WealthBee - Professional Trading Journal & Portfolio Analytics

Advanced Position Management & Trading Analytics

Optimize your trading strategies with powerful position management, comprehensive trade analytics, and effective trading management tools—all in one platform.

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Bart. D

"WealthBee's trading journal turned out to be exactly what I was looking for as it allows to track P&L on a chain of positions that include option rolls on a specific underlying..."

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Colvaq.

"I love the way WealthBee's trading journal syncs with Interactive Brokers. How you can group your strategies, and how you can see your investments from different angles, filters, etc..."

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Todd S.

"I love the layout of their trading journal. It allows me to get an accurate summary and in-depth view of how I am trading and performing. Really solid product!"

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Andy L.

"I have tried a number of different trading journal apps, and most seem to be focused on day trading with little emphasis on options trading, so this was a pleasant surprise..."

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Joop M.

"Very responsive to requests and (small) bug fixes."

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Position Management

Track and manage all your positions in one place with real-time updates and comprehensive portfolio overview

Trade Analytics

Make data-driven decisions with advanced analytics, performance metrics, and customizable reports

Trading Management

Optimize your workflow with automated trade imports, journaling tools, and risk management features

  • WealthBee options analysis tool showing strategy payoff diagrams

    Advanced options analysis with strategy modeling and risk visualization tools

  • WealthBee positions page showing detailed portfolio holdings and analysis tools

    Advanced positions management with detailed analytics, grouping capabilities, and in-depth analysis tools

  • WealthBee charting interface with TradingView integration and trade annotations

    Interactive charting platform with trade overlay, technical analysis tools, and journaling capabilities

  • WealthBee broker integration interface showing automated trade import features

    Seamless broker integration for automated trade importing and real-time position tracking

  • WealthBee trading journal interface with note-taking and tagging features

    Comprehensive trading journal with customizable tags, detailed notes, and trade analysis tools

  • WealthBee calendar view showing daily P&L and trade activity

    Calendar view for tracking daily performance, trade history, and important market events

  • WealthBee options analysis tool showing strategy payoff diagrams

    Advanced options analysis with strategy modeling and risk visualization tools

    See all featuresStart Free Trial

    Supports All Major Trading Platforms

    WealthBee's comprehensive trading journal seamlessly integrates with leading brokers including Schwab, TastyTrade, Interactive Brokers, ETrade, Robinhood, Firstrade, Ally, and TD Ameritrade. You can also import data using our custom spreadsheet template.

    • AutoSync

      ETrade broker integration with WealthBee trading journal

      ETrade

    • AutoSync

      Interactive Brokers broker integration with WealthBee trading journal

      Interactive Brokers

    • AutoSync

      Charles Schwab broker integration with WealthBee trading journal

      Charles Schwab

    • TastyTrade broker integration with WealthBee trading journal

      TastyTrade

    • Fidelity broker integration with WealthBee trading journal

      Fidelity

    • TD Ameritrade broker integration with WealthBee trading journal

      TD Ameritrade

    • Robinhood broker integration with WealthBee trading journal

      Robinhood

    • Firstrade broker integration with WealthBee trading journal

      Firstrade

    • Ally broker integration with WealthBee trading journal

      Ally

    • Custom Spreadsheet broker integration with WealthBee trading journal

      Custom Spreadsheet

    Advanced Trading Management Tools

    WealthBee provides comprehensive position management, trade analytics, and trading management tools to help you optimize your trading strategies and maximize your returns.

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    Position Management

    Track and manage your positions with precision. Monitor open positions, analyze position performance, and make data-driven decisions for optimal position management.

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    Trade Analytics

    Gain deep insights into your trading performance with comprehensive analytics. Analyze patterns, identify strengths and weaknesses, and refine your trading strategies.

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    Trading Management

    Streamline your trading workflow with powerful management tools. Organize trades, set goals, track progress, and implement systematic trading approaches.

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    Performance Metrics

    Track key performance metrics including P&L, win rate, average gain/loss, and more with customizable dashboards and detailed reporting.

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    Strategy Analysis

    Evaluate the effectiveness of different trading strategies across various market conditions to optimize your approach and improve results.

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    Risk Management

    Monitor and manage risk across your portfolio with advanced tools for position sizing, drawdown analysis, and exposure management.

    Trading Platform Features

    Position management dashboard showing profit and loss tracking

    Position Management

    Track all your positions in real-time with our advanced position management system

    Monitor open positions, analyze position performance, and make data-driven decisions

    Visualize position data with intuitive charts and graphs for better understanding

    Receive alerts for position changes and important events

    Investment Tracking Plans & Pricing

    Professional-grade investment tracking and analytics tools to help you make better trading decisions. Track stocks, options, and futures with ease.

    Save 20% with our annual subscription plan - best value for serious traders.

    Monthly

    $49.99

    /month

    Core Features

    • Unlimited investment portfolios

    • Unlimited trade imports

    • Unlimited trade tracking

    Premium Benefits

    • Strategy categorization

    • Real-time portfolio tracking

    • Advanced trade journaling & analytics

    • Market data for stocks, options & futures

    • Custom financial insights & reports

    • Automated P&L tracking & reporting

    • Enterprise-grade security

    • Major broker integrations

    • Position audit trail

    • Advanced cash flow analysis

    • Priority feature updates

    Start 30 day free trial now

    Annual

    $39.99

    /month

    $479.88 billed annually

    Core Features

    • Everything in Monthly

    • Priority support

    • Early access to new features

    • Advanced portfolio analytics

    Premium Benefits

    • 20% annual savings

    • Premium customer support

    Start 30 day free trial now

    © 2025 WealthBee Ltd.

    WealthBee is your trading journal. Keep track of your investments and grow your wealth. Supporting stocks, options & futures. WealthBee was developed in London, UK by traders, for traders.

    WealthBee does not provide investment advice and individual investors should make their own decisions or seek independent advice. The value of investments can go down as well as up and you may receive back less than your original investment. Copyright © 2024 WealthBee, All rights reserved.

    Interactive Brokers, ETrade, Charles Schwab, TastyTrade, Fidelity, TD Ameritrade, Robinhood, Firstrade or Ally are not affiliated with WealthBee, and does not recommend or endorse any financial product, service or advice provided by WealthBee.

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