Investing can be an incredibly rewarding journey, and a crucial part of that journey is understanding how your investments are performing. For Webull users, seeing your earnings means more than just a fluctuating number; it's about gaining insights into your financial growth. So, are you ready to dive deep into your Webull account and uncover your investment performance? Let's get started!
How to See Earnings on Webull: A Comprehensive Step-by-Step Guide
Webull provides several ways to track your investment performance, from a quick glance at your daily gains/losses to detailed historical reports. This guide will walk you through each method, ensuring you have a clear picture of your financial progress.
Step 1: Accessing Your Webull Account and Overviewing Your Assets
First things first, let's get you logged in and oriented.
Sub-heading: Launching the Webull App
Are you on your phone or tablet? Open the Webull app. If you're on a desktop, you can access the Webull desktop application or the Webull web platform. The steps are largely similar across all interfaces, but we'll focus on the mobile app for this guide, as it's the most commonly used.
Sub-heading: Navigating to Your Portfolio
Once the app is open:
Tap the Webull icon (usually a circle with the Webull logo) at the bottom center of your screen. This is your gateway to your account details.
You'll likely be prompted to enter your PIN or use Face ID/Touch ID to securely access your menu. Do so to proceed.
You should now be on your "Asset" or "Account" page. This is your central hub for all your investment information.
Sub-heading: Quick Glance at Open P&L
On the "Asset" page, you'll immediately see an overview of your portfolio.
Look for the section labeled "Open P&L" (Profit & Loss). This figure represents your unrealized gains or losses across all your open positions.
You'll also see a "Net Account Value" which reflects the current total value of your holdings.
Step 2: Delving into Individual Stock Performance
While the "Open P&L" gives you a broad view, you'll likely want to see how each of your individual investments is doing.
Sub-heading: Locating "My Positions"
On the same "Asset" page, scroll down to the "My Positions" column or section. Here, you'll see a list of all the stocks, ETFs, or other assets you currently hold.
Sub-heading: Understanding the P&L Column for Each Stock
For each stock listed in "My Positions," you'll find a "P&L" column. This is where the magic happens!
Green numbers with a plus sign (+): This indicates a gain or profit on that specific stock. This means your average purchase price for that stock is currently lower than its market price.
Red numbers with a minus sign (-): This signifies a loss on that particular stock. This means your average purchase price for that stock is currently higher than its market price.
Remember, these are unrealized gains/losses until you actually sell the position.
Step 3: Exploring Historical Performance and Statements
Beyond just seeing your current standing, it's crucial to review your historical earnings and generate official statements.
Sub-heading: Accessing Your Transaction History
To view all your past buy and sell orders, as well as their associated profits or losses:
From the Webull app's main menu (tap the Webull icon again), look for the "History" tab and tap on it.
Here, you'll find a comprehensive record of all your stock transaction history.
You can use the "Filter" button to refine your search by:
Time period (e.g., last 7 days, 30 days, custom range)
Order status
Transaction type (buy or sell)
Sub-heading: Understanding Profit and Loss Analysis Sections
Webull often provides more in-depth analysis tools. While the exact naming might vary slightly depending on your region and app version, look for sections related to "My Earnings," "P&L Calendar," or "Profit and Loss Distribution."
"My Earnings": This section is designed to show you changes in your personal securities account in terms of Yield, P&L (Profit & Loss), and Net Account Value. It's a great place to see your overall performance over time.
"P&L Calendar": This feature displays the sum of profit or loss for each day across all your assets. It helps you visualize your daily performance trends.
"Profit and Loss Distribution": This powerful tool displays the cumulative profit and loss ranking of all your investments from the historical starting point of your account with Webull. It allows you to see which assets have been your biggest winners and losers over the long run.
Note: For the most accurate profit and loss calculations, especially across different currencies or with mutual funds, Webull often has sophisticated internal calculations that consider exchange rates and delayed NAV updates. Always refer to your official closing statements for definitive figures.
Sub-heading: Retrieving Account Statements and Trade Confirmations
For formal records of your earnings, especially for tax purposes or detailed review:
From the Webull app's main menu, navigate to "More" (or sometimes directly to "Statements" depending on your app version).
Look for "Trade Confirmation / Account Statement" or simply "Statements."
Here, you'll be able to view or download your daily and monthly statements. These PDF documents provide a detailed breakdown of all your transactions, dividends received, fees, and overall account performance for the specified period. You'll also receive notifications to your registered email address when new statements are generated.
Step 4: Utilizing Advanced Tools for Deeper Insights (Optional)
For the more analytical investor, Webull offers advanced tools that can help you understand your earnings in greater detail.
Sub-heading: Earnings Calendars and Financials
While not directly showing your earnings, understanding company earnings reports is crucial for making informed investment decisions.
Webull provides an "Earnings Calendar" where you can see upcoming earnings release dates for various companies. This can help you anticipate price movements that might impact your holdings.
For individual stocks, you can access their financial statements (Income Statement, Balance Sheet, Cash Flow) directly within the Webull app. This gives you a deep dive into the company's profitability and financial health, which indirectly influences your investment earnings.
Sub-heading: Performance Analysis in the Details Page
When you tap on a specific stock in your "My Positions," you'll usually be taken to its detailed quote page. Within this page, you can often find:
Performance graphs: Visual representations of the stock's price movement over various timeframes.
Technical indicators: Tools that help analyze price trends and patterns, which can inform your understanding of potential future earnings.
Related FAQ Questions
Here are 10 frequently asked questions about seeing earnings on Webull, with quick answers:
How to see my total profit and loss on Webull?
You can see your total unrealized profit and loss in the "Open P&L" section on your main "Asset" or "Account" page in the Webull app.
How to view gain and loss for individual stocks on Webull?
Navigate to the "My Positions" section on your "Asset" page, and you'll see a "P&L" column next to each stock indicating its individual gain or loss.
How to check my historical earnings on Webull?
Access the "History" tab from the main Webull menu to view your complete transaction history, including past buy and sell orders.
How to download my monthly statements for earnings verification on Webull?
Go to the "Menu" -> "More" -> "Trade Confirmation / Account Statement" section in the Webull app to view and download your monthly statements.
How to understand if my earnings are realized or unrealized on Webull?
"Open P&L" refers to unrealized gains/losses (on positions you still hold), while profits from sold positions in your "History" or "Statements" are realized earnings.
How to filter my transaction history by specific dates on Webull?
In the "History" tab, use the "Filter" option to select a custom date range to view transactions within that period.
How to find the average cost of my stocks on Webull to calculate earnings?
Webull typically displays your average purchase price for each stock within the individual stock detail page or in the "My Positions" section.
How to see dividends received on Webull?
Dividends received will be recorded in your transaction history within the "History" tab and will also appear on your monthly account statements.
How to check my overall account yield on Webull?
Look for a section titled "My Earnings" or "Yield" within your "Asset" page or account overview, which often provides metrics like overall account yield.
How to know if a company is about to release earnings on Webull?
Use the "Earnings Calendar" feature within the Webull app or desktop platform to see upcoming earnings release dates for various companies.
