How to Use Trade Books
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.