Simplify Your Trading Journal with WealthBee
Track investments, analyze performance, and optimize your trading strategies—all in one powerful trading journal.
Bart. D
"WealthBee's trading journal turned out to be exactly what I was looking for as it allows to track P&L on a chain of positions that include option rolls on a specific underlying..."
Read the full review on Trustpilot
Colvaq.
"I love the way WealthBee's trading journal syncs with Interactive Brokers. How you can group your strategies, and how you can see your investments from different angles, filters, etc..."
Read the full review on Trustpilot
Todd S.
"I love the layout of their trading journal. It allows me to get an accurate summary and in-depth view of how I am trading and performing. Really solid product!"
Read the full review on Trustpilot
Andy L.
"I have tried a number of different trading journal apps, and most seem to be focused on day trading with little emphasis on options trading, so this was a pleasant surprise..."
Read the full review on Trustpilot
Joop M.
"Very responsive to requests and (small) bug fixes."
Read the full review on Trustpilot
View your P&L on a calendar view and add notes and tags to your trades and positions.
The dashboard where you can view portfolio, position, book, tag and strategy level analytics
The positions page where you can group and view all your positions as well as drilling into them.
View all your trades mapped onto a trading view chart, journal and draw trend lines and annotations.
Connect your broker and import your trades and positions automatically with our broker integrations.
The journal where you can add notes and tags to your trades and positions.
View your P&L on a calendar view and add notes and tags to your trades and positions.
The dashboard where you can view portfolio, position, book, tag and strategy level analytics
Supports all major brokers
WealthBee's trading journal supports all major brokers, including Schwab, TastyTrade, Interactive Brokers, ETrade, Robinhood, Firstrade, Ally, and TD Ameritrade, as well as a custom spreadsheet you can complete.
AutoSync
ETrade
AutoSync
Interactive Brokers
AutoSync
Charles Schwab
TastyTrade
Fidelity
Email Sync
TD Ameritrade
Robinhood
Firstrade
Ally
Custom Spreadsheet
Trading Journal Software
WealthBee is the only trading journal that properly supports options. With a fully featured FIFO (first in, first out) positioning system you can track premiums through multiple trades with ease.
P&L Tracking
View P&L, premiums, debits, fees & breakeven through rolls, by underlying, various strategy and more.
Trade Journal
Record your trades, analyze your performance, by trade, or day.
Near Live Pricing
Track your investments across a wide range of asset classes, including stocks, indexes, options and futures. We even support unlisted assets.
Customizable Dashboard
Multiple customizable dashboards with numerous insights.
Automated Reporting
Generate automated reports for your trades, performance, and more.
Secure & Reliable
Your financial data is protected with industry-leading security measures, ensuring the privacy and integrity of your information.
Profit & Loss Tracking
With our real-time P&L tracking, you can see how your trades are performing at any time
Track prices for stocks/equities, equity options, futures and futures options
When prices are not available, we have our proprietary pricing model to estimate prices
Quickly see how all your accounts are performing in one place
Pick the plan that suits you best
Get full access to all features with a subscription and take your stock, future & option trading performance to the next level.
Save 20% when you choose an annual subscription.
Monthly
$49.99
/month
Accounts
Unlimited portfolios
Unlimited uploads
Unlimited trades
Benefits
Automatic Strategy Categorization
Net worth tracking
Trade journaling & analytics
Pricing for stocks, options, and futures
Personalized financial insights
Automated reporting & PnL tracking
Secure and reliable platform
Integration with major brokers
Position Calculation Audit
Future updates included
Annually
$39.99
/month
$479.88 billed annually
Accounts
Unlimited portfolios
Unlimited uploads
Unlimited trades
Benefits
All of monthly benefits
Save 20% annually