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 supported brokers. Attach notes, tags, and review checkpoints in one continuous workflow.
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 freeBuild a clearer trading workflow
Explore the trading journal features, review results with trade analytics, check supported broker integrations, or use the options roll decision checklistwhen planning an adjustment, or start with our free trading journal template.
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.”
“Gives me an accurate summary and in-depth view of how I am trading and performing. Really solid product — the layout is excellent.”
“I have tried a number of trading journals. Most focus on day trading with little emphasis on options. This was a pleasant surprise.”
“I love how you can group strategies and see investments from different angles, filters, and time periods. Broker sync is seamless.”
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 trialAll major brokers, connected
AutoSync keeps your journal up to date automatically — no CSV exports, no manual entry.
Interactive BrokersAutoSyncCharles SchwabAutoSyncTastyTradeAutoSyncRobinhoodAutoSyncETradeAutoSyncFidelityAutoSyncWebullAutoSync
WealthsimpleAutoSyncOptions trading journal questions
A quick guide to tracking options trades with WealthBee.
What does an options journal track?
It keeps trade and position details, notes, tags, and strategy-level P&L together so you can review each decision and outcome.
Can it handle rolls and multi-leg positions?
Yes. WealthBee groups legs and rolls into a chain-level view so the position reflects the way your strategy was managed.
Can I import trades from my broker?
Supported broker connections can sync holdings, transactions, options positions, and portfolio performance into your workflow.
Is there a free trial or pricing?
You can start with a 45-day free trial. The pricing section below shows the current monthly and annual plan options.
Simple, transparent pricing
45-day free trial. A credit card is required.