The Trading Journal for Webull Traders and Investors

Webull traders know their way around a chart. Level 2 data, technical indicators, paper trading built in - the platform is genuinely good for analyzing the market before a trade. After the trade, though, the tools drop off sharply. Order history tells you what filled. It doesn't tell you what it means.

TraderInsight.pro is the trading journal that picks up where Webull's history tab leaves off. Import your Webull trades and get performance reports, AI analysis, strategy tags, and a P&L calendar - all built around your real data. Works with stocks, options, and crypto.

Why Webull traders use TraderInsight.pro

Webull's order history is useful for verifying fills and reviewing specific trades. What it won't do is tell you whether your gap-and-go strategy has a positive expectancy, whether your crypto trades outperform your equities on a risk-adjusted basis, or why your Friday afternoon trades tend to go wrong.

That requires tagging, filtering, aggregation, and reporting across your full history - exactly what a proper trading journal provides. The comparison reports in TraderInsight.pro are particularly powerful for Webull traders who run multiple strategies or asset classes: stack them side by side and see the truth in the numbers.

Most Webull users end up either ignoring their performance data entirely or building clunky spreadsheet workarounds. Neither of those scales. If you're serious about improving, you need a journal that tracks everything and actually surfaces patterns in your behavior.

What does TraderInsight.pro support from Webull?

TraderInsight.pro supports Webull's order export (the Order Records file emailed after you request an export). Supported types include stocks, options, and crypto - new types are added regularly.

How to export from Webull

Webull's export function lives in the mobile app (not the desktop platform).

Step 1: Open the app and go to Account Log into the Webull mobile app on iOS or Android. Tap your profile icon or the account area at the bottom.

Step 2: Navigate to History Tap the History tab from the navigation options within your account. Make sure you're on History, not Orders - they're different views.

Step 3: Filter your data Tap Filter and configure two things:

• Under Select Time, pick your date range. Choose Custom if you want a specific period. Always import the oldest data first to avoid conflicts.
• Under Order Status, select Fully Filled to capture only executed trades.

Tap Done to apply.

Step 4: Request the export Tap the download icon in the top-right corner of the History screen, then tap Submit. Webull will email the export file to your registered email address - typically within a few minutes.

Look for a file labeled Order Records in the email. That's your stock and options trade history. Download and save it.

How to import into TraderInsight.pro

1. Go to the Import page.
2. Drag and drop the file from your email - or click to browse.
3. Done.

Stocks, options, and crypto are all recognized and imported.

How to use your Webull data to improve

How to find your most profitable strategy on Webull

Use strategy tags to label every trade by setup - gap-and-go, momentum continuation, reversal, breakout, or whatever categories match how you actually trade. Once you have 30–40 tagged trades, performance reports show win rate, average R:R, and total P&L filtered to each setup. Most traders discover that two or three setups are carrying the account while others drag it down.

How to spot daily and weekly performance patterns

Pull up the trading calendar immediately after import for a visual snapshot of your daily P&L. Profitable clusters and consistent loss days become visible fast. For day traders trading high-volume sessions on Webull, this view often surfaces overtrading patterns that are invisible in a list of fills.

How to compare equities, options, and crypto performance

The comparison report lets you stack any two filtered segments of your history - your stock trades versus your options trades, your crypto positions versus your equity positions. Webull traders who operate across asset classes often find the performance split is dramatic and unexpected.

How to document your reasoning and build a learning record

Trade notes tie written context, screenshots, and reasoning directly to each trade record. Over time, this becomes a searchable history of your decision-making - the kind of record that lets you review a losing trade and understand whether it was a process failure or just variance.

How to use AI to surface patterns in your Webull history

AI analysis answers plain-English questions about your trade data - "What's my win rate on afternoon trades versus morning trades?" or "Which stocks have I traded most profitably?" - using your real Webull history. No manual data prep needed.

Mobile access

The TraderInsight.pro mobile app gives full feature parity on iOS and Android - the same reports, tags, notes, and AI available on desktop. Add post-session notes from your phone right after the close.

Frequently Asked Questions