Analyze Your Webull Trades with Institutional-Grade Tools
Webull offers commission-free trading with advanced charting tools and extended trading hours. Popular among active traders.
When Does an External Tracker Add Value?
Portfolio performance reporting is basic and lacks long-term analytics
AllInvestView provides comprehensive performance tracking, time-weighted returns, and historical analytics.
No tax reporting or capital gains calculation tools
Import your Webull trades for automated tax-lot tracking, capital gains reports, and dividend income summaries.
Cannot combine Webull holdings with other brokerage accounts
AllInvestView consolidates your Webull portfolio with any other broker for a complete investment overview.
What You Unlock with AllInvestView
Monte Carlo Simulation
Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.
Efficient Frontier
Find your optimal portfolio allocation using Markowitz mean-variance optimization.
Correlation Matrix
Visualize how your holdings move together. Identify diversification gaps at a glance.
Tax Reports
Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.
Dividend Calendar
Track every payment, project future income, and monitor yield-on-cost over time.
Options Greeks
Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.
AI Assistant
Ask anything about your portfolio. Get instant analysis powered by AI.
Quick Allocation View
See asset, sector, country, and currency breakdown in one visual dashboard.
Webull US vs AllInvestView — Feature Comparison
See what Webull US's built-in tools offer versus what AllInvestView adds to your investment workflow.
| Feature | Webull US Built-in | + AllInvestView |
|---|---|---|
| Performance Analytics | Basic P&L display per position | True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison |
| Tax Reporting | Not available | Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support |
| Charting | Advanced charting with 50+ technical indicators | Portfolio-level performance charts with benchmark overlay |
| Multi-Broker View | Not available | Consolidate all brokers in one unified dashboard |
| Dividend Tracking | Not available | Calendar view, income projections, yield-on-cost, ex-date alerts |
| Risk Analytics | Not available | Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios |
| Bond Analytics | Not available — no bond trading | YTM, duration, convexity, accrued interest calculator |
| Paper Trading | Built-in paper trading simulator | Track real portfolio with what-if scenario analysis |
See Your Entire Portfolio at a Glance
Get the complete picture of your Webull US investments with intuitive visualizations that show exactly where your money is allocated.
- Asset allocation by type, sector, and geography
- Real-time valuations in your preferred currency
- Performance attribution by holding
- Concentration risk indicators
Analytics That Actually Matter
Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.
- Money-weighted returns (IRR/XIRR)
- Efficient Frontier optimization
- Correlation matrix across holdings
- Sharpe ratio and volatility metrics
Master Your Dividend Income
Track every dividend from your Webull US holdings. Know exactly when payments arrive and how your income is growing.
- Automatic dividend detection and tracking
- Calendar view of upcoming payments
- Yield on cost calculations
- Annual income projections
Tax Reports in One Click
Generate capital gains reports for your Webull US portfolio instantly. Supports 14+ countries with multiple cost basis methods.
- FIFO, LIFO, specific identification, and average cost
- Automatic wash sale detection
- Short-term vs long-term capital gains split
- Export as PDF or CSV for tax filing
Every Holding, One Clean Table
See all your Webull US positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.
- Company logos, real-time prices, and sparklines
- Cost basis, market value, and unrealized P&L
- Sort and filter by any column
- Multi-broker holdings in one unified table
Tax Reporting for US Investors
Generate Schedule D-ready capital gains reports from your Webull US portfolio. AllInvestView supports FIFO, LIFO, specific identification, and average cost methods.
Webull US
Auto-Sync AvailableAbout Webull US
How to Import Your Webull US Portfolio
Getting your Webull US data into AllInvestView takes less than 2 minutes. Here's how:
Export from Webull US
In Webull, go to More > Statements & History > Export to download your trading activity.
Upload to AllInvestView
Use our smart CSV importer that automatically maps Webull US's format. No manual column matching needed.
Track Everything
Instantly see your full portfolio with real-time prices, dividends, and performance metrics.
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Webull US Portfolio Tracking FAQ
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Go Deeper with Your Webull US Data
Once your Webull US portfolio is in AllInvestView, these tools turn it into tax-ready reports and professional analytics:
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