Auto Import Trades

Auto import trades from Webull

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In this post, we will explore how to pair your TradesViz account with Webull. This post assumes that you have read the basics about auto importing in TradesViz.

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.

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

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 Nov 2022):

  • First, enter your username,  password, and device ID (see below) and click "Submit"
  • 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 a new field called device ID. This needs to be filled in along with the normal form submission. Below are the steps on how to get the device ID:

  • 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.

 

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].

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Published by TradesViz

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