How to Import Existing Trades
Log in to your WealthBee account.
You can import existing trades from your brokerage by using the Import Trades feature. For example, if you've imported trades from IBKR, you can start analyzing them immediately.
Analyzing Positions
Go to the Positions Screen to view all your active positions.
You can analyze these trades by selecting them individually or as a group. Simply click on a trade or group multiple trades to view their aggregated data.
WealthBee aggregates data, such as realized profit, unrealized profit, and other metrics to help you monitor performance.