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webull import issues

Feature Request

the import tool doesn’t work for scenarios that aren’t BUY XX shares, SELL XX shares.

  1. say i buy 100, buy 100, sell 200. this will not import at all. all 3 of these trades will be skipped entirely.

  2. say i buy 100, and don’t sell them; i’m holding the shares. this trade will not be imported as an open position. it will be skipped entirely. i have to enter open positions manually.

this has caused my tracking to be off considerably compared to my broker’s records. it’s very hard for me to find the gaps and fix them manually.

i don’t know if this is limited to just import for webull records, or if this is a core problem with the product in general. i hope this can be fixed as i just bought a year sub. thanks!

Posted by ronaldpwilson ·
Status: Completed5 comments

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Comments5

  • My PnL

    Team•

    Jun 16

    Resolved: Webull import has been improved.

    The importer now supports partial entries, multiple buys/sells, merged closes, and open positions. Trades like buy 100 + buy 100 + sell 200 are now grouped correctly, and holdings without an exit are imported as open positions instead of being skipped.

  • My PnL

    Team•

    May 19

    Thanks for reporting this issue and for explaining the scenarios so clearly. We understand how frustrating it is when imports skip trades like partial buys/sells or open positions, especially when it causes your tracking to differ from your broker records.

    We’ve noted this carefully, and we’ll be starting work on improving the import logic for these cases. Development and testing for trade import systems can take some time, so we really appreciate your patience while we work on a proper fix.

    Also, thank you for supporting us with a yearly subscription , feedback like yours helps us improve the product for everyone.

  • ronaldpwilson

    •

    May 19

    i haven’t gotten any feedback from the support team, yet. looks like they are reviewing it again. it would be helpful if either of us could attach a sample file that illustrates the problem for them.

  • Gavin Clarke

    •

    May 17

    I’ve had the same problem with Thinkorswim. have they sorted it yet for you?

  • ronaldpwilson

    •

    May 14

    is this already a known issue? is there another ticket i can follow?