Automate Webull reporting

What I mean by automating Webull

Automating Webull, the sensible way, means a bot pulls your own account data into a sheet. Your positions and their values, the prices on your watchlist, your statements, your tax documents. It reads what you can already see when you log in, and gathers it where you can work with it. It is reporting and tracking, not trading.

Automate the tracking, not the trades

There is a version of this you should not build. Pointing a bot at a brokerage to place trades on its own is a real way to lose real money, fast, and it is not something I would help you set up. Automated trade execution carries risk that a landing page cannot wave away, and it is not what this is for.

What is safe and useful is the reporting. Your positions, your watchlist, your statements, all sitting behind a login you have to open and read by hand. A bot can pull that into a sheet on a schedule, so you track your account without the clicking, and never place an order. Read and report, never trade. None of this is financial advice, it is just getting your own numbers out.

Who this is for

This is for the investor who wants their own account data in one place, not a trading bot. Tracking positions across accounts, watching prices, pulling statements at tax time. You want the numbers gathered, you do not want a script trading for you. No-coders and coders both, since you can build it without code and drop into code when you want.

How I'd approach it

Decide what you want to track, positions, watchlist, or statements, and have the bot read those screens and write them to a sheet on a schedule. Use your own logged-in session, and never enter your credentials into the bot itself. Keep it read-only, nothing that places or cancels an order.

Read your own data, write it to a sheet, leave the trading to you. I would lay out the first draft with Build with description.

Automate Webull reporting from a description

Describe the task in plain words in the Chrome extension and it builds the steps for you. Give it a few short lines, check what it made, and run it. Explore no-code.

Automate Webull reporting in code

Build with code. If you would rather script it yourself, this is the path. Explore code

import { chromium } from "playwright";

const browser = await chromium.connectOverCDP(
  `wss://cdp-lb.axiom.ai/?token=${process.env.AXIOM_API_KEY}`
);

try {
  const context = browser.contexts()[0];
  const page = context.pages()[0] ?? await context.newPage();

  // Your own account, using your logged-in session. Read-only.
  await page.goto("https://app.webull.com/positions");
  await page.waitForSelector(".position-row");

  // Read each holding off the page, no orders placed
  const holdings = await page.$$eval(".position-row", els =>
    els.map(el => ({
      symbol: el.querySelector(".symbol")?.textContent.trim(),
      qty:    el.querySelector(".quantity")?.textContent.trim(),
      value:  el.querySelector(".market-value")?.textContent.trim(),
    }))
  );

  console.log(holdings); // write these to your sheet
} finally {
  await browser.close();
}

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Build with a Claude skill

Build no-code or code bots with a skill.

Add the Claude skill and describe what you want to track. It builds the bot for you, no-code or code, reading your own account data into a sheet. Read-only, never trading.

Install the skillLearn more

What can you automate?

The tracking, never the trading. A couple of cases worth knowing first.

What I'd watch out for

This one is a brokerage behind a login, so the cautions matter more than usual. Here is what I would watch for.

Read-only, never trading

The bot reports, it does not place orders. Do not build trade execution. An automated trade gone wrong is real money lost, and it is not a thing to hand to a script.

Never put credentials in the bot

Carry your own logged-in session rather than storing a brokerage password in the automation. Your login is the last thing you want sitting in a bot's settings.

This is not financial advice

Gathering your own numbers is not advice, and neither is anything here. What you do with the data is your call, and worth talking through with someone qualified.

Use your own session

Sign in as yourself, store the cookies so the bot keeps the session, and repick anything that moves with the selector tool after an update.