WealthBee Trading JournalWealthBee
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Related Products
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About
From journals to closing, Aico delivers intelligent automation for finance. Aico modules provide you with a wealth of possibilities to automate your routines. Account reconciliation, closing, and journaling as well as clearing, retrieving, and updating live data from your ERP system, are all standard features of Aico. Aico offers you flexible and adaptable workflows. You can control and monitor the workflow of your documents in real-time using Aico dashboards. Dashboards contain efficient and easy-to-use filters and search options for finding and monitoring your documents. All this means flexible connectivity, comprehensive features, and open APIs for third parties. Aico can be extended with solutions like RPA, OCR services, reporting solutions, and process mining tools. We also support modern database features, such as virtualization, in-memory options out-of-the-box, and easy platform management. Aico’s front-end side is a modern HTML5-based solution that works in most browsers.
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About
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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies seeking a solution to automate their financial processes and update live data from their ERP systems
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Audience
For use by retail and institutional traders
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$35
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationAico
Finland
www.aico.ai/product/
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Company InformationWealthBee
Founded: 2021
United Kingdom
wealthbee.io
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Categories |
Categories |
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Integrations
Microsoft 365
SAP HANA
SAP HANA Cloud
SAP Store
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