WealthBee Trading JournalWealthBee
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Related Products
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About
TheProfitPath is a web-based trading journal and analytics workspace for active traders, including day, futures and forex traders, and prop-firm participants. Traders can record entries and exits with screenshots, notes and emotion tags, manage personal and funded accounts, and review results against their own goals and risk rules. Analytics summarize equity, profit factor, drawdown, win rate and performance by setup, session or emotion. Users can add past trades through CSV or Notion imports, enter trades manually, or use the developer API. TheProfitPath AI reviews a user's recorded journal in text chat or live voice, while calendar and market-context tools support review. The core journal and analytics are free; Premium adds access to a premium AI model for a monthly or annual fee. The service journals trades and supports review; it is not a broker and does not execute trades.
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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
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Active traders: day traders, futures and forex traders, and prop-firm traders
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Audience
For use by retail and institutional traders
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and VideosNo images available
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Screenshots and VideosNo images available
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Pricing
$0
The full journal, accounts, analytics and review tools are free indefinitely, with no credit card or trial clock. Premium adds a premium AI model and $5 in monthly AI credit for $12/month, billed monthly and cancellable anytime, or $110/year, billed annually. Free-model AI is included on the free plan.
Free Version
Supported
Free Trial
Not Supported
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Pricing
$35
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationTheProfitPath
theprofitpath.app/
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Company InformationWealthBee
Founded: 2021
United Kingdom
wealthbee.io
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Notion
Not Supported
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