Swing Trading Journal for Webull | Excel Trading Journal with Webull CSV Import & Position Sizer

Stop retyping your Webull trades. Export your orders from Webull as CSV, paste them into this workbook and its formulas turn every filled order into a clean round-trip trade. Scale-ins, partial exits and shorts are handled. Then paste the trades into a swing-trading journal that calculates P&L, R-multiples, holding days and return on cost.

In Webull, use Export Orders (desktop: the Orders widget menu; mobile: Account, then History). Webull emails the CSV. The importer reads Symbol, Side, Filled, Avg Price and Filled Time by header name. Cancelled, failed and unfilled orders are skipped. No macros, add-ins, logins or subscription, and your data never leaves your file.

The column layout is taken from public sources on the Webull export format (official help or developer pages and public sample files, listed in the User Guide). If Webull renames a column, type the new header on the Import Setup sheet; nothing else needs to change.

It also has a built-in position-size calculator. Enter your entry, stop and target to get shares, position value, % of account and reward:risk, capped by your max position size. The portfolio heat table pulls your open trades from the journal and warns you before total open risk goes over your limit.

The dashboard updates itself: net P&L, win rate, profit factor, expectancy in R, payoff ratio, max drawdown, an equity curve, and P&L by month, setup, weekday and side. A 'cost of mistakes' table shows what chasing entries or moving stops really cost you.

It comes with 22 fictional example trades, a fictional sample Webull file to practise the import (46 executions, 22 trades) and a 9-page PDF guide with a step-by-step import walkthrough.

What's included

• Rangefolio-Swing-Journal-Webull.xlsx (11 sheets: Start Here, Settings, Trade Journal, Dashboard, Position Sizer, Webull Import, Import Setup, Import Results, Lists, plus 2 protected helper sheets)

• sample-webull-orders.csv (fictional sample, 46 executions / 22 trades)

• User-Guide.pdf (9 pages: setup, Webull export walkthrough with public format sources, importing, journaling, sizing, dashboard, troubleshooting)

Who it's for

• Stock and ETF swing traders who use Webull

• Traders who think in R-multiples and want to know their real expectancy

• Anyone who wants a risk-first routine: size every trade and cap total portfolio heat

• People who prefer a spreadsheet they own to a monthly journaling subscription

File formats and compatibility

• Microsoft Excel .xlsx workbook, sample CSV and PDF user guide, delivered as one zip

• Built for Microsoft Excel 2019/365 (.xlsx, no macros). Tested in LibreOffice Calc. Google Sheets import is possible but not officially supported.

• Formulas only: no macros or VBA, no add-ins, works offline

• Instant digital download; no physical item is shipped

FAQ

Q: Does it connect to my Webull account?

A: No. Nothing logs in or syncs. You export a file from your broker, open it and paste it in. Your data stays in your own file.

Q: Does it handle partial exits and scaling in?

A: Yes. Fills are grouped from flat to flat for each symbol. Adds are averaged into the entry price and partial sales into the exit price. A trade stays marked Partial until it's fully closed. Short trades are supported.

Q: Are fees imported?

A: Webull's order export has no fee column, so imported fees are 0. Add any fees in the journal's Fees column.

Q: How is this different from the IBKR version?

A: It's the same journal, sizer and dashboard. Only the import sheet differs: this one reads Webull's export instead of an Interactive Brokers Flex Query. You only need the version for your broker.

Q: Is this financial advice?

A: No. It's a record-keeping and calculation tool for education only. It doesn't recommend any trade. All example data is fictional.

Not affiliated with or endorsed by Webull.

Disclaimer: For educational and record-keeping purposes only. Not financial, investment, tax or trading advice. Trading involves substantial risk of loss. Example data is fictional. Webull is named only to describe file compatibility. Not affiliated with or endorsed by Webull. Export formats are based on public documentation and can change.