Integration guide

Import your Webull data into OpenFolio

Import Webull trade records including filled quantities, prices, fees and currencies.

TradesFeesCurrencies

Export

How to export your data from Webull

  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.

Import

How to import it into OpenFolio

  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.

Once imported, OpenFolio turns your Webull data into Australian CGT tax reports and share portfolio tracking.

Other integrations

More platforms in the same category.

MooMoo

Import MooMoo trade history and position exports for share and ETF tracking in AUD.

Stake

Import Stake trade CSV exports for US share and ETF portfolio tracking.

CommSec

Import CommSec CDIA contract-note style CSV rows for ASX trade tracking.

Browse all supported integrations 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