Group multi-leg options positions and rolls by underlying — see true chain-level P&L and lifecycle performance, not just individual legs.
Analyze win rate, risk, and expectancy by strategy. Know exactly which setups are working and which are quietly costing you.
Import trades automatically from all major brokers. Attach notes, tags, and review checkpoints in one continuous workflow.
See portfolio-wide P&L, open positions, recent trades, and performance trends at a glance. Customisable to match your workflow.
Try it free“Allows me to track P&L on a chain of positions that include option rolls on a specific underlying. Exactly what I was looking for.”
“Gives me an accurate summary and in-depth view of how I am trading and performing. Really solid product — the layout is excellent.”
“I have tried a number of trading journals. Most focus on day trading with little emphasis on options. This was a pleasant surprise.”
“I love how you can group strategies and see investments from different angles, filters, and time periods. Broker sync is seamless.”
A self-directed options trader switched from spreadsheets to WealthBee, using strategy tags, chain-level grouping, and weekly review workflows to tighten discipline across 90 days.
Outcomes self-reported by one active options trader. Results vary and are not investment advice.
Start your trialAutoSync keeps your journal up to date automatically — no CSV exports, no manual entry.
14-day free trial. A credit card is required.