What is WealthBee?
WealthBee is web-based trading-journal and portfolio-analytics software, not a broker and not a funded-trader program. You connect a brokerage account or import a CSV, and it organises your trades into portfolios, categorises strategies automatically, and surfaces analytics on a customisable dashboard with more than 40 widgets. Its real specialism is options: multi-leg options chains, roll tracking, payoff diagrams, and option risk analysis with breakeven sit at the centre of the product rather than bolted on the side. Supported asset classes are equities and ETFs, options, futures, and user-defined “unlisted assets,” with no forex, crypto, or CFD support.
The company behind it is a UK micro-entity, and the corporate picture warrants a flag. Companies House lists the live legal entity as VERAXA AI LTD (company #15754842), a name changed from WEALTHBEE LTD on 1 June 2026 with no public explanation. It was incorporated on 1 June 2024 and registered in Warwickshire, with directors Philip John Cartwright and Matthew Philip Lockyer. The About page tells a different story, claiming the company was founded in 2021 and designed and developed in London. The entity is real and active and the directors are named, so this is not a phantom operation, but the gap between marketing and register is a transparency concern a careful buyer should weigh.
Our verdict
WealthBee earns a place on the shortlist for one type of trader and not others. The options-position modelling is the most differentiated thing here, and the documented read-only auto-sync with five named brokers is real and credential-safe by design. Against that sit four drags: no forex, crypto, or CFD coverage; no native mobile app; a thin and polarised review base with recurring sync-reliability complaints; and a company-identity picture that does not reconcile with its own marketing. We land at 6.4 out of 10, a solid-but-cautious recommendation for options traders on supported brokers, and a pass for everyone else.
We assess WealthBee from its public pages, terms, and privacy policy, its broker-integration documentation, its UK Companies House filings, and aggregated user reviews. We have not connected a broker or synced an account.
Key features & specs
The spec table below frames what WealthBee actually ships today, and the headline is depth on options modelling and analytics alongside deliberate narrowness elsewhere. The options stack is unusually complete for a journal: roll tracking and payoff diagrams are the sort of thing options traders normally rebuild in a spreadsheet, and the bundled OptionsMetrics scanner, which screens stocks and ETFs by the Greeks, volume, open interest, strike, and expiry, is included free with every subscription. The analytics layer covers P&L by strategy, underlying, and weekday, cumulative and realized P&L, win rate, average gain versus average loss, and average holding time, all on a customisable 40-plus widget dashboard with multi-portfolio support. The gaps are equally real and should shape expectations. We found no evidence of backtesting, trade replay, screenshot attachments, custom fields, or named playbooks, several of which are standard in rival journals. Journaling here is text notes, tags, and book categorisation rather than a visual replay workflow.
| Attribute | Value | Source |
|---|---|---|
| Company & track record | Trading-journal SaaS operated by a UK micro-entity. Companies House lists the live legal entity as VERAXA AI LTD (company #15754842), renamed from WEALTHBEE LTD on 1 June 2026 with no public explanation. Incorporated 1 June 2024, registered office Dutch Barn, Burnthurst Lane, Princethorpe, Warwickshire CV23 9QA, SIC 62012 (software development), status Active, filing micro-entity accounts. Directors Philip John Cartwright (b. Nov 1971) and Matthew Philip Lockyer (b. May 1992), both appointed 1 June 2024. The About page claims the company was founded in 2021 and “designed and developed in London,” which conflicts with the register. | Companies House #15754842 ↗ |
| Software status | Journaling software, not a regulated financial firm. It holds no financial licence, holds no funds, and executes no orders, which is normal and expected for a journal. The terms state: “WealthBee does not and will never provide advice. Always make your own decisions.” No data breach, lawsuit, or regulator action naming WealthBee was found; Scamadviser flags a low trust score (hidden WHOIS, young domain, low traffic), but the UK entity is real and active. | WealthBee ↗ |
| Pricing & plans | One consumer plan. Monthly is $19.99/mo (confirmed on the affiliates page, oddly not shown on the homepage pricing toggle). Annual is $149.99/year, displayed as roughly $12.50/mo with a “Save 20%” badge, saving about $89.89/year. Both advertise unlimited portfolios and unlimited trade imports. Enterprise pricing is custom and adds an embeddable dashboard and AI-powered automated reporting. | WealthBee ↗ |
| Free tier & trial | No free product tier; the free Google Sheets template on the site is a separate giveaway, not the app. There is a 14-day free trial, but it requires a credit card up front, so the onus is on the user to cancel before billing if it is not a fit. | WealthBee ↗ |
