
Ready to take control of your portfolio?
Take control of your investments with a portfolio tracker built for investors across US and Australian markets.