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Broker guide

Webull trading journal

Connect Webull read-only, or download your order history and drop the file in. Webull US and Webull Canada both connect, as separate connections.

In short

Connect Webull read-only and fills arrive daily, or drop your Webull order-history CSV onto Import & Export. Webull US and Webull Canada connect separately. Either way your filled orders become positions with an equity curve, calendar P&L and your own notes attached, and the journal is free forever.

How do I import Webull trades into a journal?

Connect Webull from Connections, or download your Webull order history as a CSV, open Import & Export in sizeforzero, choose the account, set Exported from to Webull, drop the file and press Import trades. Only filled and partially filled orders become trades.

Connect Webull

  1. In sizeforzero, open Connections.
  2. Choose Webull for a US account, or Webull Canada for a Canadian one. They are separate connections.
  3. Follow the secure connect screen to sign in. Webull may ask for your trade PIN. The link is read-only.
  4. Your fills arrive and then refresh every day.

The CSV path below stays available if you would rather work from a file.

Import a Webull CSV

  1. In Webull, download your order history as a CSV. Webull may email the file to you; its help centre article “Downloading Your Transaction History” has the current steps.
  2. In sizeforzero, open Import & Export.
  3. Choose the account to import into. Pick, or create, one in the currency your Webull account trades in.
  4. Drop the file. Exported from is picked from the file’s columns when sizeforzero can tell; check that it says Webull.
  5. Press Import trades. You are told how many fills landed, how many were skipped as already imported, and anything that needs a second look.

The file is an order list, not a cash ledger: name, symbol, side, status, filled quantity, average price and filled time. Cancelled and pending orders appear in it and are skipped.

Webull Canada: how it differs

Webull Canada is its own connection in sizeforzero, separate from Webull US. Choose Webull Canada on the Connections page and fills refresh daily, read-only, just like the US one.

There is no Webull Canada CSV walkthrough here, because Webull Canada has no CSV preset yet. The Webull import accepts the layouts seen in Webull files, including an international trade-record layout with day-first dates, but for a Canadian account the connection is the route to use.

Canadian accounts keep their own books. Make a journal account for each Webull Canada account, mark its type under Show more (TFSA, RRSP, FHSA, RESP, LIRA, margin or cash), and read CAD and USD side by side.

How a Webull export is read

A Webull order list shows two prices: the limit you set and the average price you were actually filled at. sizeforzero reads the average fill price, because that is what the trade cost you.

A Partially Filled order is a real trade at the quantity that filled, so it counts. Webull also records when you placed an order and when it filled; the filled time is the one that lands on your trade, so your calendar shows the day the position really changed.

If a row is not one Webull usually writes, it is flagged for review with a plain reason instead of being guessed at.

Currency and accounts

A Webull order-list CSV has no currency column, so every trade is booked in the currency of the journal account you import it into. Create the account in the currency your Webull account trades in, and import each file into the matching account.

Positions can be held in USD, CAD, GBP, EUR, AUD, JPY or CHF, and a position’s currency travels with it rather than being flattened into the account’s. Every screen reads per account or across all of them.

What the Webull import leaves out

The standard Webull order list has no commission or fee column, so costs do not come in from it. A layout that carries a Comm/Fee/Tax column is read as fees.

Cancelled and pending orders are skipped. A row that is not clearly a trade is flagged for review rather than guessed at.

Stocks and single-leg options are imported. Multi-leg strategies, futures and crypto are not supported.

sizeforzero never places an order and never moves money. It reads what already happened.

Does sizeforzero sync with Webull automatically?

Yes. Connect Webull from Connections, sign in on the secure connect screen, and fills refresh daily. The link is read-only, and CSV import stays available if you prefer to work from a file.

Does sizeforzero work with Webull Canada?

Yes, as its own connection. Webull Canada is separate from Webull US, so choose Webull Canada on the Connections page. Webull Canada has no CSV preset yet, so use the connection rather than a file for a Canadian account.

Which Webull orders become trades?

Orders with a status of Filled or Partially Filled. Cancelled and pending orders are in the export but are skipped, so the journal holds only what actually executed.

What currency are my Webull CSV trades booked in?

The currency of the journal account you import into, because the Webull order list carries no currency column. Create the account in the currency your Webull account trades in.

Are Webull commissions and fees included?

Not from the standard order list, which has no fee column. If your Webull file carries a Comm/Fee/Tax column, it is read as fees.

Does it handle Webull options?

Yes. Single-leg calls and puts import with strike, expiration and right, whether Webull writes the contract as an OCC-style symbol in the Symbol column or spells it out in the Name column. Multi-leg strategies are not supported.

What about Webull dividends and interest?

A dividend or interest row that carries an amount is recorded as income, not counted as a trade.

Do Webull’s date formats cause trouble?

No. Timestamps that end in a zone such as EST are read into real times, and the day-first dates of Webull’s international trade-record layout are accepted too.

What happens if I import the same Webull file twice?

Nothing is written twice. Every upload is fingerprinted, so a Webull order list you have already imported adds no trades and says so plainly. If a new export overlaps an old one, set the import window to the period you want. Recent imports keep a one-click undo for 24 hours.

Can sizeforzero place trades or move money at Webull?

No. It is a journal, not a broker. The Webull connection is read-only, and sizeforzero never places an order, holds funds or gives investment advice.

What does a Webull trading journal cost?

The Webull connection and the CSV import are both part of the free journal. The journal is free forever: unlimited trades, every account, broker connections, CSV in and out, full analytics, the equity curve and calendar P&L, with no credit card. Pro turns the AI always on after a 30-day free trial. The pricing page has the current plans.

Once the trades are in

More on registered accounts, CAD and USD side by side, and Canadian tax record-keeping on the trading journal for Canadian traders page. Terms like expectancy, R multiple and profit factor each have a plain-English entry in the glossary. The full plan breakdown is on the pricing page.

Keep reading

Bring in your first Webull trades and see the equity curve behind them. Free, no card.

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The fine print

sizeforzero is an independent trading journal. We are not affiliated with, endorsed by, or partnered with Webull Financial LLC or Webull Financial Canada Ltd.. Webull is a trademark of its owner, referenced here only to describe whose account data this journal can read, by CSV or by a read-only connection.

For informational purposes only. Not financial advice. Past performance does not guarantee future results.