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
The 'Total Cost' insight in the WealthBee dashboard represents the sum of all fees and commissions applied to each transaction within the selected timeframe.
How to Display 'Total Cost':
Go to the WealthBee dashboard.
Locate the available insights panel (top right).
Search for the insight titled Total Costs.
Add the Total Costs insight to your dashboard.
The displayed figure will reflect the total of all fees and commissions for the selected timeframe.
Notes:
The Total Costs insight aggregates fees and commissions together.
The Costs column on the positions page provides a breakdown by transaction and can be used to verify the total amount.
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.