It's a common desire for investors to understand how their investments are performing. Webull, with its comprehensive features and user-friendly interface, makes it relatively straightforward to track your earnings. However, sometimes knowing exactly where to look for specific details can be a little tricky. Fear not! This lengthy, step-by-step guide will walk you through everything you need to know about finding your earnings on Webull, from daily profits and losses to historical performance and upcoming earnings reports.
Let's dive in and unlock the power of Webull's earning insights!
Unlocking Your Earnings Potential: A Comprehensive Webull Guide
Have you ever wondered how much you're truly gaining or losing on your investments in Webull? Perhaps you're curious about a specific stock's earnings history, or you want to know when a company you own is reporting its next earnings. Understanding these details is crucial for making informed investment decisions. Webull provides a wealth of information, and we're here to help you navigate it.
Step 1: Engage Your Webull App or Desktop Platform!
First things first, let's get you logged in. Whether you prefer the convenience of the Webull mobile app on your smartphone or the detailed view of the Webull desktop platform, open it up now. Don't worry if you're new to Webull; this guide is designed for everyone. Once you're in, you'll be greeted by your personalized dashboard.
Step 2: Navigating Your Account Overview for Quick P&L
Your account overview is the first place to get a snapshot of your daily and overall performance.
Sub-heading 2.1: Locating Your "My Positions" and "Open P&L"
On the Mobile App:
Tap the Webull icon (usually in the center bottom of the screen).
You'll likely land on the "Asset" page. Here, you'll see a section titled "My Positions." This lists all the stocks and assets you currently hold.
For each stock in "My Positions," you'll see a column labeled "P&L" (Profit & Loss). This figure indicates the current gain or loss for that specific stock.
Look closely: If the number is green and has a plus symbol (+), you're currently gaining. If it's red and has a minus symbol (-), you're experiencing a loss.
Below "Net Account Value," you'll also find an "Open P&L" figure. This is your total current gain or loss across all your open positions.
On the Desktop Platform:
Once logged in, navigate to the "Account" tab or section, usually found on the left-hand side or top navigation bar.
Similar to the mobile app, you'll find a section displaying your current holdings and their respective P&L. The visual cues (green for gain, red for loss) will be consistent.
You'll also see an aggregated "Open P&L" or similar summary of your total unrealized gains/losses.
Sub-heading 2.2: Understanding "Open P&L" vs. "Closed P&L"
It's crucial to distinguish between open and closed P&L:
Open P&L: This refers to the unrealized gains or losses on positions you still currently hold. These are subject to market fluctuations and aren't "locked in" until you sell.
Closed P&L: This represents the realized gains or losses on positions you have already sold. These are your actual profits or losses from past trades. We'll explore where to find these in a later step.
Step 3: Deep Diving into Individual Stock Earnings Data
Beyond your overall portfolio, you'll often want to examine the earnings of specific companies. Webull offers detailed information for each stock.
Sub-heading 3.1: Accessing a Stock's Quote Page
Search for the Stock:
On both the mobile app and desktop, use the search bar (usually represented by a magnifying glass icon) to find the specific stock you're interested in. Type in its ticker symbol (e.g., AAPL for Apple) or company name.
Tap or click on the search result to open the stock's quote page.
Sub-heading 3.2: Exploring the "Financials" and "Earnings" Tabs
Once on the stock's quote page, you'll typically see various tabs or sections. Look for:
"Financials" Tab:
This tab provides comprehensive financial statements, including the Income Statement, Balance Sheet, and Cash Flow Statement.
While not directly "earnings" in the P&L sense, these statements are vital for understanding a company's underlying financial health and profitability. You can often see historical revenue, net income, and other key figures here.
Pay attention to the reporting periods (quarterly, annually) to ensure you're looking at the most relevant data.
"Earnings" Tab (or Section within Financials/Analysis):
This is where the magic happens for earnings reports! Webull provides a dedicated section for a company's earnings.
Here, you'll typically find:
Past Earnings Per Share (EPS): Historical data on how much profit a company made per share. This is a critical metric for investors.
Revenue: The total sales generated by the company.
Earnings Surprise: How much the actual EPS or revenue differed from analyst estimates. A positive surprise (actual > estimate) is often seen as a good sign.
Earnings Date: The date when the company announced its earnings for a specific period.
Upcoming Earnings Date: This is invaluable for planning your trades. It tells you when the next earnings report is expected. Webull often provides an estimated date which can be updated once the company officially announces.
Earnings Call Transcripts/Webcasts: For some companies, Webull might link to the earnings call transcript or a recording, allowing you to hear management discuss the results. This is highly recommended for deeper analysis.
Step 4: Utilizing the Earnings Calendar for Future Insights
Webull also provides a dedicated earnings calendar, making it easy to track upcoming announcements across the market or for stocks on your watchlists.
