Webull API integration & OpenFinance brokerage data services

1. Account & Connect OAuth module

Implements the Webull Connect OAuth 2.0 flow: authorization URL generation, PKCE, code exchange, refresh-token rotation and secure key vaulting. Used for onboarding retail users into PFM apps, fintech aggregators, and wealth-advisor dashboards.

2. Positions & balances sync

Polls or subscribes to account balance, buying power, cash and margin positions across stocks, options, futures and crypto sub-accounts. Outputs a normalized JSON schema compatible with common portfolio-management systems and Excel pivot reports.

3. Order & execution gateway

Wraps the Trading API for MARKET, LIMIT, STOP_LOSS, STOP_LOSS_LIMIT and TRAILING_STOP_LOSS orders with DAY and GTC time-in-force. Handles idempotency keys, partial fills, amendments and cancellation, and exposes a single REST surface your algo or OMS can call.

4. Statement & tax-export engine

Pulls monthly account statements, trade confirmations and year-end tax documents, parses them into line-item CSV, and pushes to S3, BigQuery or an ERP. Supports reconciliation against broker-reported figures and 1099-B / 1099-DIV mapping for US customers.

5. Market data & options analytics

Snapshots and Level-1/Level-2 streams via MQTT for US equities, plus options chain data for strategy builders. Nasdaq TotalView and OPRA feeds available when the customer holds Webull Premium entitlements.

6. Webhooks & event bus

gRPC-based real-time push (sub-50ms) for order status changes, margin calls, corporate actions and Vega AI alerts. We translate the stream into your Kafka or EventBridge topics with at-least-once delivery guarantees.

A. Multi-broker portfolio aggregator

Context: A PFM or wealth app wants to show a consolidated view of Webull alongside other US brokers. We use Webull Connect (OAuth 2.0) to obtain read-only scopes, pull /account/positions, /account/balance, and /orders/history, and normalize to FDX-style OpenFinance position and transaction schemas so the aggregator can reuse existing PSD2/FDX pipes.

B. Statement-to-ledger automation

Context: A family office reconciles monthly P&L across dozens of investment accounts. We schedule a nightly job that retrieves Webull monthly statements and trade confirmations, parses them with a deterministic schema, and posts journal entries into NetSuite or QuickBooks with symbol-level mapping and fee normalization.

C. Options strategy backtesting pipeline

Context: A quant team wants live options chains with Greeks and historical order flow from their own Webull account to calibrate models. We expose an options-chain snapshot endpoint plus MQTT deltas, combine them with our user's executed orders, and emit Parquet batches into S3 for pandas / Spark consumption.

D. Futures risk & margin guard-rail

Context: A proprietary trading group trades CME futures on Webull and needs a pre-trade risk engine. Our order gateway intercepts each MARKET/LIMIT/STOP request, checks notional and margin headroom via /futures/account, and either forwards to Webull or rejects with a structured reason code.

E. Tax, audit and compliance export

Context: A tax-tech SaaS imports Webull data for end-of-year reporting. We map 1099-B line items and crypto (Webull Pay) cost basis into an IRS-ready schema, flag wash sales, and ship encrypted CSVs to the SaaS tenant with retention windows aligned to the customer's document-retention policy.

Deliverables checklist

• OpenAPI / Swagger specification covering every endpoint we expose
• Protocol and auth flow report (OAuth 2.0, API-key scheme, refresh-token handling)
• Runnable Python or Node.js source for account, positions, orders and statements
• Docker Compose stack for local sandbox testing and replay fixtures
• Compliance guidance pack (consent text, data-retention matrix, deletion flow)
• Handover session with your engineering and risk teams

Technical implementation (1/3): statement query

POST /api/v1/webull/statement
Content-Type: application/json
Authorization: Bearer <WEBULL_ACCESS_TOKEN>
X-Idempotency-Key: 2026-04-20-acct-77319

{
  "account_id": "WB-USD-77319",
  "from_date": "2026-03-01",
  "to_date":   "2026-03-31",
  "asset_types": ["EQUITY", "OPTION", "FUTURE", "CRYPTO"],
  "format": "json"
}

200 OK
{
  "account_id": "WB-USD-77319",
  "period": "2026-03",
  "transactions": [
    {"id":"TX-1","trade_date":"2026-03-04","symbol":"AAPL",
     "action":"BUY","qty":50,"price":178.42,"fees":0.00},
    {"id":"TX-2","trade_date":"2026-03-12","symbol":"/ES",
     "action":"SELL","qty":1,"price":5284.25,"fees":0.25}
  ],
  "summary": {"realized_pnl": 612.44, "fees_total": 0.25}
}

