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Description

The Financial Tech Wiz Trading Journal is an innovative trading tool powered by AI, designed to assist traders in monitoring and evaluating their performance through their own trade data across various markets including stocks, options, cryptocurrency, futures, and forex. Users can effectively monitor their initial net liquidity, daily portfolio values, and each individual trade to accurately assess their overall account performance. The platform features a variety of performance charts, comprehensive statistics, comparisons against benchmarks, and insights driven by AI that derive from actual trading activities. Additionally, there is a complimentary version of the Financial Tech Wiz journal available in Google Sheets, which allows users to import their trade and portfolio data in bulk into the application, enabling the unlocking of automation features and enhanced AI-driven analysis for a more streamlined trading experience. This powerful combination of tools and insights makes it easier for traders to refine their strategies and improve their decision-making processes.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Alpaca
Binance
Charles Schwab
Coinbase
E*TRADE
Fidelity
Interactive Brokers
Kraken
Questrade
Robinhood
TradeStation
Tradier
Trading 212
Wealthsimple
Webull
tastytrade
thinkorswim

Integrations

Alpaca
Binance
Charles Schwab
Coinbase
E*TRADE
Fidelity
Interactive Brokers
Kraken
Questrade
Robinhood
TradeStation
Tradier
Trading 212
Wealthsimple
Webull
tastytrade
thinkorswim

Pricing Details

$9.91 per month
Free Trial
Free Version

Pricing Details

$35
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Financial Tech Wiz

Founded

2022

Country

United States

Website

journal.financialtechwiz.com

Vendor Details

Company Name

WealthBee

Founded

2021

Country

United Kingdom

Website

wealthbee.io

Product Features

Product Features

Alternatives

Alternatives