How to export your CSV
- Open the Webull desktop app or web platform
- Go to Portfolio > Orders
- Click the download/export icon in the top-right
- Select the date range and export as CSV
- Drag-drop the file onto our Import screen
Known quirks
- Two schemas detected automatically: options-specific export and equity export
- Options export includes execution time in the Time column (YYYY-MM-DD HH:MM:SS)
- Equity export uses a simpler schema without option fields
- Amount column is signed (negative for buys) — sign handled automatically
Report a problem with Webull import
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