Wealthbee Reviews 7

WealthBee.io masquerades as a sophisticated journaling and analytics tool for sophisticated traders. It fails to deliver basic stability or trust.It has tons of bugs, doesn't sync properly, and has poor/nonexistent support. The platform’s marketing gloss does not offset its technical fragility and the domain and trust ratings raise red flags! This product lacks the robustness or reliability its messaging suggests - TERRIBLE.

The software has a lot of bugs. It is not there and really needs a lot of work. Support is lagging.

Really impressed with WealthBee. Very clean and modern interface and most importantly, if trading options, it groups them appropriately. I've used a lot of platforms like Tradervue, Tradersync, Tradesviz etc and the problem I've always found is that the information isn't abstracted to the correct level. As an example, if you open 20 contracts, other platforms might show all of the (many) individual executions comprising the trade (no problem if you're trading stocks), and while that information is available in WealthBee, the Positions tab provides a sensible overview of the position - WealthBee seems to have a greater understanding or a more specific focus on trading options. The organisation of trades into Book, Underlying and Position Groups is again sensible and when coupled with auto-sync'ing from IBKR, I can't see myself using any other platform into the future. The platform isn't complete of course (it would be great to have the option of changing the US date format for example!) but the direction of travel is superb in my opinion.

Finally I found a real and complete follow up of the options trades. I love the way Wealthbee sync with Interactive Brokers (in my case, but is compatible with others).
How you can group your strategies, and how you can see your investments from different angles, filters, etc. and point of view.
And last but not least the team, very accesible by the users, open to discuss any enhancement or change to the app.
Really unique app. 5 Stars from my side.

Very responsive to request and (small) bugfixes

I love the layout of their product. It allows me to get an accurate summary and in depth view of how I am trading and performing. Furthermore, the team is quick to fix bugs and rollout new & valuable features. Really solid product, team!

This is a great resource for journaling and logging options trades. I have tried a number of different journaling apps, and most seem to be focused on day trading with little emphasis on options trading, so this was a pleasant surprise. The software developers are extremely responsive and helpful.