Import guide

How to export Webull trades to CSV

Download your trade history first, then upload the CSV to OpenFolio for portfolio and tax record keeping.

TradesFeesCurrencies

Export

How to export Webull trades to CSV

  1. Log in to your Webull account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a CSV file.

Steps are a guide; exact menu labels may change. Check Webull's current help docs if a label has moved.

OpenFolio

Import the file into OpenFolio

After you upload the Webull file, OpenFolio rebuilds trade parcels, estimates Australian CGT, and keeps dividends and franking records beside your holdings. Learn more about the Australian CGT calculator.

Import

Upload and review

  1. Sign in to OpenFolio.
  2. Go to Portfolio, then Shares.
  3. Choose Import trade CSV.
  4. Select Webull.
  5. Upload the file.
  6. Review the parsed preview and confirm the import.

Related guides: Australian CGT calculator and portfolio tracker Australia.

Questions

Common Webull import questions.

How do I export Webull data for OpenFolio?

Follow the export steps above: Log in to your Webull account portal, Open the transaction, activity, orders or reports area and Select the account or wallet you want to export. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.

What Webull data can I import?

OpenFolio imports trades, fees and currencies from the Webull file you upload. The parsed preview lets you review the records before confirming the import.

Can I import historical Webull records?

Yes, when the Webull export flow lets you choose a date range, OpenFolio imports the historical records included in the file you upload.

Can OpenFolio estimate CGT from Webull trades?

Yes. OpenFolio can estimate Australian CGT from the Webull trades and fees in the file you upload. Review the result against your source records before lodging.

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Browse all import guides across brokers, banks, crypto, registries and super funds.

OpenFolio

Turn imported records into a complete portfolio view.

Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.

View demo