#1 Trading Journal Features List

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.

Demo image of options tracker 1

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 fees

    Number

    Displays your proceeds (credits) net of fees

  • Total Costs

    FeesCommission

    Number

    The total of fees and commissions

  • Avg. days in position

    AverageDTE

    Number

    The average days you kept a position open.

  • Total Debits

    Debits

    Number

    The total of all debits in your account

  • Total Credits

    Credits

    Number

    The total credits received in this account

  • Average Win Loss in $

    P&L

    Comparison

    Displays your average wins and average losses in your chosen currency

  • Win Loss Ratio (%)

    P&LComparison

    Comparison

    Displays your % wins. A draw will not be displayed. A win is a realized PNL greater than zero.

  • Profit & Loss by Date

    P&L

    Barchart

    A barchart with your P&L displayed, both profit and loss is visible in a stacked chart.

  • Unrealized Profit & Loss

    PNLUnrealized

    Number

    PNL from positions that have not been closed. Uses the last price available.

  • Realized P&L

    P&LProfit

    Number

    Displays your realized profit and loss as a result of closed positions.

  • Total P&L

    P&L

    Number

    Displays your combined PNL from unrealized and realized profit and loss calculations.

  • Total Gross Proceeds

    CreditsProceeds

    Number

    Displays the total proceeds received as credits from transactions.

  • Open Positions

    Positions

    Table

    A table which displays your current open positions

  • Performance by Weekday

    P&LWeekday

    Barchart

    Displays your performance by weekday

  • Closed positions

    PositionTable

    Table

    Displays a table of your closed positions

  • Profit & Loss by Underlying

    P&L

    Barchart

    Displays a barchart with profit and loss by underlying. Displays all of your currently filtered underlyings.

  • Size By Underlying

    P&L

    Treemap

    Displays a map with the size of positions by the underlying

  • Size By Position Group

    P&L

    Treemap

    Displays a map with the size of positions by their grouping

  • Size By Book

    P&L

    Treemap

    Displays a map with the size of positions by their book

  • Size By Strategy

    P&L

    Treemap

    Displays a map with the size of positions by their strategy

  • Profit & Loss by Book

    P&L

    Barchart

    Displays a barchart with profit and loss by book. Displays all of your currently filtered underlyings.

  • Profit & Loss by Strategy

    P&L

    Barchart

    Displays a barchart with profit and loss by strategy. Displays all of your currently filtered underlyings.

  • Recently traded positions

    P&LTable

    Table

    Displays a table with your recently traded positions

  • Upcoming expiries

    P&L

    Table

    Displays a table with upcoming option expiries

  • Cumulative P&L

    P&LLine chart

    Linechart

    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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

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.

Demo image of options tracker 1

© 2024 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.

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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.

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