With our straightforward guide, you can easily import your trades from Webull into TradeZella. Follow these steps to ensure your trading data stays accurate and up-to-date.
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Exporting trade data from Webull into a file

• Open the Webull mobile application.
• Click on the Account button or the Webull logo at the bottom of the screen.

• Tap on the HISTORY tab from the upper panel. Ensure you are on the HISTORY tab, not the ORDERS tab.

• Click on Filter to set your export criteria.
• Under Select Time, choose the date range of trades you want to export. Use Webull's default time options or click Custom for a specific date range.
• Ensure the selected date range includes trades you wish to export to avoid export failures

• Under Order Status, slide left to select Fully Filled.
• Click Done to apply the filters.

• To access the Export Orders screen, tap the download symbol (an arrow pointing down) at the top right corner.

• Click Submit to initiate the export process.
• Check your registered Webull account email for the CSV file sent by Webull.

Uploading the exported file into TradeZella

• Go to the TradeZella File Upload page.
• Select the account where you want to upload this file.
• Choose Webull from the broker list.
• Upload the saved CSV file containing your trades.

TradeZella will handle the rest, ensuring your Webull trades are accurately imported.

Common Errors

• Export Limitation: Webull allows trades to be exported into a CSV file only once per day. Perform this export at the end of the trading day to capture all trades effectively.
• Commission/Fees: Webull does not include commissions or fees in their CSV file. TradeZella will reflect Gross P&L (total P&L excluding fees). Manually add commissions and fees in TradeZella or set default commission rules here.
• Supported Regions: TradeZella supports Webull US for trade import. Webull AU and other regions may not allow users to export trade data into a file.
• An example file from Webull is attached below.

Importing your trades from Webull into TradeZella is designed to be user-friendly and efficient. By following these steps, you'll maintain accurate trading records and gain insights to optimize your trading strategies. Happy trading!

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