Webull

Sharesight allows you to have your ongoing trades automatically synced to your Sharesight portfolio. Keep reading to learn how.

How to connect your Webull account to Sharesight

Note: This integration imports your trade history and ongoing trades. Once

1 - Log into your Webull Account.

2 - Navigate to the Sharesight connection setting page.

a. Click on __Menu__, then __Settings__.

b. Click on 'Manage Brokerage Account'.

c. Scroll to the bottom then click on 'Third Party Integration'.

3 - Read and agree with the disclaimer.

4 - Log In to your Sharesight Account.

5 - Authorise Webull's access to your Sharesight Account.

6 - Choose a portfolio to track.

7 - Choose to sync only future trades or all historical trades.

8 - Your Webull trading account is now connected to Sharesight account.

Note: If you have changed brokers and transferred the holdings to Webull these trades will not be imported into Sharesight, and will need to be added manually.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.