Powerful Features for Serious Traders
WealthBee provides everything you need to track, analyze, and improve your trading performance with advanced analytics and insights.
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.
Profit & Loss by Strategy
P&LBarchart
See which trading approaches are most successful
Profit & Loss by Underlying
P&LBarchart
Performance breakdown by individual stocks or assets
Recently traded positions
P<ableTable
Latest trading activity, including both buys and sells
Closed positions
PositionTableTable
Complete history of your finished trades with their final results
Open Positions
PositionsTable
View all your current active trades and investments
Performance by Weekday
P&LWeekdayBarchart
See which days of the week you trade most successfully
Total Credits
CreditsNumber
All money coming into your account
Size By Position Group
P<reemap
Breakdown of investments by position group
Profit & Loss by Book
P&LBarchart
Performance across different trading accounts or strategies
Realized P&L
P&LProfitNumber
Actual profits or losses from completed trades
Total Costs
FeesCommissionNumber
Visual map showing how much you're invested in each asset
Profit & Loss by Date
P&LBarchart
Track how your performance changes over time
Total P&L
P&LNumber
Your overall trading performance, including both completed and open positions
Upcoming expiries
P<able
Options and contracts that will expire soon
Size By Book
P<reemap
How your capital is distributed across different books
Win Loss Ratio (%)
P&LComparisonComparison
Percentage of profitable trades vs losing trades
Size By Underlying
P<reemap
Visual map showing how much you're invested in each asset
Unrealized Profit & Loss
PNLUnrealizedNumber
Current value of open positions compared to purchase price
Cumulative P&L
P&LLine chartLinechart
Your performance over time shown as a running total
Total Net Proceeds
CreditsProceedsWithout feesNumber
Money received from trades after subtracting all fees
Size By Strategy
P<reemap
Distribution of funds across different trading strategies
Total Gross Proceeds
CreditsProceedsNumber
Total money received from trades before fees
Total Debits
DebitsNumber
All money going out of your account
Average Win Loss in $
Average holding timeDurationPosition managementTime analysisTrading metricsComparison
Typical amount you make on winning trades vs lose on losing trades
Avg. days in position
Average returnsPerformance metricsProfit analysisTrade comparisonWin/loss metricsNumber
Typical duration you hold your trades
Realized P&L by Week
P&LBarchart
Displays a barchart with profit and loss by week.
Realized P&L by Year
P&LBarchart
Displays a barchart with profit and loss by year.
Realized P&L by Month
P&LBarchart
Displays a barchart with profit and loss by month.
Stock prices on open positions
PricingTable
Displays prices and their change for positions which you have open. Pricing can be delayed and prices are only tracked when that positions is created in WealthBee.
Uncovered equity positions
WheelingTable
Displays equity positions which do not have a call sold against them.
Upcoming earnings
EarningsTable
Displays upcoming earnings on positions that are open.
Dividends By Underlying
CashflowsBarchart
Dividends by Underlying
Dividends By Month
CashflowsBarchart
Dividends by Month
Cashflows by Type
CashflowsBarchart
Cashflows by Type
Total Withdrawals
CashflowsNumber
All withdrawals against your account
Total Deposits
CashflowsNumber
All deposits against your account
Total Fees
CashflowsNumber
All fees against your account
Total Interest
CashflowsNumber
All interest against your account
Total Tax
CashflowsNumber
All tax cashflows against your account
Total Dividends
CashflowsNumber
All dividend cashflows against your account
Total Cashflows
CashflowsNumber
All cashflows against your account
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.
What Our Users Say
"WealthBee has completely transformed how I track my trades. The insights are incredibly valuable for improving my strategy."
Michael T.
Day Trader
"The ability to import from multiple brokers and see everything in one place has saved me hours of manual work each week."
Sarah K.
Swing Trader
"The option risk analysis tools helped me understand my positions better and make more informed decisions."
David L.
Options Trader
Ready to Improve Your Trading?
Join thousands of traders who use WealthBee to track and analyze their performance.