Options Fundamentals
The Greeks
What are options?
Risk & Reward
Volatility
Option Selling Strategies
Assignment
Practical Tips
Recommended Books
Positions
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
Transactions
Editing trades
Export Trades
You can export your trades by navigating to the account manager menu and clicking manage portfolio.
From here click on export trades
Select the account you want to export
This will start a download with all broker trades in a ZIP. If you have uploaded multiple brokers then these will be split into their own file.
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.