| Integrations & data import | Documented live read-only auto-sync exists for five brokers: Interactive Brokers (Flex Web Service token + Query IDs, with CSV Flex Query import also available), Charles Schwab (API, two-step auth), Questrade (OAuth-style authorize), Tradier, and TradeStation. The homepage applies an “AutoSync” label to six more (TastyTrade, Robinhood, E*TRADE, Fidelity, Webull, Wealthsimple) with no integration docs, so we treat those as unconfirmed marketing labels, not verified live sync. “AI Import for any broker” is undocumented. The features page lists Thinkorswim, Firstrade, Ally, and TD Ameritrade as file-import sources. Synced data is delayed roughly 15-20 minutes and refreshes every few minutes up to every 20 minutes per asset class. | WealthBee ↗ |
| Supported assets | Equities/ETFs, options, futures, and user-defined “unlisted assets.” There is no forex, crypto, or CFD support, which rules it out for much of TheFXGeek's audience. | WealthBee ↗ |
| Analytics & features | Customizable dashboard with 40-plus widgets and multi-portfolio support; P&L analytics by strategy, underlying, and weekday, cumulative and realized P&L, win rate, average gain/loss, and average holding time; multi-leg options chain and roll tracking; option payoff diagrams and risk analysis with breakeven; historic price charts; positions and transactions tracking; cashflow tracking (dividends, interest, deposits/withdrawals, fees, tax); calendar plus earnings calendar; trade notes, tagging, and book categorization; automated strategy categorization; custom reports; a margin calculator; and the OptionsMetrics scanner (Greeks, volume/OI) bundled free. No backtesting, trade replay, screenshot/image attachments, custom fields, or named playbooks were found. Web only, with no native mobile app. | WealthBee ↗ |
| Data privacy & security | The IBKR page states verbatim: “We only request read-only access to sync portfolio data” and “Credentials are never stored on our servers; the connection is broker-authorized.” That guarantee is verified for IBKR; Schwab, Questrade, Tradier, and TradeStation use softer “we never see your password” authorize flows. The privacy policy (last edited 31 May 2024) is thin: it collects email, region, IP, browser, access times, pages, and payment info; shares with “trusted partners”; states it does not sell, rent, or lease customer lists; and limits security to “SSL Protocol [and] Data Encryption.” No SOC 2, ISO 27001, GDPR-specific language, named sub-processors, hosting region, retention period, or deletion-rights clause is disclosed. | WealthBee ↗ |
Pricing & value
WealthBee is paid-only. There is no free product tier; the free Google Sheets template advertised on the site is a separate giveaway, not the app. There is a 14-day free trial, but it requires a credit card up front, so the onus is on you to cancel before billing if it is not a fit. The annual plan is $149.99 per year, which the homepage frames as roughly $12.50 per month with a “Save 20%” badge, a saving of about $89.89 versus paying monthly. The monthly rate of $19.99 is confirmed on the affiliates page but, oddly, is not shown on the homepage pricing toggle, which surfaces only the annual figure. Both paid plans advertise unlimited portfolios and unlimited trade imports, and Enterprise pricing is custom.
On value, the headline is competitive. Around $12.50 a month billed annually undercuts several mainstream journals, and bundling the OptionsMetrics scanner adds tangible utility for options traders. The caveat is that there is no free tier to de-risk the decision, so the only no-cost way to evaluate it is the card-required trial. Rivals such as TradesViz and TraderSync offer free entry tiers, and a trader who only needs basic logging may not need to pay WealthBee at all. The value case is strongest for the options trader who will actually use the position-level modelling and the scanner; for a plain equities log it is harder to justify over a free alternative.
Billed annually at $149.99/yr; $19.99/mo monthly; 14-day card-required trial| Plan | Monthly | Annual | Key limits | Best for |
|---|---|---|---|---|
| Monthly | $19.99/mo | n/a | Unlimited portfolios & trade imports | Active monthly traders (price confirmed on the affiliates page) |
| Annual | ~$12.50/mo equiv | $149.99/yr (Save 20%) | Unlimited portfolios & trade imports | Committed annual users |
| Enterprise | Custom | Custom | Embeddable dashboard, AI automated reporting | Firms and teams |
Data privacy & security
WealthBee is software, so it is not financially regulated, and that is normal rather than a negative; a journal does not custody money or place trades. Its terms state plainly that “WealthBee does not and will never provide advice. Always make your own decisions,” which is the correct posture for a journal. What matters instead is how it treats your trading data and credentials, and here the picture is genuinely good where documented and thin where not.
