Webull portfolio tracker & trading journal

Connect Webull read-only, combine it with every other broker you use, and see what your trading decisions — including your options plays — actually cost you.

In short

StackViewer connects to Webull through SnapTrade using a read-only link. It imports your stock, ETF and options positions, your filled trade history, cash balances and dividends, then merges them with your other brokers into one portfolio. From there it analyses the decisions behind the numbers — entry and exit timing, opportunity cost, and the patterns in how you trade. One honest caveat up front: StackViewer syncs three times a day with values refreshing about every 30 minutes, so it is built for investors holding across months and years, not for the intraday options scalping a lot of Webull accounts do. Connecting Webull is free.

What syncs from Webull

Positions

Your open equity and ETF positions, including fractional shares, plus your open options positions with strike, expiry and side. Quantity, average cost and current value all come across.

Trade history

Filled buy and sell orders and options fills, with price, quantity and timestamp. Historical trades can be pulled on the initial connection so your journal is not blank on day one.

Cash & balances

Settled and available cash in your Webull brokerage account, so your true cash-plus-invested total is accurate rather than counting only the equity leg.

Dividends

Cash dividends land in your transaction history and feed the combined dividend calendar and income view across all your connected brokers.

What does not come across: live intraday quotes and Nasdaq Level 2 order-flow data; anything from a Webull paper-trading account; and positions held in Webull's separate futures, crypto and event-contract (prediction market) books, which sit outside the equities/options brokerage the read-only link covers. Short-sale and cover trade types can also import inconsistently, so verify open short positions by hand.

Sync runs three times a day and position values refresh about every 30 minutes during market hours. StackViewer is not a real-time tool and is not built for day trading — a point that matters more for Webull than for most brokers, and one we return to below.

What Webull's own reporting doesn't show you

Webull is a genuinely strong active-trading platform — commission-free equities, $0 contract fees on equity options, thirteen predefined options strategies, deep charting and Level 2 data — and its NYC-headquartered US arm has built a base that leans heavily into options. What it is less good at is telling you whether all that activity is actually working. The app shows you today's P&L and an unrealised gain figure per position, but it does not give you a time-weighted return that strips out your deposits and withdrawals, and it does not judge the quality of an options trade beyond whether it finished green or red. A covered call that capped a runaway winner and an oversized long call that expired worthless can look similar in a running total; they are very different decisions.

StackViewer rebuilds each closed position — equity or options — as a decision with an entry, an exit and an outcome, then layers 15+ risk metrics on top: Sharpe, Sortino, Alpha, Beta, Max Drawdown and Value at Risk among them. On an options-heavy account that reframing is where the real lessons hide: which strategies you make money on, how expiry timing affects your win rate, and how much of your return comes from a handful of trades versus the grind. The behavioural layer then lets you tag each trade with the reason, conviction level and emotion behind it, so over a quarter you can see whether your high-conviction options entries actually outperform the ones you took out of boredom or FOMO.

Also use Robinhood?

Plenty of US options traders run Webull and Robinhood side by side — Webull for the charting, Level 2 data and multi-leg options tools, Robinhood for the simpler equity buys and the accounts they have held longer. The problem is that neither app knows the other exists, so your real exposure and your real return are split across two screens you add up in your head. Connect both and StackViewer produces a single time-weighted return across the two accounts, a combined diversification score, and one dividend calendar — rather than two apps you mentally add together.

How the combined multi-broker view works →

WHAT ACTUALLY HAPPENS WHEN YOU CONNECT You click “connect” Your broker's own login page password typed here read token StackViewer reads positions & trades Cannot place trades move money see credentials revoke at your broker, any time, one click The token is issued by your broker and scoped to reading. Trading permission is never requested, so it cannot be granted — by us, or by anyone who compromised our systems.
Your credentials are typed on your broker's own site and never reach StackViewer. What comes back is a read-scoped token — trading permission is never requested, so it cannot be granted.

Is it safe to connect Webull?

The connection is read-only OAuth through SnapTrade. You log in on Webull's own site — and, because of Webull's own authentication setup, you enter your trade PIN there too — so StackViewer never sees your credentials or your PIN and never stores them. The token that comes back is read-only: StackViewer can read positions and history and nothing else. It cannot place a trade or move a dollar, and no trading permission is requested at any point. (The SnapTrade Webull integration is technically capable of trading with explicit user consent; StackViewer never asks for it.) You can revoke access from inside Webull whenever you want.

Data is encrypted with AES-256 at rest and TLS 1.2+ in transit, authentication runs on AWS Cognito with optional TOTP MFA, and you can export everything to CSV or delete your account at any time. Full detail on the security page.

Which other brokers can you connect?

StackViewer supports 31 brokers. Search for the others you use:

Frequently asked

Is it safe to connect Webull to StackViewer?
Yes — read-only OAuth through SnapTrade. You log in on Webull's own site with your credentials and trade PIN; StackViewer never sees them and cannot trade or move money. Revoke it from Webull in one click.
Can StackViewer place trades on my Webull account?
No. StackViewer requests a read-only token, so trading permission is never granted — even though the SnapTrade Webull integration is technically capable of trading with consent.
How often does Webull data sync?
Three times a day, with position values refreshed roughly every 30 minutes during market hours. If you trade options intraday, StackViewer will lag your activity — it is a review tool, not a live P&L screen.
Is the Webull integration free?
Yes, on the free plan, with no credit card.
What Webull data does StackViewer import?
Your equity, ETF and options positions, filled trade history, cash balances and dividends. Live quotes, Level 2 data, paper-trading accounts and Webull's futures, crypto and event-contract books are not imported.

See it working before you connect anything

The live demo is a real portfolio with six months of history and every analysis screen populated. No signup, no email, no broker connection.

See the live demo or connect Webull free

No credit card · Read-only access · Free forever plan

StackViewer is not affiliated with, endorsed by, or sponsored by Webull. Webull and its logo are trademarks of their owner. Broker connectivity is provided through SnapTrade and the available data depends on what Webull exposes; details verified 17 June 2026 and subject to change. Not financial advice.