Webull US portfolio tracker

Webull trades and options together, with the return between any two dates and the tax figure ready.

Connect Webull US 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.

US Est. 2017 SEC FINRA SIPC

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 US does well

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

Commission-free trading with no per-contract options fees.

Charting with 50+ technical indicators.

Extended trading hours (4 AM - 8 PM ET).

Paper trading for practice without risk.

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 US account shows trades and charts, not the tax result or option return after premiums.

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

Webull US statements cover Stocks, ETFs, Options and Crypto in USD for Individual and Roth IRA. They do not compare tax lots under several cost-basis methods.

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

Webull US keeps Individual and Roth IRA among its 3 account types with Stocks and Crypto among 4 asset types in 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 US 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 users often watch charts closely and trade stocks or options around shorter time frames.

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 options book can contain several strikes against the same underlying share.

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

Frequent Webull entries and exits can create many tax lots in one year.

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 US gives you, and what is added here

Area	Webull US	With AllInvestView
Performance Analytics	The broker tools include basic P&L display per position.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Charting	The broker tools include charting with 50+ technical indicators.	The dashboard shows return and allocation over time.
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.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.
Paper Trading	The broker tools include built-in paper trading simulator.	The dashboard reports imported portfolio activity.

Where you file

For investors filing in the United States

Your Webull US history turns into a capital gains report you can take to Schedule D.

Short term and long term split, so the two rates land where they belong

Wash sales flagged inside the 30 day window, across every account you hold here

FIFO, LIFO, HIFO and average cost, compared side by side before you sell

The 3,000 USD annual loss deduction applied the way the rules apply it

Getting started

Getting your Webull US history in

Export from Webull US

Open More > Statements & History > Export in Webull US. 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 US

US • Est. 2017 • Regulated by SEC, FINRA, SIPC

Asset types StocksETFsOptionsCrypto

Account types IndividualIRARoth IRA

Currencies USD

Fees Commission free Commission-free stocks, ETFs, and options. No per-contract options fees. Small regulatory fees apply.

Suits Active traders using Webull US • Technical analysis enthusiasts using Webull US • Options traders using Webull US • Extended-hours traders using Webull US

More than one account

Webull US 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 US and AllInvestView, answered

Can I automatically sync my Webull 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 Webull options tracking?

Calls and puts keep their strike and expiry. The options dashboard shows premiums, profit and loss, delta, gamma, theta and vega.

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

The connection to Webull US 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 US 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 US 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