You're ready to dive into the world of day trading on Webull and want to keep a close eye on your activity. That's a smart move! Understanding how to view your day trades is crucial for managing your trading strategy, avoiding pattern day trader (PDT) restrictions, and analyzing your performance.
Let's get started on this step-by-step journey to mastering your Webull day trade history.
Understanding Day Trades on Webull: A Quick Primer
Before we jump into how to view them, it's important to understand what a day trade is, especially in the context of Webull and FINRA (Financial Industry Regulatory Authority) rules.
A day trade is generally defined as the opening and closing of the same security within the same trading day in a margin account. This includes both buying to open and selling to close, or selling short to open and buying to close. Pre-market and after-hours trading that occurs within the same calendar day as a regular trading session can also count towards your day trade count.
The Pattern Day Trader (PDT) rule is something every active trader on Webull (or any US-based broker) needs to be aware of. If you execute four or more day trades within a rolling five-business-day period in a margin account with less than $25,000 in equity, you will be flagged as a Pattern Day Trader. This can lead to restrictions on your account, such as being limited to closing-only transactions until your account equity reaches or exceeds $25,000.
Now, let's get to the good stuff – how to view your day trades on Webull!
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| How To View Day Trades On Webull |
Step 1: Get Logged In and Navigated!
Alright, let's kick things off!
The very first thing you need to do is log in to your Webull account. Whether you're using the mobile app or the desktop platform, the process is largely similar.
Accessing Webull: Mobile App vs. Desktop Platform
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Mobile App: This is often the most convenient way for many traders to access their accounts on the go. Open your Webull app on your smartphone or tablet.
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Desktop Platform: If you prefer a larger screen and more detailed views, open the Webull desktop application or access it through your web browser.
Once you have the platform open, enter your login credentials (username/email and password). You might also be prompted for a PIN or biometric authentication (Face ID/fingerprint) if you have those security features enabled.
Successfully logged in? Excellent! Let's move on to finding your trading history.
Step 2: Locating Your Account Information
Now that you're in, we need to find the section that holds all your valuable trading data.
Tip: Take your time with each sentence.
Navigating to Your Account Section
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On the Webull Mobile App:
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Look for the "Webull Icon" or "Menu Icon" (often represented by three horizontal lines or your profile picture) typically located at the bottom center or bottom right of the screen. Tap on it.
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This will open your main menu or "My Account" page.
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On the Webull Desktop Platform:
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You'll usually find an "Account" or "Portfolio" tab or section in the left-hand sidebar or at the top of the interface. Click on it.
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This section is your central hub for all things related to your account balance, holdings, and, most importantly for us, your transaction history.
Step 3: Diving into Your Transaction History
This is where the magic happens! Your transaction history is the key to identifying your day trades.
Finding the "History" or "Orders" Tab
Once you're in your "Account" or "My Account" section:
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Look for a tab or option labeled "History" or "Orders" (or sometimes "Trade History"). On the mobile app, it's often a prominent tab within the "My Account" menu. On the desktop, it might be a sub-menu item under "Account."
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Click or tap on this "History" or "Orders" tab.
This will take you to a comprehensive list of all your past transactions. It might look a bit overwhelming at first, but don't worry, we'll break it down.
Step 4: Filtering for Day Trades (The Crucial Step!)
Now that you're looking at your history, we need to refine it to specifically see your day trades. Webull's filtering options are incredibly helpful here.
Utilizing the Filter Options
Most trading platforms, including Webull, provide robust filtering capabilities.
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Locate the "Filter" or "Customize" button. This is usually found at the top or side of your transaction history list. It might look like a funnel icon or simply say "Filter."
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Tap or click on the "Filter" button. This will open up a panel with various filtering criteria.
Key Filters to Apply:
QuickTip: The more attention, the more retention.
To pinpoint your day trades, you'll want to focus on the following:
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Time Period: This is paramount.
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Select a specific date range, such as "Today" or a custom range (e.g., the last 5 business days). For day trading, focusing on today's activity or a recent rolling 5-day period is most relevant.
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Order Type / Transaction Type:
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Look for options like "Trades," "Fills," or "Executed Orders." You want to see actual buy and sell transactions, not just pending orders.
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Sometimes, you might also find options to filter by "Buy" or "Sell" specifically, which can be useful for seeing your entry and exit points.
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Symbol (Optional but Recommended):
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If you traded multiple stocks, you can filter by a specific stock ticker (e.g., TSLA, AAPL) to see all trades related to that security. This helps in analyzing your performance on individual assets.
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Identifying Day Trades Within the Filtered List:
Once you've applied your filters, you'll see a list of executed trades within your chosen time frame. How do you know which ones are day trades?
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Look for matching buy and sell orders for the same stock that occurred on the same calendar day.
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For example, if you bought 100 shares of XYZ at 10:00 AM and then sold those same 100 shares of XYZ at 2:00 PM on the same day, that constitutes one day trade.
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Even if you made multiple buys and multiple sells of the same stock on the same day, if it all constitutes opening and closing a position within that day, it typically counts as one day trade. Webull's system is designed to track these "round trips."
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Pay attention to the "Open Time" and "Close Time" or "Execution Time" for each order. This will confirm if the entry and exit occurred within the same trading day.
