Audience

For use by retail and institutional traders

About WealthBee Trading Journal

WealthBee is an all-in-one trading journal and financial insights platform designed to help traders track their portfolios, analyze trades, and optimize their investment strategies. Supporting stocks, options, and futures, it offers real-time P&L tracking, trade journaling, and net worth management, with customizable dashboards for personalized insights. Integrated with major brokers like Schwab, TastyWorks, and TD Ameritrade, WealthBee provides automated reporting, strategy categorization, and near-live pricing. Whether you’re managing a few portfolios or hundreds of trades, WealthBee equips you with powerful tools to grow your wealth.

Pricing

Starting Price:
$35
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 1 User Review

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Company Information

WealthBee
Founded: 2021
United Kingdom
wealthbee.io

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
24/7 Live Support
Online

WealthBee Trading Journal Frequently Asked Questions

Q: What kinds of users and organization types does WealthBee Trading Journal work with?
Q: What languages does WealthBee Trading Journal support in their product?
Q: What kind of support options does WealthBee Trading Journal offer?
Q: What type of training does WealthBee Trading Journal provide?
Q: Does WealthBee Trading Journal offer a free trial?
Q: How much does WealthBee Trading Journal cost?

WealthBee Trading Journal Product Features

WealthBee Trading Journal Verified User Reviews

Write a Review
  • Nab A.
    Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Not a good stock journal app"

    Posted 2025-06-27

    Pros: N/A.

    Cons: 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

    Overall: It is not that good.

    Read More...
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