Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 1 Rating

Total
ease
features
design
support

Description

Are you tired of logging in to four different brokers to track your pnl. Our system consolidates all of your portfolio positions on one screen. Use watchlists to track your favorite assets. You can forget about your cumbersome trading spreadsheet. You can log all your trading events, emotions, behaviors and more with a full WYSIWYG HTML editor. You can set account goals, adjust your commissions, custom fees and adjustments, and take full control over your trading business. Find financial information, earnings dates, charts, and company profiles from over 20 global exchanges. Tag your trades with your strategies to find the most/worst profitable strategies. You can also view metrics for any trading strategy. Trading intelligence that will help you become more consistent and effective. You can view your trading results in a stunningly gorgeous way. This will give you the confidence to either size up or slow down.

Description

WealthBee serves as a comprehensive platform for traders, functioning as both a trading journal and a source of financial insights, enabling users to monitor their portfolios, evaluate their trades, and refine their investment strategies effectively. It accommodates various asset classes, including stocks, options, and futures, while delivering features such as real-time profit and loss tracking, trade logging, and net worth oversight, all enhanced by customizable dashboards tailored for individual preferences. With seamless integration with prominent brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee offers features like automated reporting, systematic strategy classification, and near-instantaneous pricing updates. Whether you handle a small number of portfolios or manage extensive trading activities, WealthBee provides essential tools that empower you to increase your financial prosperity. Additionally, its user-friendly interface ensures that both novice and experienced traders can maximize their investment potential with ease.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Alpaca Yes 
Binance Yes 
Charles Schwab Yes 
Interactive Brokers Yes 
KuCoin Yes 
MetaTrader 4 Yes 
MetaTrader 5 Yes 
TD Ameritrade Yes 
TradeStation Yes 
Tradier Yes 
TradingView Yes 
Webull Yes 
tastytrade Yes 

Integrations

Alpaca No 
Binance No 
Charles Schwab No 
Interactive Brokers No 
KuCoin No 
MetaTrader 4 No 
MetaTrader 5 No 
TD Ameritrade No 
TradeStation No 
Tradier No 
TradingView No 
Webull No 
tastytrade No 

Pricing Details

$29.95 per month
Free Trial Yes 
Free Version Yes 

Pricing Details

$35
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Trademetria

Country

United States

Website

trademetria.com

Vendor Details

Company Name

WealthBee

Founded

2021

Country

United Kingdom

Website

wealthbee.io

Product Features

Product Features

Alternatives

Alternatives