Ready to dive deep into your trading journey with Webull? Ever wondered where all those buys and sells disappear to after they've been executed? Understanding your trade history is crucial for analyzing your performance, tracking your investments, and even for tax purposes. Let's embark on a detailed exploration of how to effortlessly navigate Webull and unveil your complete trading past.
Unlocking Your Trading Story: A Comprehensive Guide to Webull Trade History
Your trading history on Webull isn't just a record; it's a narrative of your financial decisions. Whether you're a seasoned pro looking to refine your strategy or a curious newcomer eager to learn from past moves, knowing where to find and interpret this data is key. Webull offers several intuitive ways to access your transaction records, ensuring you're always in control of your investment insights.
Step 1: Engage with Your Webull App (or Website!)
Alright, let's get started! Open up that Webull app on your mobile device right now, or if you prefer, head over to the Webull website and log in. Which platform do you usually use for your trading? Most users find the mobile app incredibly convenient for quick checks, but the desktop or web version offers a more expansive view for detailed analysis.
For Mobile Users: Tap on the Webull icon located at the bottom center of your screen. This is typically the main gateway to your account features.
For Desktop/Web Users: Once logged in, look for the "Account" or "Orders" section in the navigation menu.
Step 2: Navigating to Your Account History
Now that you're in the right place, it's time to locate the "History" section. This is where Webull diligently keeps a record of all your past activities.
2.1: Accessing the Menu (Mobile)
After tapping the Webull icon, you'll likely be presented with your portfolio overview. Look for a "Menu" option, sometimes represented by three horizontal lines (a "hamburger" icon) or simply a "More" button.
Enter your PIN or use Face ID/biometric authentication if prompted. This ensures the security of your financial data.
2.2: Locating "History" or "Orders"
On the Mobile App: Within the menu, you'll find various options. Look for the "History" tab. It's usually quite prominent as it's a frequently accessed feature. Sometimes, you might also see an "Orders" section, which can provide similar information.
On the Desktop/Web Platform: After clicking "Account" or "Orders," you should directly see a section dedicated to your order history or transaction records.
Step 3: Exploring Your Transaction Records
Congratulations! You've made it to the heart of your Webull trading history. Here, you'll see a comprehensive list of your past transactions.
3.1: Understanding the Displayed Data
You'll typically see a chronological list of your buy and sell orders. Each entry will usually include:
Date and Time of the transaction
The Asset traded (e.g., stock symbol like AAPL, GOOGL)
Action (Buy or Sell)
Quantity of shares/units
Price per share/unit
Total Value of the trade
Order Status (e.g., Filled, Canceled, Partially Filled)
3.2: Utilizing Filters for Precision
Webull understands that sometimes you're looking for something specific. That's why they provide excellent filtering options.
Look for a "Filter" button or icon on the History page. This is your magic wand for refining your view.
When you tap/click the filter, you'll usually be able to select:
Time Period: This is incredibly useful! You can choose predefined ranges like "Last 7 Days," "Last 30 Days," "Last 3 Months," "Year to Date," or even set a custom date range to pinpoint specific periods.
Order Status: Want to see only completed trades? Filter by "Fully Filled." You can also view "Canceled" or "Partially Filled" orders if needed.
Transaction Type: Do you only want to see your "Buy" orders or your "Sell" orders? You can filter by "Buy," "Sell," or "All."
After setting your desired filters, remember to click "Done" or "Apply" to refresh the view. This will then display only the transactions that meet your criteria.
Step 4: Accessing Account Statements and Trade Confirmations
While the "History" section gives you a quick overview, sometimes you need more official documents for tax purposes or detailed record-keeping. This is where account statements and trade confirmations come in.
4.1: Finding Statements (Mobile)
Go back to the Webull icon at the bottom of the screen.
This time, swipe to the left or look for a "Statements" section within the main account menu.
