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Webull CSV Import Guide

Learn how to import your Webull trading data via CSV into Pocket Portfolio for seamless portfolio tracking.

Sovereign import — parse your Webull CSV in the Terminal.
On-device parsing. No uploads. Keep your ledger local.

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About Webull

Advanced trading platform

Required CSV Columns

Your Webull CSV export must include these columns:

  • Date
  • Symbol
  • Side
  • Quantity
  • Price
  • Amount

Sample CSV Format

Date,Symbol,Side,Quantity,Price,Amount
2024-01-01,AAPL,BUY,10,150.00,1500.00

Step-by-Step Import Guide

Step 1: Export Your Data

Log into your Webull account and navigate to the export or account statement section. Download your trading history or account statement as a CSV file.

Step 2: Verify Required Columns

Ensure your CSV contains the required columns listed above. If any columns are missing or named differently, you may need to rename them or export a different report from Webull.

Step 3: Sign In to Pocket Portfolio

Sign in to Pocket Portfolio using your Google account to access the CSV import feature. No registration required - just click "Sign in with Google".

Step 4: Upload Your CSV

Navigate to the dashboard and use the "Import CSV" feature to upload your exported data. Pocket Portfolio will automatically detect the Webull format and map the columns.

Step 5: Verify Import

Review your imported trades and positions to ensure everything looks correct. You can edit or delete individual trades if needed.

Tips & Troubleshooting

  • Export detailed transaction history
  • Include all order types and fees
  • Ensure proper date formatting

Ready to Import Your Webull Data?

Sign in to Pocket Portfolio and import your Webull trading data in minutes.

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