OptionsMetrics is now included free with every WealthBee plan — Learn more
Built for options traders

Track every option.
Master every trade.

The only trading journal that handles multi-leg chains, rolled positions, and strategy-level P&L — synced from your broker, reviewed in one workflow.

B
C
T
A
J
4.9/5 from 200+ options traders
platform.wealthbee.io
WealthBee Dashboard
Monthly P&L
+$12,480
AutoSync withInteractive BrokersSchwabTastyTradeRobinhoodETradeFidelityWebull
Why WealthBee

The journal that thinks like
an options trader

Chain & Roll Tracking

Group multi-leg options positions and rolls by underlying — see true chain-level P&L and lifecycle performance, not just individual legs.

Strategy-Level Analytics

Analyze win rate, risk, and expectancy by strategy. Know exactly which setups are working and which are quietly costing you.

Broker Auto-Sync

Import trades automatically from all major brokers. Attach notes, tags, and review checkpoints in one continuous workflow.

Product Tour

Everything in one place

Your trading command center

See portfolio-wide P&L, open positions, recent trades, and performance trends at a glance. Customisable to match your workflow.

Try it free
Dashboard
What traders say

Trusted by serious traders

Allows me to track P&L on a chain of positions that include option rolls on a specific underlying. Exactly what I was looking for.

B
Bart D.
Wheel strategy trader

Gives me an accurate summary and in-depth view of how I am trading and performing. Really solid product — the layout is excellent.

T
Todd S.
Covered calls & spreads

I have tried a number of trading journals. Most focus on day trading with little emphasis on options. This was a pleasant surprise.

A
Andy L.
Long-term options trader

I love how you can group strategies and see investments from different angles, filters, and time periods. Broker sync is seamless.

C
Colvaq.
Multi-strategy trader
Case Study

90-day execution
turnaround

A self-directed options trader switched from spreadsheets to WealthBee, using strategy tags, chain-level grouping, and weekly review workflows to tighten discipline across 90 days.

Outcomes self-reported by one active options trader. Results vary and are not investment advice.

Start your trial
Weekly review time
55m
-66%from 2h 40m
Missed roll adjustments / mo
2
-71%from 7
Rule-based exits followed
86%
+28 ptsfrom 58%
Losing weeks over 90 days
2
-60%from 5
Integrations

All major brokers, connected

AutoSync keeps your journal up to date automatically — no CSV exports, no manual entry.

Interactive BrokersInteractive BrokersAutoSync
Charles SchwabCharles SchwabAutoSync
TastyTradeTastyTradeAutoSync
RobinhoodRobinhoodAutoSync
ETradeETradeAutoSync
FidelityFidelityAutoSync
WebullWebullAutoSync
WealthsimpleWealthsimpleAutoSync
AI Import
Any Broker
Pricing

Simple, transparent pricing

14-day free trial. A credit card is required.

Best Value
$39.99/mo

$479.88 billed annually — save ~$120/yr.

You save $120 per year vs monthly billing.

Start 14-day free trial
Unlimited portfolios & trade imports
Multi-leg chain & roll tracking
Strategy-level P&L analytics
Broker AutoSync integration
Option payoff diagrams
OptionsMetrics (included free)
Advanced journaling & tagging
Custom dashboards & reports
Enterprise-grade security
Priority support + early feature access
Start 14 day free trial