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
Reading from the top:
Unbooked - This is a book, you can use this for grouping; some examples include: Portfolio name, open/closed, strategy, investment book.
ARM - This is the underlying stock
No position group - Similar to a book this can be used for finer tuned grouping. Examples include: Strategy, Trade IDs, source etc.
The actual positions go like this: Quantity | Expiration date | Strike | Trade Type
A negative quantity is a trade you've sold.
A positive quantity is a trade you've bought.
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.