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 provides a feature called Books to help you organize your trades.
Creating a New Book:
Go to the Positions page
Right click a group or trade and click create book
Create a new book by typing a name (e.g., "Options") and clicking Create.
Adding Trades to a Book:
Select trades from the Transactions page and assign them to a book.
For example, you can create a book called "Options" and assign all your options trades to it.
Books help you segregate trades by type, date, or strategy, allowing you to filter and analyze trades more effectively.
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.