Imports
Hide trades & prevent them from being re-imported
Interactive Brokers Import & Auto Sync
Import from Schwab
Export Trades
Transactions
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?
Positions
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
Dashboard
Calculating Total Cost
How can I delete trades from my account?
If you want to delete trades from your WealthBee account, follow these simple steps:
Log in to WealthBee and navigate to any page within the application.
Locate the bank icon at the top right corner of the screen. This icon is positioned next to the portfolio selection drop-down menu.
Click on the bank icon to display a list of all your accounts associated with the platform.
In the list of accounts, find the account you wish to manage and then click on the "Delete Trades" option.
This action will permanently remove all trades from the selected account, so please ensure that this is the action you want to take before proceeding.
Note: Deleting trades is irreversible. We recommend reviewing your portfolio thoroughly before performing this action.
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.