On credentials, the strongest guarantee is broker-specific. WealthBee's IBKR page states verbatim that it only requests read-only access to sync portfolio data and that credentials are never stored on its servers because the connection is broker-authorized. That is the gold standard, and it is verified for IBKR. For Schwab, Questrade, Tradier, and TradeStation the language is softer, along the lines of never seeing your password, with the technical specifics not fully detailed. We would not generalise the IBKR wording platform-wide, and the six homepage “AutoSync” brokers have no published security flow at all. The privacy policy, last edited 31 May 2024, is light: it collects email, region, IP, browser, access times, pages viewed, and payment information, shares data with trusted partners, and limits stated security to SSL and data encryption. There is no SOC 2 or ISO 27001 reference, no GDPR-specific language, no named sub-processors, no hosting region, no retention period, and no explicit deletion-rights clause. The no-sale promise is welcome but lightly backed:
“You may cancel your subscription at any time. To qualify for a refund of the active month's subscription, you must request a refund within 14 days of becoming a customer. You may only have one account.”
WealthBee Terms of Service, Terms & Conditions, Cancellation/Refund, accessed June 2026 TOS ↗
On billing, the terms are clear on the refund window but quiet on renewal. You may cancel at any time, but a refund of the active month's subscription is available only if requested within 14 days of becoming a customer. Auto-renewal is described only as a “recurring” service, with no explicit advance-notice or opt-out window disclosed, and refunds beyond the 14-day window, including mid-cycle and annual refunds, are not addressed. Combined with a card-required trial, that puts the cancellation discipline on you. The company picture is the area we scrutinise hardest: the About page claims a 2021 London founding, while the register shows a 1 June 2024 incorporation in Warwickshire, micro-entity accounts, and a live legal entity now named VERAXA AI LTD after an unexplained rename. None of that makes the product unsafe, but it is a transparency gap worth weighing before an annual commitment.
What traders say
The honest headline is that the sample is too small to carry much weight. Trustpilot shows 3.3 out of 5 across only 7 reviews, roughly 71 percent five-star and 29 percent one-star per Google metadata, with the page itself currently access-blocked. SourceForge shows 1.0 out of 5 from a single review. There are no indexed Reddit discussions, no Capterra or Product Hunt presence we could find, and only first-party demo content on YouTube. Treat everything here as directional sentiment, not a verdict, and note that any aggregate can swing materially on a single new review at this volume.
The positive theme is consistent and on-brand: options traders praise the position-level modelling and prefer it over execution-centric rivals. Per a Trustpilot review whose reviewer and date we could not independently verify, one user wrote of finding a real and complete follow-up of their options trades and liking the IBKR sync, while another said tools like Tradervue, TraderSync, and TradesViz failed to abstract information to the right level whereas WealthBee showed a more specific focus on trading options. The negative theme centres on reliability, which is exactly what a journal cannot afford. The one SourceForge reviewer, Nab A. (27 June 2025), wrote verbatim: “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.” A Trustpilot one-star review echoed bugs, sync failures, and poor support. Support sentiment is polarised, and the recurring sync-reliability complaints are the single most important caution we can flag.
“Options traders praise the position-level modelling, contrasting it favourably with execution-centric rivals like Tradervue, TraderSync, and TradesViz; one wrote of finding “a real and complete follow up of the options trades” and liking the IBKR sync.”
Community sentiment, Trustpilot (reviewer/date not independently verified; page 403-blocked), 2026 source ↗
“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”
Nab A., SourceForge (1.0/5, verified review), 27 Jun 2025 source ↗
Pros & cons
The balance below reflects a product that is strong at the analytical and options-modelling heart of journaling and narrower than its marketing suggests on coverage and track record. The strengths cluster around options insight, value, and credential-safe sync; the weaknesses cluster around asset-class gaps, a thin review base, sync-reliability reports, and company transparency.
