WealthBee Trading Journal Knowledge Base

Hide trades & prevent them from being re-imported

Interactive Brokers Import & Auto Sync

Import from Schwab

Export Trades

How to Move Transactions and Positions Between Portfolios

How to multi-sort tables

How delete a transaction

Editing trades

How can I delete trades from my account?

Pricing and data update frequency

Grouping positions

Quickly Close or Expire a Position

Creating and managing Books

Handling Options During a Stock Split

Position Naming and Strategy Tracking

Position Audit

How to read a position

Automatic strategy categorization

Importing and Analyzing Trades

Calculating Total Cost

What is the prices page for?

Recommended Books

Practical Tips

Assignment

Volatility

Risk & Reward

Option Selling Strategies

What are options?

The Greeks

Getting started

An overview of how WealthBee works