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 to Move Transactions and Positions Between Portfolios
Steps to Move Positions Between Portfolios:
Navigate to the Positions Page:
Go to the Positions page in your WealthBee dashboard.
Select the Position:
Right-click on the position you want to move.
Access Advanced Options:
Hover over the Advanced option in the context menu.
Move to a Different Portfolio:
Hover over Move Trades to Different Portfolio.
Select the Target Portfolio:
Choose the portfolio where you want to move the position.
Steps to Move Transactions Between Portfolios:
Navigate to the Transactions Page:
Go to the Transactions page in your WealthBee dashboard.
Select the Transaction:
Right-click on the transaction you want to move.
Access Advanced Options:
Hover over the Advanced option in the context menu.
Move to a Different Portfolio:
Hover over Move Trades to Different Portfolio.
Select the Target Portfolio:
Choose the portfolio where you want to move the transaction.
Note:
Ensure you review the portfolio allocation after moving the trades to maintain accurate reporting.
Moving trades between portfolios can affect your profit and loss calculations and historical performance reports.
Importing trades again may cause a duplicate to appear. If that is the case, then
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.