Technical implementation (2/3): options chain snapshot

GET /api/v1/webull/options/chain
  ?underlying=TSLA
  &expiry=2026-05-15
Authorization: Bearer <WEBULL_ACCESS_TOKEN>

200 OK
{
  "underlying": "TSLA",
  "spot": 294.17,
  "expiry": "2026-05-15",
  "calls": [
    {"strike":290,"bid":11.2,"ask":11.4,
     "iv":0.42,"delta":0.56,"oi":12430}
  ],
  "puts": [
    {"strike":290,"bid":7.0,"ask":7.2,
     "iv":0.44,"delta":-0.44,"oi":9820}
  ]
}

// Errors follow RFC 7807:
// 401 invalid_token, 429 rate_limited,
// 403 entitlement_required (e.g. OPRA).

Technical implementation (3/3): order event webhook

// gRPC push → forwarded to your HTTPS webhook
POST https://your-domain.com/hooks/webull/order
Content-Type: application/json
X-Webull-Signature: t=1713590400,v1=7c3...

{
  "event":"order.filled",
  "order_id":"ORD-8891",
  "account_id":"WB-USD-77319",
  "symbol":"NVDA",
  "side":"BUY",
  "qty":10,
  "avg_price":882.55,
  "status":"FILLED",
  "ts":"2026-04-20T13:45:11Z"
}

// Clients verify signature, dedupe on order_id,
// and ACK with 2xx within 5s or face retry (at-least-once).

Compliance & privacy

Webull Financial LLC is a member of SIPC and FINRA and is overseen by the US SEC; futures trading sits under the FCM Risk Disclosure regime, and Webull Pay LLC (NMLS ID 1886762) is separately regulated for crypto. Our integrations are designed to respect these boundaries: we never co-mingle securities and crypto data, we log every authorization event for audit, and we align data handling with GDPR for EU/UK residents and with the GLBA Safeguards Rule plus state laws such as CCPA/CPRA for US users. Where clients build products for retail customers, we can also layer in FDX OpenFinance data-sharing patterns for interoperable consent.

• Scoped OAuth tokens, least-privilege, short-lived (24h rotation)
• Consent ledger with timestamps, scopes, IP, and revoke endpoints
• Data minimization: only the fields your use case needs are persisted
• Encrypted at rest (AES-256) and in transit (TLS 1.2+)

Data flow / architecture

A typical Webull pipeline looks like this:

• 1. Client App — user consents via Webull Connect (OAuth 2.0) in your mobile or web UI.
• 2. Ingestion API — our gateway hits Webull HTTP endpoints for snapshots and keeps an MQTT/gRPC subscription for real-time updates.
• 3. Storage — normalized positions, orders and statements land in Postgres + object storage (S3/GCS) with a consent-scoped partition key.
• 4. Analytics / API output — your downstream services call our REST or GraphQL layer, or consume Kafka events, to drive dashboards, tax engines and algo traders.

About our studio

We are an independent technical services studio focused on mobile-app interface integration and authorized API work. Our engineers have shipped production systems for US broker-dealers, EU OpenBanking aggregators and APAC payments clients, and we bring that background to every Webull project. We do not resell Webull accounts or sell scraped data: every integration is built on top of the official OpenAPI or a customer-authorized protocol analysis, so the work you receive is both technically sound and fit to defend in an audit.

• Brokerage, payments, OpenBanking, and cross-border clearing expertise
• Enterprise API gateways, SOC2-friendly logging, and security reviews
• Python, Node.js and Go SDKs with comprehensive test harnesses
• Full pipeline: protocol analysis → build → validation → compliance handover
• Source-code delivery from $300 — you receive runnable source and full documentation; pay after delivery upon satisfaction
• Pay-per-call API billing — access our hosted endpoints and pay only for the calls you make, no upfront fee

Contact

Tell us your target app, the data you need, and the regions you serve. We typically reply within one business day with a scoped proposal and a delivery timeline.

Open the contact page

Engagement models at a glance:

Engagement workflow

1. Scope confirmation: integration surfaces (Connect OAuth, statements, options, futures, crypto).
2. Protocol analysis and API design (2–5 business days, complexity-dependent).
3. Build and internal validation against Webull sandbox and paper-trading accounts (3–8 business days).
4. Docs, client samples, test cases and a handover session (1–2 business days).
5. Ongoing SLA options: maintenance, monitoring and response to upstream API changes.

FAQ

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How long does delivery take?

How do you handle compliance?

Can you integrate Webull alongside other brokers?