Features
WealthBee lets you automatically import your trades, analyze your trading performance and trading psychology.
Dashboard
The dashboard is the first feature you see when you log in. It provides a high-level overview of your trading performance and trading psychology.
You can have multiple portfolios, dashboards, filters and insights. All can be moved around and resized to your preferences. On this page you can add assets, options, equities, futures, unlisted assets.
Insights
There are loads of insights available to help you understand your trading performance and trading psychology. We're always adding new insights to help you improve your trading.
Total Net Proceeds
CreditsProceedsWithout feesNumber
Displays your proceeds (credits) net of fees
Total Costs
FeesCommissionNumber
The total of fees and commissions
Avg. days in position
AverageDTENumber
The average days you kept a position open.
Total Debits
DebitsNumber
The total of all debits in your account
Total Credits
CreditsNumber
The total credits received in this account
Average Win Loss in $
P&LComparison
Displays your average wins and average losses in your chosen currency
Win Loss Ratio (%)
P&LComparisonComparison
Displays your % wins. A draw will not be displayed. A win is a realized PNL greater than zero.
Profit & Loss by Date
P&LBarchart
A barchart with your P&L displayed, both profit and loss is visible in a stacked chart.
Unrealized Profit & Loss
PNLUnrealizedNumber
PNL from positions that have not been closed. Uses the last price available.
Realized P&L
P&LProfitNumber
Displays your realized profit and loss as a result of closed positions.
Total P&L
P&LNumber
Displays your combined PNL from unrealized and realized profit and loss calculations.
Total Gross Proceeds
CreditsProceedsNumber
Displays the total proceeds received as credits from transactions.
Open Positions
PositionsTable
A table which displays your current open positions
Performance by Weekday
P&LWeekdayBarchart
Displays your performance by weekday
Closed positions
PositionTableTable
Displays a table of your closed positions
Profit & Loss by Underlying
P&LBarchart
Displays a barchart with profit and loss by underlying. Displays all of your currently filtered underlyings.
Size By Underlying
P<reemap
Displays a map with the size of positions by the underlying
Size By Position Group
P<reemap
Displays a map with the size of positions by their grouping
Size By Book
P<reemap
Displays a map with the size of positions by their book
Size By Strategy
P<reemap
Displays a map with the size of positions by their strategy
Profit & Loss by Book
P&LBarchart
Displays a barchart with profit and loss by book. Displays all of your currently filtered underlyings.
Profit & Loss by Strategy
P&LBarchart
Displays a barchart with profit and loss by strategy. Displays all of your currently filtered underlyings.
Recently traded positions
P<ableTable
Displays a table with your recently traded positions
Upcoming expiries
P<able
Displays a table with upcoming option expiries
Cumulative P&L
P&LLine chartLinechart
Displays your cumulative P&L in a line chart
Positions
The positions page is where you can see all your positions. You can filter by portfolio, asset, option, equity, future, unlisted asset, strategy, book, position group, underlying, and more. You can also see the performance of each position, the trading psychology of each position, and the risk of each position.
Transactions
The transactions page is where you can see all your transactions. Here you can assign books, position groups and strategies. You can also see the performance of each transaction, the trading notes of each transaction.
Cashflows
The cashflows page is where you can see all your cashflows. These are dividends, interest, deposits, withdrawals, and more. You can filter by portfolio, asset, option, equity, future, unlisted asset, strategy, book, position group, underlying, and more.
User Pricing
While WealthBee does provide pricing for US equities, futures and options. WealthBee also lets you set your own pricing, useful for unlisted assets and other assets that don't have a price.
Embedding
WealthBee lets you embed your dashboards, insights, positions, transactions, cashflows, and more on your website. This is useful for sharing your trading performance and trading psychology with others. This is an enterprise feature, please contact us to enable this feature.
Historic Charts
Monitor your entry and exit points with historic charts. This feature allows you to see the price of an asset at a specific time in the past. This is useful for backtesting your trading strategies.
Option Risk Analysis
Easily view any position and the breakeven and risk of that position. This is useful for understanding the risk of your trading strategies.
Upload Trades
Easily upload your trades from your broker. Including: Manual Entry, Interactive Brokers, TastyTrade, Thinkorswim, Robinhood, Firstrade, Ally, Etrade, Charles Schwab, Fidelity, TD Ameritrade and more.
Calendar
The calendar page is where you can see all your upcoming events such as expiries. This is useful for tracking your trading performance and trading psychology.
Themes
WealthBee lets you change the theme of the app. This is useful for changing the look and feel of the app to suit your preferences.