Sub-heading 4.1: Accessing the Earnings Calendar
On the Mobile App:
From your main dashboard, look for a "Market" or "Discover" tab. Within this, you might find a "Calendar" or "Earnings Calendar" option.
Alternatively, from the main Webull icon at the bottom, navigate to the "Tools" or "More" section, and you might find the earnings calendar listed there.
On the Desktop Platform:
On the desktop platform, the "Calendar" feature is usually more prominent, often found in the main navigation or within a "Market" or "Tools" section. Click on "Earnings Calendar."
Sub-heading 4.2: Filtering and Understanding the Calendar
The earnings calendar will show a list of companies reporting earnings on specific dates.
You can typically filter by:
Date Range: View earnings for today, this week, next week, or a custom period.
Market Cap: Focus on large-cap, mid-cap, or small-cap companies.
Your Holdings/Watchlist: This is a fantastic feature! You can often filter to see only the earnings reports for companies you own or have on your watchlist, streamlining your research.
For each entry, you'll usually see:
Company Name and Ticker: Easily identify the company.
Release Time: BMO (Before Market Open) or AMC (After Market Close) indicates when the earnings will be released. This is crucial as earnings often cause significant price movements.
EPS Estimate: The consensus estimate for earnings per share.
Revenue Estimate: The consensus estimate for revenue.
Step 5: Reviewing Your Realized Gains and Losses (Closed P&L)
While open P&L tells you where you stand right now, your closed P&L is what truly matters for your investment returns and taxes.
Sub-heading 5.1: Finding Your Trade Confirmations and Statements
On the Mobile App:
Tap the Webull icon (bottom center).
Swipe to the "Document" tab (or similar, depending on app version).
Here, you'll find your monthly account statements and trade confirmations.
Your account statements will provide a summary of your realized gains and losses for the period, along with other account activity. Trade confirmations provide details for each individual trade.
On the Desktop Platform:
Look for a "Statements," "Documents," or "Reports" section, usually within your "Account" or "Profile" settings.
You'll be able to download or view your monthly/annual statements and trade confirmations, which clearly outline your realized gains and losses.
Sub-heading 5.2: Calculating Your Overall Returns
While Webull provides P&L figures, sometimes you want to calculate your personal return on investment (ROI).
Simple ROI Calculation:
For closed positions, the "Initial Cost" would be your purchase price, and the "Current Value" would be your sale price.
10 Related FAQ Questions
Here are 10 frequently asked questions, starting with "How to," to further enhance your understanding of earnings on Webull:
How to see historical earnings data for a specific stock on Webull?
To see historical earnings data, go to the stock's quote page, navigate to the "Financials" or "Earnings" tab, and look for past quarterly and annual reports.
How to find out when a company's next earnings report is scheduled on Webull?
You can find upcoming earnings dates on the stock's individual quote page under the "Earnings" section or by using the comprehensive "Earnings Calendar" accessible from the "Market" or "Tools" section of the Webull app/desktop.
How to understand the difference between EPS estimate and actual EPS on Webull?
The EPS estimate is the average forecast from financial analysts for a company's earnings per share. The actual EPS is the reported earnings per share from the company's financial statement. The difference is known as an "earnings surprise."
How to set up notifications for upcoming earnings announcements on Webull?
While Webull doesn't have explicit "earnings notification" alerts per se, you can add stocks to your watchlist and regularly check the earnings calendar. Some general market news notifications might also include earnings announcements if you enable them for specific companies.
How to view my total realized gains and losses on Webull for tax purposes?
Your total realized gains and losses can be found in your monthly and annual account statements, which are typically located in the "Documents" or "Statements" section of your Webull account on both the app and desktop.
How to analyze the impact of earnings reports on stock prices using Webull's charting tools?
After an earnings report, you can observe the stock's price action on the charts. Look for significant price gaps or sustained movements. You can use Webull's drawing tools and indicators to analyze volume and volatility around the earnings date.
How to find analyst ratings and price targets related to earnings on Webull?
On a stock's quote page, beyond the earnings data, look for sections like "Analyst Ratings" or "Broker Ratings." While not directly tied to earnings reports, these often reflect analyst sentiment and price targets influenced by earnings expectations.
How to identify companies with a history of beating earnings estimates on Webull?
While Webull doesn't have a direct "earnings beat history" filter, you can manually review the historical earnings data on individual stock pages to see if a company consistently reports actual EPS higher than estimates.
How to differentiate between revenue and earnings on Webull's financial statements?
Revenue (or "Sales") represents the total income a company generates from its primary operations before any expenses are deducted. Earnings (or "Net Income" or "Profit") is the company's profit after all expenses, including taxes and interest, have been subtracted from revenue.
How to interpret the "Release Time" (BMO/AMC) on the Webull earnings calendar?
"BMO" stands for "Before Market Open," meaning the company will release its earnings report before the stock market officially opens for trading on that day. "AMC" stands for "After Market Close," meaning the report will be released after the market closes. These times are crucial as they indicate when the market will react to the news.
