Broker guide
Webull wheel tracker: import your CSV
Webull exports an Orders CSV from its desktop and web clients. ThetaRecap reads your filled equity orders from it today. Options-lifecycle chaining for Webull is on the roadmap, and this format has not yet been validated against a live export — treat it as beta and check the numbers against a real file.
Export the CSV from Webull
- 1Open the Webull desktop or web client and go to your Orders history.
- 2Set the date range you want to import.
- 3Export the orders to CSV.
- 4Upload the CSV to ThetaRecap; the raw file is stored immutably before parsing.
What ThetaRecap reads
- Filled and partially-filled equity orders (using the filled quantity)
- Symbol, side, filled quantity, and average fill price
- Filled time, with its EDT/EST zone abbreviation handled
Equity import today. Webull's export is order-level rather than per-execution, so a multi-fill order arrives as one row at its average price, and commissions are not itemized (fees import as zero). Full options-lifecycle chaining is planned; for the complete wheel today, Tastytrade, Schwab and IBKR are the options-aware imports.
Good to know
- This parser was built from Webull's documented export layout and has not yet been validated against a live file. Verify your import against a real export, and send us a sample if something looks off — it becomes a test fixture.
- Only rows with status Filled or Partially Filled become fills; cancelled, pending and rejected orders are skipped.
- There is no execution id in the export, so ThetaRecap deduplicates by content and occurrence — re-uploads will not double-count.
ThetaRecap parsers are deliberately loud: in an ambiguous case they stop with a clear error rather than silently skipping a row. And because your raw file is stored immutably, a parser fix re-runs against your original upload — you never re-export to recover.
Import your Webull history free.
CSV in, campaigns out. No brokerage credentials, ever.
No card required. Free while we are in public beta.