In this post, we will explore how to pair your TradesViz account with Webull.
Once you select your trading account and broker as "Webull" on the trade auto-import page, a popup box will appear when you click on the "Connect account" button.
New instructions (IF you are able to access API Management) (updated: Feb 2023):
First, apply for API access via Webull by following these links:
- For US customers: https://developer.webull.com/api-doc/prepare/api_apply
- For HK customers: https://developer.webull.hk/api-doc/prepare/api_apply
After you get the approval, you need to get the API key and secret by registering an application. The instructions are in the same link mentioned above. Here are the steps for your convenience:
- Login into your Webull dashboard Go to "API Management" and click "Application Management"/"Application Mgmt"
- Enter your application name as "TradesViz" and click the box " I have read and accept the agreement" to register the application.
- After the registration is complete, you need to click "Generate Key" to generate the key. During the key generation process, SMS verification code and transaction password verification are required. (The default validity period of key generation is 1 day)
- After the App Secret expires, you can click "Reset Key" to reset the App Secret. Before resetting, you can click "Modify" to modify the validity period of the key. The maximum validity period can be selected for 7 days.
- After you get the API key and secret, enter it in the connection box in TradesViz by selecting "Webull (new)" as the connection in the auto-import page.
Alternative instructions:
Unlike the other auto-connections, this is a little different in the sense that you have to use your username/password once OR you have the option to directly input the token information in TradesViz. We will explore both methods.
Login method (Suggested method for most users)
If you are not comfortable with messing with developer tools in chrome, this is the only option you have. If you are ok with slightly technical instructions about navigating in the developer console, you can choose the Token copy-paste method.
Instructions (Updated May 2023):
- Enter the access token and device ID (see below on how to get the 2 fields) and click "Submit"
- You can ignore the username/password field
- Now enter the 2-FA code/OTP and optionally the answer to the security question if you have set it and click "Submit" again
- If authentication was successful, an access token and refresh token will be stored and used for fetching trades in the future. Your username/password/answer are never stored on our servers.
NOTE: ADDITIONAL STEP REQUIRED FROM Nov 2022:
You will see 2 new fields called device ID and access token.
Below are the steps on how to get these IDs:
- Open an incognito Google Chrome window
- Press Ctrl+Shift+J or right-click anywhere on the page and click "Inspect" and you should see a developer's console open on the right side.
- Expand the developer's console so that you see the "Network" tab at the top and click it
- Now visit https://app.webull.com/watch
- Log in normally using username/password and once the watchlist/your account page loads, look for "v2" under the "Name" column in the Network tab of the console and click it - you can search for "v2" using the search box at the top:
- After clicking on "v2" entry, scroll down in the headers tab till you find "did" entry and copy this ID and paste it in the connection box in TradesViz and do the same for access_token entry.
Token copy-paste method
If you do not want to share your username or password, you can choose this method. But the instructions are a bit involved.
- Open an incognito Google Chrome window
- Press Ctrl+Shift+J or right-click anywhere on the page and click "Inspect" and you should see a developer's console open on the right side.
- Expand the developer's console so that you see the "Network" tab at the top and click it
- Now visit https://app.webull.com/watch
- Log in normally as you would and once the watchlist/your account page loads, look for "account" under the "Name" column in the Network tab of the console and click it
- Once you have selected the "account" row, click on the "Response" tab on thr right side
- Copy the content fully (it starts something like "{"extInfo": ...") and paste it in the "Webull Token Info" box and click submit
This does not contain any username or password info. In fact, the first method's (username/password input) result is what you are copying directly in the token-based method. This info is what is stored on your TradesViz account so that trades can be fetched whenever you want and also automatically.
If you have any questions about the integration/linking process, please let us know by emailing us at [email protected].