WealthBee

WealthBee is a trading journal and analytics workflow for options traders, designed to help you track every option trade and evaluate performance beyond single legs. It supports multi-leg chains, rolled positions, and strategy-level P&L so you can review outcomes in one place.

Import and stay current with broker Auto-Sync, then organize your activity with notes, tags, and review checkpoints. Use chain & roll tracking to see true underlying-level lifecycle performance, and strategy-level analytics to assess win rate, risk, and expectancy by strategy.

WealthBee also includes options research support through Options Nexa, plus portfolio dashboards, journal views, charts, a calendar, and option payoff diagrams to support both pre-trade research and post-trade review.

Does WealthBee support multi-leg options strategies and rolled positions?

Yes. WealthBee tracks multi-leg chains and rolls, grouping them by underlying so you can review chain-level P&L and lifecycle performance.

How does broker Auto-Sync work in WealthBee?

WealthBee can import trades automatically from major brokers, keeping your journal up to date without CSV exports or manual entry.

What does strategy-level P&L mean in WealthBee?

Strategy-level analytics summarize performance for strategies, including win rate, risk, and expectancy, helping you identify which setups are working.

Can I organize and review trades beyond raw P&L?

Yes. You can add notes, tags, and review checkpoints and then review performance through a single workflow.

Is Options Nexa included with WealthBee?

Yes. Options Nexa is included for options research before you track, journal, and review outcomes.

Is there a free trial, and does it require a credit card?

WealthBee offers a 45-day free trial, and a credit card is required to start it.