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What is WealthBee?
WealthBee enables traders to efficiently track and manage their investment portfolios, offering robust position management with real-time updates and in-depth analytics. The platform seamlessly integrates with leading brokerages, supporting automatic trade imports and detailed portfolio tracking for stocks, options, and futures.
With advanced features including customizable dashboards, performance metrics, risk analysis, and strategy modeling, users can gain actionable insights to refine their trading strategies. WealthBee is designed for both individual and professional traders seeking enhanced trade journaling, analytics, and risk management tools in a secure, user-friendly environment.
Features
- Position Management: Real-time tracking and management of all portfolio positions
- Trade Analytics: Advanced metrics, performance reports, and customizable dashboards
- Trading Management: Automated trade imports, journaling tools, and systematic workflow support
- Strategy Analysis: Effectiveness evaluation across diverse market conditions
- Risk Management: Tools for position sizing, drawdown analysis, and exposure monitoring
- Broker Integration: Seamless connectivity with major brokers including auto-sync capabilities
- Interactive Charting: Technical analysis tools and trade overlay features
- Customizable Tags & Notes: Detailed trade annotations and tagging for organization
- Calendar View: Visualize daily performance, trade history, and market event tracking
- Enterprise-Grade Security: Secure portfolio data management for peace of mind
Use Cases
- Tracking and analyzing trading performance for stocks, options, and futures
- Organizing and auditing trades across multiple brokerage accounts
- Evaluating and optimizing options trading strategies
- Monitoring portfolio risk exposure and identifying areas for improvement
- Automating trade record imports from integrated brokers
- Journaling trades with custom notes and tags for performance review
- Generating detailed reports for professional trading or compliance needs
FAQs
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Which brokers can be integrated with WealthBee?
WealthBee integrates with leading brokers such as Schwab, TastyTrade, Interactive Brokers, ETrade, Robinhood, Firstrade, Ally, TD Ameritrade, and also supports data import through a custom spreadsheet template. -
Does WealthBee support options and futures trading analytics?
Yes, WealthBee supports analytics for stocks, options, and futures, providing advanced strategy modeling and performance metrics. -
Can I use WealthBee on a trial basis before committing to a paid plan?
WealthBee offers a free 30-day trial for new users to experience the full platform before subscribing. -
Is my trading data secure on WealthBee?
Yes, WealthBee provides enterprise-grade security to ensure all portfolio and trading data is securely managed.
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WealthBee Uptime Monitor
Average Uptime
100%
Average Response Time
119.5 ms
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