The Best Webull Portfolio Tracker: 50+ Features Beyond Webull's Positions Page
Your money stays at Webull. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with eligible Webull and Webull Canada connections.
Webull Portfolio Frustrations Are Real
According to discussions on Bogleheads, StockBrokers.com reviews, and investor forums, these issues have been reported by Webull users. If any sound familiar, you're not alone.
Confusing P&L Calculations
Webull's profit and loss calculations "are estimates provided solely for informational purposes" and "may not represent your actual account profit and loss." Users report getting dramatically different returns compared to simple calculations, with no option to choose between time-weighted, money-weighted, or other methods.
Cost Basis Errors After Transfers
After transfers, cost-basis records can require verification and cleanup depending on how data is delivered by the brokerage and transfer process. Stock Unlock gives you a clearer place to review holdings, transactions, and performance in one workflow.
Limited built-in dividend income forecasting
Webull shows pending dividends but has no tools for projecting future dividend income. No forward-looking dividend calendar, yield-on-cost tracker, or 12-month income projection. Multiple third-party trackers specifically market this gap.
Limited built-in multi-broker consolidated view
Webull's native experience is primarily focused on Webull accounts, so investors using multiple brokerages often rely on external portfolio aggregation tools for a unified view.
Bare-Minimum Portfolio Analysis
Independent reviews often describe Webull's native portfolio page as trading-focused rather than analytics-focused. Investors who want deeper diversification and risk breakdowns often use additional portfolio tools.
Limited Screener for Stock Discovery
Webull's screener is "functional but scaled back compared to peers, missing key growth and technical filters." The ETF screener is described as "essentially a glorified watchlist." Not useful for deep fundamental research.
Keep Webull. Upgrade Your Investment Workflow.
Trade and custody stay at Webull. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Webull handles brokerage execution
- Orders, fills, custody, and cash movement remain at Webull.
- You keep your existing Webull account workflows.
- Stock Unlock is not a brokerage.
Stock Unlock handles portfolio intelligence
- Portfolio health diagnostics and Stock Scores across holdings.
- Dividend forecasting with forward income visibility.
- Investment discovery with powerful screening workflows.
Stock Unlock vs Webull Portfolio Tools
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Webull shows basic dividend data. We show you the complete picture: 12 months of projections, past payment history, growth trends, and sustainability analysis.
- 12-month forward projections by month
- 35+ years of dividend history per stock
- Dividend growth trends year-over-year
- All-time dividend payout history chart
- Payout ratio and sustainability scores
- And more in the live demo →
True Performance Tracking
Webull shows basic returns, but proper performance tracking that accounts for your deposits and withdrawals? That's where we come in. We give it to everyone, for free during your 15-day trial. See how your portfolio actually performed.
- Time-weighted return (compare against benchmarks fairly)
- Money-weighted return (see your actual dollar gains)
- Returns with and without dividends reinvested
- And more in the live demo →
Portfolio Health at a Glance
Most imported holdings in your Webull account get a Stock Score: visual indicators across 7 categories. Spot overvalued stocks, dividend risks, and quality issues before they become problems.
- Valuation, Profitability, Financial Health, Growth
- Dividends, Management, Analyst consensus
- Green is good, red means look closer
- And more in the live demo →
Every Portfolio Feature You Need
50+ portfolio features across 6 tabs. Here's what's included.
AI Portfolio Analysis
LLM-generated analysis of your portfolio with investment insights and recommendations.
Events Calendar
Earnings releases, dividend payments, ex-dividend dates, SEC filings, your transactions.
Combined Portfolio View
Merge multiple portfolios into one unified view. See total net worth across your linked accounts.
Copy & Test Scenarios
Duplicate portfolios and make edits to test different investment scenarios.
Sample Portfolios
Create demo portfolios with historical transactions to backtest strategies.
Portfolio Wrapped
Annual year-in-review with your best performers, trading stats, and highlights.
6 Diversification Views
Asset, industry, country, currency, exchange, and market cap breakdowns.
25+ Table Columns
Configurable position table with mini charts, scores, gains, and 12+ financial metrics.
Portfolio Metrics Widget
Weighted averages for P/E, dividend yield, ROE, margins, and more.
Insider Trading Activity
See when executives buy or sell shares in companies you own.
Position Notes
Add notes to any position. Remember why you bought and your thesis.
Multi-Currency Support
Track positions in different currencies with automatic conversion.
Track Your Webull Portfolio on Mobile
Unlike Wefolio, Stock Unlock works everywhere. Check your portfolio, dividend income, and Stock Scores from your phone. Native apps for iOS and Android with full feature parity.
Mobile app - Portfolio
How It Works (And What It Costs)
Unlike most platforms that make you pay before connecting, we let you try everything first.
Create a free account
Sign up with your email. No credit card required. You immediately get access to our free tier: watchlists, limited stock analysis, and manual portfolio tracking.
Connect Webull for free
Click "Connect Brokerage" and select Webull. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your holdings, transactions, and dividends sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber.
Your data stays with you forever
After 15 days, automatic syncing pauses, but your portfolio data stays. You can continue tracking manually for free, or upgrade to Pro ($9/month) to keep auto-sync running.
Why We Do It This Way
Most portfolio trackers want your credit card before you connect a brokerage. We're confident enough in our product that we flip that model. Connect first, see the value, then decide if it's worth $9/month to you. We have a 30-day money-back guarantee too.
"Webull is great for trading, but their portfolio analysis is basically nonexistent. Stock Unlock lets me see actual performance data, dividend projections, and portfolio health scores. It's everything Webull should include but doesn't."- Webull user & Stock Unlock customer
Secure, Read-Only Access
Stock Unlock connects to Webull through SnapTrade, a financial data aggregator trusted by investment platforms worldwide.
Credentials never touch our servers
You authenticate through SnapTrade's secure flow. We only receive read-only connection access needed for portfolio data.
We can't trade or move money
Stock Unlock can only view your holdings and transactions. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from Webull's third-party permissions.
Full transaction history
Historical coverage depends on the brokerage connection and data made available through the provider. For many users, this includes extensive transaction history.
Frequently Asked Questions
Does Stock Unlock work with my Webull accounts?
Is it safe to connect my Webull account?
What's free vs. paid?
Can I track Webull alongside other brokerages?
How often does my Webull portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Webull account later?
What if I don't want to connect my brokerage?
Will Stock Unlock preserve my correct cost basis from Webull?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Webull Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Webull free. Keep your data forever.
Connect Webull FreeNo credit card required. 30-day money-back guarantee on paid plans.