Here, you'll typically find your:
Monthly Account Statements: These provide a summary of all your activity for a given month, including deposits, withdrawals, trades, dividends, and fees.
Trade Confirmations: These are individual confirmations for each trade you've executed, offering a detailed breakdown of that specific transaction.
4.2: Webull's E-Document Center (Web)
For desktop users, Webull often has a dedicated "E-Document Center" on its website. This is a centralized hub for all your official documents.
Log in to your Webull account on the web.
Look for a link or section usually titled "E-Document Center" or similar.
You might need to verify your identity before being able to view or download these documents, especially if it's your first time accessing them or if you've recently closed your account.
Step 5: Exporting Your Trade History (for Advanced Analysis)
For those who want to perform in-depth analysis, import data into a trading journal, or prepare for taxes, exporting your trade history is a fantastic feature.
5.1: Exporting via Mobile App
Navigate back to the "History" section (Step 2).
Look for an Export icon or Download symbol (often an arrow pointing down) usually located in the top right corner of the History page.
You'll likely be prompted to enter your email address to receive the statement file. Webull will then email you a CSV (Comma Separated Values) file, which can be opened with spreadsheet software like Microsoft Excel or Google Sheets.
Important Note: Webull often has limitations on the amount of data you can export at once (e.g., past 24 months, or a certain number of records per report). If you need older data, you might need to contact Webull's customer service. There might also be a daily limit on the number of exports you can perform.
5.2: Exporting via Desktop/Web Platform
From the "Account" or "Orders" section, look for an "Export" or "Download" option.
Similar to the mobile app, you'll likely specify a date range and confirm your email for the CSV file delivery.
Step 6: Understanding and Analyzing Your Exported Data
Once you have your CSV file, open it in your preferred spreadsheet program. This is where you can truly dig into your performance.
Sort by Date: See your trades in chronological order.
Calculate Profit/Loss: You can add columns to calculate the profit or loss for each trade (Selling Price - Buying Price) * Quantity. Remember to account for any fees or commissions if they are not already included in the report (Webull's CSVs often do not include commissions, so factor those in manually if you're tracking net P&L).
Identify Trends: Look for patterns in your successful and unsuccessful trades. Are you more profitable with certain types of stocks or during specific market conditions?
Track Your Capital: Monitor your capital allocation and how it has changed over time.
FAQs: How to...
Here are 10 frequently asked questions about viewing and managing your trade history on Webull:
How to view my stock transaction history on Webull?
Open the Webull app, tap the Webull icon, go to "History," and you'll see your stock buy and sell transactions.
How to filter my trade history by a specific date range?
In the "History" section, tap the "Filter" button, then select "Custom Time" to choose your desired start and end dates.
How to see only my "buy" orders on Webull?
Within the "History" section, use the "Filter" option and select "Buy" under "Transaction Type."
How to find my monthly account statements on Webull?
Tap the Webull icon, then swipe left or navigate to the "Statements" section in the menu to find your monthly reports.
How to download my Webull trade history as a CSV file?
Go to "History," look for the export/download icon (top right), and enter your email to receive the CSV file.
How to get trade confirmations for specific trades?
These are usually found within the "Statements" section alongside your monthly statements, often listed as individual trade confirmation documents.
How to check my trade history from more than 2 years ago on Webull?
Webull typically limits direct app/web exports to the last 24 months. For older records, you may need to contact Webull Customer Service directly.
How to see my crypto trade history on Webull?
While integrated, crypto history might be in a separate section or within the main history, but some users have noted Webull moving crypto trading to a separate "Webull Pay" app. Check both the main Webull app and any dedicated crypto app if you have it.
How to export my trade history for tax purposes?
The CSV export from the "History" section or downloading official "Account Statements" from the "Statements" or "E-Document Center" sections are the best methods for tax reporting.
How to understand the different order statuses in my trade history?
"Fully Filled" means the order was completely executed. "Partially Filled" means only a portion was executed. "Canceled" means the order was stopped before execution.