- Best-in-class options modelling: multi-leg chains, roll tracking, payoff diagrams, breakeven and risk analysis
- OptionsMetrics Greeks scanner bundled free with every subscription
- Documented read-only auto-sync with five brokers (IBKR, Schwab, Questrade, Tradier, TradeStation)
- IBKR connection is explicitly read-only with credentials never stored on WealthBee servers
- Customisable analytics dashboard with 40-plus widgets and multi-portfolio support
- Competitive annual price (~$12.50/mo) with unlimited portfolios and imports
- Privacy policy states it does not sell, rent, or lease customer lists
- No forex, crypto, or CFD support, ruling it out for much of an FX-focused audience
- Six homepage “AutoSync” brokers and “AI Import for any broker” are undocumented, not verified live auto-sync
- Recurring sync-reliability and bug complaints in a very thin, polarised review base
- No native mobile app (web only); App Store “WealthBee” apps belong to a different company
- Company-identity red flags: 2024 incorporation vs a “2021” claim, Warwickshire vs “London,” and an unexplained rename to VERAXA AI LTD
WealthBee vs alternatives
Against the obvious rivals, WealthBee competes on options depth and price rather than breadth. TraderSync, Tradervue, and TradesViz are the journals its own users name, and the community read is that those tools centre on raw executions while WealthBee abstracts to the position and strategy level, which options traders prefer. On price, WealthBee's roughly $12.50 per month annual rate is competitive, though TradesViz and TraderSync offer free entry tiers that WealthBee does not match.
Where WealthBee loses is coverage and track record. Several rivals support forex and crypto and offer screenshot-based journaling, backtesting, or trade replay that we did not find here. They also carry far larger and longer review histories, whereas WealthBee's seven Trustpilot reviews and single SourceForge rating give little to lean on. For an options specialist on a supported broker, WealthBee's focus can beat a generalist; for everyone else, an established generalist is the safer pick.
How WealthBee compares to the next tools in our trading journals ranking:
| Metric | WealthBee | EdgeWonk | TraderSync |
|---|---|---|---|
| Our score | 6.4/10 | 7.1/10 | 7.0/10 |
| Starting price | $149.99/year (~$12.50/mo); no free tier | $197/year (no free tier) | 7-day trial, then $29.95/mo |
| Best for | Options traders on IBKR, Schwab, Questrade, Tradier, or TradeStation who want position-level analytics | MetaTrader traders who want the deepest psychology and discipline analytics | Active multi-asset traders who want deep analytics plus a market-replay simulator |
| Regulation | Offshore | Offshore | Offshore |
| Full review | This page | EdgeWonk review → | TraderSync review → |
In short: EdgeWonk edges ahead of WealthBee in the overall ranking, but options traders on IBKR, Schwab, Questrade, Tradier, or TradeStation who want position-level analytics is where WealthBee makes its strongest case.
Who is WealthBee for?
Use WealthBee if…
Use WealthBee if you trade equities, ETFs, options, or futures, especially multi-leg options, and your broker is Interactive Brokers, Schwab, Questrade, Tradier, or TradeStation. The position-level modelling, payoff diagrams, roll tracking, and free OptionsMetrics scanner are genuinely differentiated, and the read-only sync, strongest on IBKR, keeps your broker password out of the tool. The 14-day trial lets you confirm sync works for your account before committing, which given the reliability complaints is exactly what you should do.
Skip it if…
Skip it if you trade forex, crypto, or CFDs, need a native mobile app, rely on screenshot journaling, backtesting, or trade replay, or want a long, deep review history before you commit. If your broker is one of the six unconfirmed “AutoSync” names, do not assume hands-off syncing works without verifying it first. For those needs a rival with broader asset coverage, a mobile app, a free tier, or a longer track record will fit better.
Final verdict
WealthBee is a sharp, narrowly focused options journal at a fair price, let down by coverage gaps, a thin and reliability-flagging review base, and a company-identity picture that does not match its own marketing. The documented read-only sync with five brokers is real and credential-conscious, the options analytics are the standout, and the OptionsMetrics bundle adds value. But the recurring sync-bug complaints, the undocumented “AutoSync” brokers, the absence of forex/crypto/CFD support and a mobile app, and the unexplained rename to VERAXA AI LTD all temper the recommendation. For options traders on a supported broker willing to validate sync during the trial, it is worth a look. For TheFXGeek's FX-leaning core, it is not the tool. We land at 6.4 out of 10.
The most options-focused journal on test, with real read-only sync for five brokers, but no forex/crypto/CFD support, no mobile app, and sync-reliability complaints in a tiny review base. Open a demo account to try the platform risk-free, then fund a live account when you're ready. Trading carries risk.
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