Can I connect Webull to Notion?

Yes. Connect your Webull accounts through Finta, choose what to sync, and connect Notion.

Does Webull cost basis sync to Notion?

Yes, when Webull reports it. Finta writes each position's total cost basis to the Cost Basis field. If Webull doesn't report one for a position, that field stays empty.

Can I track Webull options in Notion?

Option positions sync as holdings. The contract details are optional Securities fields, so add them first. Open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. Those fields fill in when Webull reports the contract.

Only crypto that Webull reports as a holding. Finta sets its security type to cryptocurrency. Coins you hold at a separate exchange aren't part of this connection.

Does Finta move money or change my Webull account?

No. Finta cannot move money or change your account through the financial connection.

Supported connection

Sync Webull to Notion

Connect Webull through Plaid and keep your holdings, securities, and trades in Notion databases that Finta creates and keeps current.

Connect Webull to Notion See what can sync

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Webull

Finta

Notion

Region: United States
Connection: Plaid
Sync timing: Varies by connection

Available data

What Webull data you can sync to Notion

Finta can sync the kinds of data below. What you get depends on the accounts you connect.

Transactions: Sort, filter, categorize, and use transactions in the destination you choose.
Investments: Use holdings and investment activity when the connected account provides them.

In Notion

Your Webull data, inside your Notion workspace

Pick a Notion page, or create one. Finta adds a database there for each kind of Webull data you choose and keeps it current. The fields depend on the accounts you connect.

Notion integration

Holdings and trades

Your Webull holdings and trades in Notion

Finta writes three databases: Holdings, Securities, and Investment Transactions. Quantity, every trade, and cost basis (when Webull reports it) come from Webull. Each holding links to its security, which carries the symbol and close price.

Holdings: Summary, Account, Security, Quantity, Cost Basis, Base Currency, and Last Update. One page per position in each account. Market value and gain or loss aren't synced fields. Add a rollup of the security's Close Price and a formula to calculate them.
Securities: Symbol, name, security type, and the last close price with its date. Option details are optional fields. To get them, open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. They fill in when Webull reports the contract.
Investment Transactions: Date, security, quantity, price, amount, fees, and currency for each buy, sell, dividend, fee, and transfer. The subtype tells a dividend from a dividend reinvestment, a contribution, or an interest payment.

Keep a history, not just today's positions

Finta keeps one Holdings page per position and updates it in place. Sell a position and its page stays, with Quantity set to 0, as long as the account still holds something. If you sell everything in an account, its old pages keep their last values, and Last Update shows when each one last synced.

For value over time, add Balance History. Finta stores each account's balance once a day and adds a dated page, so you build a daily record of what each Webull account was worth.

Setup

Three steps to connect Webull to Notion

1
Connect your Webull account in Finta.
2
Choose what to sync.
3
Connect Notion and pick where the data goes.

Timing and limits

Sync timing varies by connection and destination

Your source connection decides when new data is available. Finta syncs supported updates according to the source connection and Notion behavior.

Source and destination permissions

Plaid handles sign-in, so Finta doesn’t receive or store your Webull password. The financial connection is read-only. Finta cannot move money. Writing into your Notion workspace is a separate permission you give Notion.

More ways to use Webull data

MCP

Use Finta-stored Webull data from a compatible AI client.

Explore Finta MCP

API

Read Finta-stored Webull data from your product, scripts, or workflow.

Read the API docs

MCP and API require Storage Mode.

Webull to Notion questions

Can I connect Webull to Notion?: Yes. Connect your Webull accounts through Finta, choose what to sync, and connect Notion.
Which Webull data can I use?: Transactions and Investments may be available. What you get depends on the accounts you connect, and available fields depend on that connection.
Does Webull cost basis sync to Notion?: Yes, when Webull reports it. Finta writes each position's total cost basis to the Cost Basis field. If Webull doesn't report one for a position, that field stays empty.
Can I track Webull options in Notion?: Option positions sync as holdings. The contract details are optional Securities fields, so add them first. Open the Securities table settings in Finta and use Add Field to add Option Contract Type, Option Expiration Date, Option Strike Price, and Option Underlying Ticker. Those fields fill in when Webull reports the contract.
Does crypto show up?: Only crypto that Webull reports as a holding. Finta sets its security type to cryptocurrency. Coins you hold at a separate exchange aren't part of this connection.
Does Finta move money or change my Webull account?: No. Finta cannot move money or change your account through the financial connection.