The Greeks
What are options?
Risk & Reward
Volatility
Option Selling Strategies
Assignment
Practical Tips
Recommended Books
Grouping positions
Position Naming and Strategy Tracking
How delete a transaction
Handling Options During a Stock Split
Automatic strategy categorization
Position Audit
Creating and managing Books
How to read a position
Quickly Close or Expire a Position
Editing trades
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.