WealthBee Trading Journal - Position Audit

Position Audit

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.

How to Access the Position Audit

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.

P&L Explanation

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.

© 2024 WealthBee Ltd.

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.

  • Product

    Register

    Log in

    Enterprise

    Customer Support

    FAQ

    Community

    Contact us


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.

Uneed POTD1 Badge