Integration guide
How to Connect Webull to OpenFolio (Australia)
Webull's Australia OpenAPI is now live, giving Australian investors a way to connect their Webull brokerage account to portfolio tools like OpenFolio. This guide covers getting API access and importing Webull trades so holdings, dividends and capital gains are tracked with Australian tax built in.
Two ways to bring Webull into OpenFolio
There are two practical paths. The first is Webull CSV import, which is available in OpenFolio today. The second is direct API sync through Webull OpenAPI, which is rolling out in OpenFolio now; join the beta if you want to be included as access expands.
CSV is the fastest way to get your trade history into OpenFolio right now. API access is useful if you want ongoing position and order-history sync without repeating exports, but OpenFolio's direct Webull API connection is still in development.
Option 1: Import your Webull CSV (available today)
CSV import is the current production path for Webull users. It works well for bringing filled trades, fees and currencies into your OpenFolio portfolio record.
- Export your trade history CSV from the Webull app or Webull desktop.
- In OpenFolio, go to Portfolio, then Shares, then Import trade CSV.
- Select Webull as the broker.
- Upload the CSV file.
- Review the parsed preview and confirm the import.
Once imported, OpenFolio handles cost bases, corporate actions such as splits, and matching sells to buys for Australian CGT reporting. That means your Webull ASX and US trades can sit beside your other brokers in one tax-aware portfolio view.
Option 2: Get Webull OpenAPI access (individual application)
Webull Australia lets individual users apply for OpenAPI access. Approval is handled by Webull, and the exact menu labels can change, but the current flow is:
- Log in at webull.com.au, or register and open an account.
- Open the Developer Tool from the avatar menu.
- Go to API Management, then My Application, and submit an application. This includes a short client questionnaire.
- Wait 1-2 business days for approval. Webull will send an email when the application is approved.
- Once approved, go to API Management, then API Keys Management, name your application, and click Generate Key. This requires SMS verification and your transaction password.
- You will receive your App Key and App Secret. The App Secret is shown once, so store it securely.
- Set your access controls: enable 2FA verification on the key, and optionally add an IP whitelist.
Choosing your API permissions
Reading positions and order history requires the Trading permission scope. Market Data alone only covers quotes. That means the key is technically trade-capable, so treat the App Secret like a password: keep it private, enable 2FA verification, and use an IP whitelist where practical.
OpenFolio uses the Webull API strictly read-only and never places orders. The goal is portfolio tracking, dividend records, order-history import and CGT reporting, not trade execution.
Connecting to OpenFolio (beta)
Direct Webull API sync is in active development for OpenFolio. When it is live, you will paste your App Key and App Secret into OpenFolio Settings or Connections, choose the Australia region, and OpenFolio will sync positions and order history automatically.
The connection will be read-only, and credentials will be encrypted at rest. CSV import works today while direct sync rolls out, so you do not need to wait for the beta to start tracking Webull trades in OpenFolio.
Is it safe?
OpenFolio designs broker connections for read-only portfolio tracking. API keys are stored encrypted, can be revoked in Webull at any time, and Webull supports extra controls such as 2FA verification and IP whitelisting. OpenFolio does not execute orders through your Webull account.
Because Webull's position and order-history access uses the Trading permission scope, you should still protect the App Secret carefully and remove access if you no longer use the integration.
General information only
Common questions
Does Webull API cost anything?
Webull OpenAPI application is free for individual users. Approval usually takes 1-2 business days after you submit the application in the Developer Tool.
Can I track both ASX and US Webull holdings?
Yes. OpenFolio can track both ASX and US Webull holdings, including currency-aware trade records, holdings, dividends and Australian CGT calculations.
Will OpenFolio place trades?
No. OpenFolio uses the connection read-only for portfolio tracking and tax records. It never places orders in your Webull account.
What if I don't want the API?
Use CSV import today. Export your Webull trade history, upload it through OpenFolio's Webull CSV importer, and you can still track holdings, dividends and CGT without connecting an API key.
Early access
Track Webull beside the rest of your portfolio.
OpenFolio keeps Webull trades, dividends, holdings and CGT records in one Australian portfolio dashboard.