How to export your trades from Webull

In this article, we provide a step-by-step guide on how to export your trades from Webull.

MOBILE APP

1. Go to Webull Mobile App.
2. Navigate to Webull icon-History-Export Orders-Submit. Then the file will be sent to your email address shortly.
3. Upload the exported file in the upload box.

DESKTOP APP

1. Go to Webull Desktop App.
2. Navigate to "Account" (from wallet icon..
3. Click "Orders" at the "Banking | Positions | Orders" window
4. Right click the top of that window and click "Export Orders"
5. Confirm your email address and the file will be sent there shortly.
6. Upload the exported file in the upload box.

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements. Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.