About
WealthBee is an all-in-one trading journal designed to help traders analyze their trades, track performance, and gain valuable insights. This powerful tool is perfect for traders of all levels, from beginners to experienced professionals, who want to optimize their trading strategies and improve their overall performance. With WealthBee, users can simplify their trading journal and make data-driven decisions to achieve their financial goals.
Details
The following are some of the key features of WealthBee:
- Track investments and analyze performance with a fully featured FIFO positioning system
- View complex options strategies and their payoff
- Connect with major brokers, including Schwab, TastyTrade, Interactive Brokers, ETrade, Robinhood, Firstrade, Ally, and TD Ameritrade
- AutoSync feature for automatic trade and position import
- P&L tracking, including premiums, debits, fees, cashflows, and breakeven
- Trade journaling and analytics
- Near live pricing for stocks, indexes, options, cashflows, and futures
- Customizable dashboards with numerous insights
- Automated reporting for trades, cashflows, performance, and more
- Secure and reliable platform with industry-leading security measures
- Unlimited portfolios, uploads, trades,
