WealthBee Trading Journal 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.

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Pricing

Pricing Starts At:
$35
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
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Company Details

Company:
WealthBee
Year Founded:
2021
Headquarters:
United Kingdom
Website:
wealthbee.io

Media

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Live Rep (24/7)
Online Support

WealthBee Trading Journal Features and Options

WealthBee Trading Journal User Reviews

Write a Review
  • Name: Nab A.
    Job Title: Manager
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Not a good stock journal app

    Date: Jun 27 2025

    Summary: It is not that good.

    Positive: N/A.

    Negative: The 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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