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Webull Portfolio Tracking: Sync, Alerts and Honest Limits

By James Whitfield · · 8 min read

If you trade on Webull, your positions live in one app while the rest of your money lives everywhere else. This guide explains how PortfolioTrackr syncs your Webull portfolio read-only through SnapTrade, how server-side price alerts fire even with every app closed, and the honest plan limits you need to know before you start.

The problem: your Webull positions live in a silo

Most Webull traders also hold assets somewhere else. A 401(k) at one provider, a few long-term stocks at another broker, maybe Bitcoin (BTC-USD) on an exchange and some cash in a savings account. Webull shows you Webull, and nothing more.

That silo creates three real headaches for an active trader:

A portfolio tracker solves this by pulling your Webull trades into one dashboard that sits alongside every other holding you own. If you have never connected a broker before, our walkthrough on how to connect your brokerage account to a portfolio tracker covers the general flow.

What the Webull integration actually does

PortfolioTrackr connects to Webull through the SnapTrade bridge as a read-only link, authorized at Webull's own login screen. The connection can see your positions and trade history. It cannot place trades, move money or change anything in your Webull account.

Concretely, once connected you get:

Each connected broker gets its own read-only portfolio, and a connected account does not count toward your portfolio limit. The ALL PORTFOLIOS combined view then stacks your Webull holdings on top of everything else you track, in one total.

Server-side price alerts that fire with every app closed

The alert engine runs on PortfolioTrackr's servers, not inside an app on your phone, so alerts fire even when Webull and PortfolioTrackr are both closed. This is the piece active traders care about most.

Every position and every watchlist level is checked once a minute while the market is open, and around the clock for crypto. Closed markets are skipped, so stocks and ETFs are not checked overnight, at weekends or on exchange holidays. When your level is hit, you hear within a minute.

Alerts are price levels only. On each position card you can set:

On a watchlist entry you set a price above or below. There are no news, earnings, analyst-rating or percentage-move alerts. PortfolioTrackr reports status against your own levels (still below target, Target 1 reached, stop-loss level reached). It does not tell you what to do with the position.

How to set up Webull sync step by step

Connecting Webull takes about two minutes and happens entirely through Webull's own authenticated login. You never share your Webull password with PortfolioTrackr. Here is the full flow:

  1. Open PortfolioTrackr on a Pro or Lifetime plan (the honest reason for this is covered below).
  2. Go to Add portfolio and choose Connect a broker.
  3. Select Webull from the SnapTrade broker list.
  4. You are handed to Webull's own login screen. Authenticate there, including any two-factor step.
  5. Approve the read-only data permission SnapTrade requests.
  6. Return to PortfolioTrackr. Your positions and trade history import into a new dedicated Webull portfolio.

From there, auto-sync keeps the portfolio fresh about every 15 minutes. If you also run accounts at other brokers, you can combine them the same way described in our guide to one dashboard for Alpaca, IBKR, Schwab and Robinhood.

What you see once it is working

Once synced, your Webull holdings appear as position cards inside a dedicated portfolio and roll up into your combined totals. Each card shows the live market price, your cost basis from the imported purchase dates, and current profit or loss.

Day to day, you get:

If you hold assets priced in other currencies, PortfolioTrackr converts across 100 currencies and breaks out currency gain or loss as its own line, so a US-dollar move and a foreign-exchange move never get tangled together.

Alerts across five channels

When a Webull position reaches a level you set, PortfolioTrackr can notify you across push, email, WhatsApp, Telegram and SMS. The channel availability depends on your plan:

ChannelFree trial & StarterPro & Lifetime
PushYesYes
EmailYesYes
WhatsAppYesYes
TelegramYesYes
SMSNoYes

A recurring alert repeats for the same target at most once every 5 minutes, so a price that hovers at your level will not flood your phone. The watchlist carries 10 tickers on the free trial and Starter, and 50 on Pro and Lifetime.

The honest limits you need to know before you start

Webull connects through SnapTrade, and SnapTrade brokers require a paid Pro or Lifetime plan. They are not available on the free trial or the Starter plan. This is the single most important thing to understand before you try to connect Webull.

The specifics, stated plainly:

By contrast, Alpaca, Bybit and Interactive Brokers connect directly on every plan, including the free trial. If you want to test automatic broker sync without paying first, those three are the way to do it, and our Interactive Brokers tracking guide walks through one of them.

What always works, on every plan

Even without a broker connection, you can track Webull holdings by hand on any plan. Manual entry, voice, text, CSV import and broker screenshots work on the free trial and Starter too. The automatic 15-minute sync is the convenience you pay for, not the only way in.

Who this is for, and who it is not for

The paid Webull sync is built for active traders who want hands-off tracking and server-side alerts across several accounts. It earns its place if you match the first list more than the second.

This is a strong fit if you:

It is probably not worth it yet if you:

If you are comparing tools before committing, our data-driven portfolio tracker comparison lays out how the options stack up on real features rather than marketing claims.

The bottom line

PortfolioTrackr pulls your Webull positions in read-only through SnapTrade, syncs about every 15 minutes, and surrounds them with server-side price alerts that fire with every app closed. The trade-off is honest: Webull sync needs a paid Pro or Lifetime plan, it pauses and is removed after 7 days without one, and disconnecting clears the imported positions.

If you want to try automatic broker sync first without paying, start with Alpaca, Bybit or Interactive Brokers on the free trial, then add Webull once you move to Pro or Lifetime. Either way, your Webull trading finally sits in the same view as everything else you own.

Frequently asked questions

Does PortfolioTrackr connect to Webull?

Yes. PortfolioTrackr connects to Webull read-only through the SnapTrade bridge, authorized at Webull's own login screen. It imports your positions and trade history with purchase dates and auto-syncs about every 15 minutes. The connection cannot place trades or move money.

Is Webull sync available on the free trial?

No. Webull connects through SnapTrade, which requires a paid Pro or Lifetime plan. A free or promotional Pro month does not count. Alpaca, Bybit and Interactive Brokers connect directly on every plan, including the free trial, if you want to test automatic sync first.

Do Webull price alerts work when the app is closed?

Yes. PortfolioTrackr's alerts run server-side, so they fire even with Webull and PortfolioTrackr both closed. Positions are checked once a minute while the market is open, and around the clock for crypto. You hear within a minute of your Target 1, Target 2 or stop-loss level being reached.

What happens if I stop paying for Pro?

Without an active paid Pro or Lifetime plan, your Webull SnapTrade connection pauses and is removed after 7 days unless a paid plan is active by then. Disconnecting removes Webull's imported positions. Any holdings you entered manually or by CSV stay in your account.

Can I track Webull holdings without connecting the account?

Yes. Manual entry, voice, text, CSV import and broker screenshots work on every plan, including the free trial and Starter. You can add Webull positions by hand or from a screenshot without a paid plan. The automatic 15-minute sync is the paid convenience, not the only option.

James Whitfield
James Whitfield covers broker connections, data security and the mechanics of portfolio tracking at PortfolioTrackr: getting your positions in accurately and keeping them safe.
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