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
WealthBee now offers a Position Audit feature, allowing you to see exactly how Profit & Loss (P&L) is calculated for your positions. This helps provide full transparency and gives you confidence in the calculations.
1. Double-click any single position in your portfolio.
2. Navigate to the Audit tab. In this view, you'll be able to see the background calculations that drive the P&L for that position.
At the bottom right of the audit view, there is a column called **P&L Explain**. This column will give you the exact breakdown of how P&L is calculated, showing how the P&L changes over multiple trades and adjustments. This feature gives you complete insight into the performance and P&L movements across each trade.
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.