WealthBee - An enterprise P&L analytics engine

For Enterprise

WealthBee P&L Analytics Platform

Improve efficiency, reduce costs and increase revenue with WealthBee.

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Your embedded financial analytics

Platform Features

For enterprise users WealthBee is an embeddable P&L engine with APIs to help you track your portfolios or your clients accounts.

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P&L Tracking

P&L is generated at an trade and position level, with the ability to disect data by position group, book or strategy.

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Trade Journal

Any instrument can be imported into the platform, with the ability to add notes and tags.

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Multi-asset Pricing

Pricing is near-real-time for stocks, options & futures. Including support for user pricing.

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Embeddable Dashboard

A rich, dynamic dashboard that can be customised to your needs and embedded into your own platform.

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Automated Reporting (AI)

Automated reporting with AI that can be scheduled to run at any time.

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Secure & Reliable

Financial data is protected with industry-leading security measures, ensuring the privacy and integrity of your information.

Embedded Insights

30+ embeddable portfolio analytics insights to embed in your platform. The insights below are real time and can be embedded in your platform with a simple iframe.

Populate portfolios through the WealthBee SaaS or API

Embed insights in your platform with a simple iframe. No coding required.

Enterprise Use Cases

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Advisories Automation

Use WealthBee's P&L engine to track portfolios and trades

Automatically generate P&L reports & analytics

Embed P&L analytics dashboard into your own website

Distribute newsletters with P&L reports and commentary to your clients

Speak to us today

Get in touch with us to learn more about how WealthBee can help you track your portfolios or your clients accounts.

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© 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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