WealthNX

WealthNX

WealthNX AI
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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.

About

WealthNX AI brings personal finance, investing and AI into one experience. Users can track net worth, budgets, cash flow, debt, investments and crypto; scan receipts; track recurring bills and subscriptions; review portfolio exposure, earnings, insider transactions and market news sentiment; and ask questions through Wealth Genie, AI Stock Assistant and AI Crypto Assistant. WealthNX also supports household and family views, custom Build Mode and voice experiences. Connected-account access is read-only, and WealthNX does not move money or place trades. Information is for informational and educational purposes and is not investment, tax or legal advice.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

For use by retail and institutional traders

Audience

Wealth Trackers, Investment Trackers, Portfolio Trackers, Couples, Family

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

No images available

Pricing

$35
Free Version
Free Trial

Pricing

$8.99
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • N/A.

Cons

  • The software has a lot of bugs. It is not there and really needs a lot of work. Support is lagging. Also the syncing is messed up. simple app

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

WealthBee
Founded: 2021
United Kingdom
wealthbee.io

Company Information

WealthNX AI
Founded: 2024
United States
www.wealthnx.ai

Alternatives

Alternatives

No Alternatives
TradeFlow Quantum

TradeFlow Quantum

Crosspoint Capital Inc.

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim WealthBee Trading Journal and update features and information
Claim WealthBee Trading Journal and update features and information
Claim WealthNX and update features and information
Claim WealthNX and update features and information