What is WealthBee Trading Journal?
WealthBee is an all-inclusive platform designed for traders, acting as a trading journal and a hub for financial insights, which allows users to track their portfolios, assess their trades, and enhance their investment strategies efficiently. It supports a range of asset classes, such as stocks, options, and futures, while offering functionalities like real-time profit and loss assessments, trade documentation, and net worth management, all complemented by customizable dashboards that cater to individual preferences. By integrating smoothly with leading brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee also provides features such as automated reporting, organized strategy classification, and rapid pricing updates. Whether dealing with a few portfolios or managing numerous trading activities, WealthBee equips users with vital tools that help boost their financial success. Furthermore, its intuitive interface guarantees that both beginner and seasoned traders can easily optimize their investment opportunities and navigate the complexities of the market. This holistic approach not only fosters better trading outcomes but also encourages continuous learning and adaptation in an ever-evolving financial landscape.
Pricing
Price Starts At:
$35
Free Trial Offered?:
Yes
Integrations
No integrations listed.
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Screenshots and Video
Company Facts
Company Name:
WealthBee
Date Founded:
2021
Company Location:
United Kingdom
Company Website:
wealthbee.io
Product Details
Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
24 Hour Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English
WealthBee Trading Journal Categories and Features
WealthBee Trading Journal Customer Reviews
Write a Review-
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Not a good stock journal app
Date: Jun 27 2025SummaryIt is not that good.
PositiveN/A.
NegativeThe software has a lot of bugs. It is not there and really needs a lot of work. Support is lagging. Also the syncing is messed up. simple app
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