Webull Canada portfolio tracker

Your Webull Canada account in Canadian dollars, with the return, the capital gains and the US withholding sorted.

Connect Webull Canada read only, or upload your transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

CA Est. 2023 CIRO CIPF

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Webull Canada does well

What people like about Webull Canada, and why they stay.

Commission-free stocks and ETFs for Canadian investors.

Registered account support (TFSA, RRSP) for tax-advantaged investing.

Charting with 50+ technical indicators.

CAD and USD trading with multi-currency account.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The Webull Canada account shows the account in CAD, not the combined result with holdings elsewhere.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Webull Canada statements cover Stocks, ETFs and Options in CAD and USD for Cash and RRSP. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

Webull Canada keeps Cash and RRSP among its 4 account types with Stocks and Options among 3 asset types in CAD and USD. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your Webull Canada data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

See your return between two dates

Webull Canada users often trade US shares and options while viewing results from Canada.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

See option positions with Greeks and expiries

A Webull Canada history can build many lots through repeated entries in the same stock.

The options dashboard totals profit and loss, premium, theta and delta. It also places open expiries on a timeline.

Open the options dashboard

Options dashboard with profit and loss, Greeks and expiries — Open contracts, premium, theta, delta and expiries in one view.

See how each sale changes your tax

Webull Canada investors apply Canadian tax rules to activity on both sides of the border.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

What Webull Canada gives you, and what is added here

Area	Webull Canada	With AllInvestView
Performance Analytics	The broker tools include basic P&L display per position.	The dashboard calculates XIRR and return between chosen dates.
Canadian Tax Reporting	The broker tools include basic annual statements.	The tax report keeps CAD values and cost-basis choices together.
Registered Accounts	The broker tools include TFSA and RRSP support.	Registered accounts can be combined or viewed separately.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Dividend Tracking	Dividend entries stay in the account history.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.

Where you file

For investors filing in Canada

TFSA, RRSP and a taxable account can sit as separate portfolios and still add up to one number.

Canadian dollars as your base, with US holdings converted at the rate of the day

Canadian capital gains rules, including the superficial loss window

Withholding on US dividends recorded per payment

Bond pricing against the Government of Canada curve

Getting started

Getting your Webull Canada history in

Export from Webull Canada

Open More > Statements & History > Export in Webull Canada. Download the trading activity and upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

About Webull Canada

CA • Est. 2023 • Regulated by CIRO, CIPF

Asset types StocksETFsOptions

Account types CashMarginTFSARRSP

Currencies CADUSD

Fees Commission free Commission-free stocks and ETFs. Low-cost options trading. Regulatory fees apply.

Suits Canadian active traders using Webull Canada • Technical analysis enthusiasts using Webull Canada • TFSA/RRSP investors using Webull Canada

More than one account

Webull Canada and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Webull Canada and AllInvestView, answered

Can I automatically sync my Webull Canada account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView support TFSA and RRSP accounts from Webull Canada?

Add each account separately. The combined view totals them while the account filters keep their results apart.

Is the Webull Canada connection read only, and is it an aggregator?

The connection to Webull Canada is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Webull Canada and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Webull Canada portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account