Step 1:

Open your Webull mobile app. Please note that the following instructions only apply to the mobile app.

Step 2:

Open the Webull app on your mobile device, and select the Menu tab in the bottom right corner of your screen. Then, hit the More button under Shortcuts.

Step 3:

On the next page scroll down to the Account section and then select History.

Next, select Orders Records under the drop down menu and then hit the Download button in the corner of your screen.
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Step 4:

You will receive four files in .csv format in your email inbox. Download only the Webull_Orders_Records.csv file. The other files can't be imported into CoinLedger and will fail to import.

Step 5

Navigate to Step 1. Import. Select Add Account then choose the Webull tab on CoinLedger. Click on Upload File and drag your CSV file into the box to import your transactions.

​When importing a transaction history CSV, you will have the option to specify a start date for your import under the Drag and Drop Files Here box. This feature is designed to prevent duplicate data from being imported. You can access this feature by hitting the Import Settings drop down menu, as shown below, and then specifying a date for your import to start from. All transactions after this date will be imported. You should not do this if you are importing all of your transactions into CoinLedger for the first time.

Note: Any transactions containing non-crypto assets will automatically be ignored and excluded from your import. CoinLedger does not support stocks and only supports tax calculations and portfolio tracking for crypto assets at this time.
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