WealthBee Trading Journal - How to read a position

How to read a position

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.

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WealthBee is your trading journal. Keep track of your investments and grow your wealth. Supporting stocks, options & futures. WealthBee was developed in London, UK by traders, for traders.

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WealthBee does not provide investment advice and individual investors should make their own decisions or seek independent advice. The value of investments can go down as well as up and you may receive back less than your original investment. Copyright © 2024 WealthBee, All rights reserved.

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