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
Import from Schwab
How to Import Data from Charles Schwab to WealthBee:
At WealthBee, we support both historical uploads and automated imports from Charles Schwab. Follow this simple guide to ensure smooth integration:
Step-by-Step Guide: Manual Upload from Charles Schwab
Log in to your Charles Schwab account.
Navigate to the Accounts page and click on the History menu item.
On the right-hand side, click the Export button.
Confirm by clicking OK when prompted.
Once the export is complete, upload the file to WealthBee.
Automatic Import from Charles Schwab via API
With WealthBee, you can automatically update your portfolio using Charles Schwab' API. You can find this on the autosync section when uploading a Schwab 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.