Webull offers multiple ways to access your data. For the fastest and most reliable export, we recommend using their desktop or web application rather than waiting for an email from the mobile app.

Using the Web Application (Recommended)

1. Go to app.webull.com and log into your account.
2. Navigate to My Account -> Trade History.
3. Ensure you have selected the Filled Orders view.
4. Use the filter controls to select your desired date range.
5. Click the Download button to instantly generate and save your CSV file.

Importing to Trandence

1. Open Trandence and navigate to the Trades page.
2. Click the Import Trades button in the top right corner and select Upload CSV.
3. Choose Webull and match your CSV’s timezone.
4. Upload your saved file.
5. Important: On the Review screen, use the Batch Tags field to assign a custom tag (e.g., “Webull Cash”). This is crucial if you track multiple brokerage accounts within Trandence.
6. Click Import & Review Summary to finish.

📎 Download a sample Webull CSV file to see the expected format.

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Need Help?

If your file fails to upload, or if the broker has recently updated their export format, please reach out to us at help@trandence.com. We’ll help you get your data synced smoothly!