Trandence

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.

  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.

Import To Trandence

  1. Open Trandence and go to the Trades page.
  2. Click Import Trades and select Upload CSV/TXT.
  3. Choose Webull as the broker.
  4. Set CSV Timezone to the timezone used by the broker export. For most US equities workflows, this is America/New_York.
  5. Optionally apply an import preset if you use saved defaults for this account.
  6. Select or drop the exported CSV file.
  7. Review the parsed trades before saving. Confirm symbols, side, open/close times, quantity, prices, commissions, and the session date range.
  8. Use Batch Tags to label the import, for example Webull Cash or Webull Margin.
  9. Click Import & Review Summary to save the import and open the post-import summary.

For the full import workflow, including presets, preview validation, multi-session progress, and conflict review, see Importing Trades.

What Trandence Reads

Trandence reads filled Webull order rows with Symbol, Side, Filled, Avg Price, and Filled Time. Only filled executions should be included in the export.

Trandence keeps supported US equity symbols, including common share-class formats such as BRK.A and BRK.B, and organizes the imported executions into completed trades for review.

Conflict Handling

If imported rows overlap with trades already in Trandence, use Review Conflicts to compare them before saving. The safest default is Keep Existing, which preserves the trade already in your account.

If you need to replace existing data, delete or correct the existing trades first, then import the file again intentionally. You can review completed imports from Import History.

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

Need Help?

If your file cannot be uploaded, or if the broker has recently changed its export format, contact us at [email protected]. We will help you get the data imported smoothly.