New WealthBee Release: Multiple Dashboards, Calendar, Option Payoff Diagrams, and More!

We’re excited to announce a brand-new release of WealthBee that introduces a stack of new features along with some key fixes. Here’s a summary of the latest updates:

New Features:

Support for Multiple Dashboards:

Now, you can create more targeted dashboards! Think of dashboards like Overview, PnL, and Risk, allowing you to customize and organize the way you view your data.

Trade Calendar:

Stay on top of your trading activity with our new Calendar feature. You can now track your trades visually by date.

Option Payoff Diagrams:

On the Position page, you can view Option Payoff Diagrams to better understand potential outcomes for your strategies.

Dashboard Widgets for Position Size:

We’ve added new widgets to the dashboard that show the size of your positions. You can click into these boxes to expand and get more detailed insights. Here’s what the updated dashboard looks like, with the control to create multiple dashboards:

Two New PnL Charts:

We’ve also added two new charts—**PnL by Book** and PnL by Strategy. You can now have a dedicated P&L Dashboard like Phil does: We hope these new features improve your WealthBee experience. Try them out and let us know what you think!