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?
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
WealthBee offers Automatic Position Group / Strategy Categorization! This feature allows you to automatically assign trading strategies when you upload your positions, or you can choose to do it manually from the Positions page.
When uploading your positions, you can enable the automatic generation of trading strategies for open positions. This feature is optional and allows you to assign either to the strategy field or the position group field.
1. Upload your positions file.
2. In the upload interface, toggle the option to enable Calculate Strategy.
3. Choose whether you want to assign the strategies to the strategy field or the position group field or neither.
You can also manually categorize positions directly from the Positions page by using the Auto Assign option.
1. Go to the Positions Page.
2. Right-click any position, group, underlying asset, or book.
3. Hover over Advanced.
4. Click on Auto Assign to X.From there, you can choose whether to assign to the strategy field or the position group field.
Whether you choose to configure during upload or manually from the Positions page, the choice is yours. If you're using a spreadsheet upload, you’ll have the same options available to you.
WealthBee is a trading journal and platform that helps you track your investments, monitor your portfolio, and analyze your performance. It is designed to be easy to use, intuitive, and powerful for both beginners and experienced investors.