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Webull often provides a "Day Trade Count" or "PDT Count" indicator directly on your account overview, especially if you are near or have triggered the PDT rule. This is an invaluable tool for quick monitoring. Look for it within your "Account" summary.
Step 5: Analyzing Your Day Trade Activity
Viewing is just the first part; analyzing your day trades is where you learn and grow as a trader.
Reviewing Your Day Trade Details
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Click on individual trade entries to get more detailed information. This often includes:
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Entry Price: What price did you buy/sell at?
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Exit Price: What price did you sell/buy at?
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Quantity: How many shares/contracts were traded?
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Profit/Loss (P/L): Webull will show your P/L for each individual trade.
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Commissions/Fees: While Webull is largely commission-free for stocks and ETFs, there might be small regulatory fees.
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Time Stamps: Precise times of execution are crucial for confirming day trades.
Monitoring Your PDT Status
Webull is generally good at alerting you if you are approaching or have been flagged as a Pattern Day Trader.
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Check your account summary regularly. You'll often see a "Day Trades Remaining" counter or a "PDT Status" indicator.
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Understand the rolling 5-business-day period. This means the count isn't reset at the end of each week. It's continuously looking at the last five trading days.
Step 6: Exporting Your Trade History (For Deeper Analysis)
For serious traders, simply viewing your trades within the app might not be enough. Exporting your data allows for more in-depth analysis using spreadsheets or dedicated trading journals.
Downloading Your Statements and Trade Confirmations
QuickTip: Repetition reinforces learning.
Webull provides access to your account statements and trade confirmations.
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Navigate to the "Account" section again.
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Look for "Statements & Documents" or "E-Document Center."
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Here, you can typically find:
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Daily Statements: These will list all your trades for a specific day.
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Monthly Statements: A summary of all activity for the month.
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Trade Confirmations: Individual confirmations for each trade.
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While these documents are useful for record-keeping and tax purposes, they might not be in the easiest format for direct analytical import.
Exporting Data (If Available)
Some platforms allow direct export of trade history into a CSV (Comma Separated Values) file.
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Look for an "Export" or "Download" button within your "History" or "Orders" section. If available, this is the most convenient way to get your raw trade data.
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If a direct export isn't available, you might need to copy and paste information from your daily statements into a spreadsheet, or consider using a third-party trading journal that integrates with Webull (see FAQs).
Exporting your data allows you to:
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Calculate precise P/L: Track your exact profits and losses per trade and per day.
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Analyze winning/losing streaks: Identify patterns in your trading performance.
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Assess strategy effectiveness: See which setups or types of trades are working best.
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Manage risk: Review your position sizing and stop-loss effectiveness.
10 Related FAQ Questions
Here are 10 related FAQ questions, all starting with "How to," with quick answers:
How to check my day trade count on Webull?
You can check your day trade count by navigating to your "Account" section on the Webull app or desktop platform. Look for a "Day Trades Remaining" counter or a "PDT Status" indicator, usually found on the main account summary page.
How to avoid being flagged as a Pattern Day Trader on Webull?
To avoid being flagged as a Pattern Day Trader (PDT) on Webull with a margin account, ensure your account equity remains above $25,000 at all times, or limit your day trades to no more than three within a rolling five-business-day period.
How to reset my Pattern Day Trader (PDT) status on Webull?
Webull generally allows one PDT reset per primary account for the life of the account. You can typically request a reset through the app's customer support or by navigating to a specific "PDT Reset" option within your account settings, if available. Ensure you submit the request before the daily cut-off time (e.g., 3:15 PM CT).
Tip: Read in a quiet space for focus.
How to differentiate between day trades and swing trades in my Webull history?
Day trades involve opening and closing a position on the same trading day, while swing trades involve holding a position overnight (or longer). In your Webull history, check the "Open Time" and "Close Time" or "Execution Time" for each trade. If both occur on the same date, it's a day trade.
How to view my profit and loss (P/L) for specific day trades on Webull?
Navigate to your "History" or "Orders" section, apply filters for the relevant day, and then tap or click on individual executed trades. Webull will display the P/L for that specific transaction. Your overall daily P/L will also be shown in your account summary.
How to see all my executed orders on a specific date in Webull?
Go to the "History" or "Orders" tab in your account section, then use the "Filter" option to select the desired date or a custom time range. This will display all executed orders for that period.
How to download my trade history from Webull for tax purposes?
You can download your official trade statements and tax documents (like 1099-B) from the "Statements & Documents" or "E-Document Center" within your Webull account. These are usually available annually or monthly.
How to understand Webull's margin account day trading rules?
Webull's margin account day trading rules are governed by the FINRA PDT rule. If your margin account equity is under $25,000, you are limited to three day trades in any rolling five-business-day period. Exceeding this limit will result in your account being flagged as a Pattern Day Trader and subject to restrictions.
How to find my total number of day trades for a month on Webull?
While Webull might not have a direct "monthly day trade count," you can go to your "History" or "Orders," set the filter for the entire month, and then manually identify or count the day trades by looking for matching buy/sell pairs on the same day. For more robust monthly analysis, consider exporting your data and using a spreadsheet.
How to use an external trading journal with my Webull trades?
Many external trading journals (like TraderSync, TradeZella, etc.) offer integrations with brokerage accounts. You typically need to export your trade history from Webull (often via CSV or by granting read-only access to your account if the journal supports direct integration) and then import it into the journal for detailed analysis.
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