One clear hub for your whole portfolio
PositionDesk brings every broker and asset class into one clean command center, then shows whether your strategy is actually beating your benchmark once deposits and withdrawals are stripped out.
No card required · 14-day Pro trial · Informational only, not advice
Real screenshots of a live demo portfolio — not mockups.
Know what your investments are doing
Charts, allocation views, automatic snapshots, and benchmark comparisons turn scattered holdings into a portfolio you can actually read.
Every broker, one command center
Track stocks, ETFs, options, bonds, crypto, Cedears and multi-currency holdings in one organized view, with FIFO tax lots and historical FX handled for you — and your own price targets, scenarios and thesis on every position.
Performance that ignores cash-flow noise
Time-weighted return shows the return of the investments themselves, net of deposits and withdrawals, so you know whether you are beating the market or just adding more money.
Real allocation analytics
See concentration, sectors, geography, currencies, top movers, and allocation charts so you understand where risk and return are coming from.
Income tracking
Follow dividends, yield-on-cost, recent payments, upcoming ex-dividend dates, and projected income alongside the rest of the portfolio.
Fixed income in the same picture
Track bonds and bills with accrued interest, current yield, approximate YTM, coupon schedules, and total portfolio impact.
Strategy & guardrails
Write your investment policy, set target allocations with tolerance bands, watch drift and built-in concentration checks, and keep a decision journal so changes are deliberate instead of impulsive.
Net worth, beyond the brokerage
Track real estate, vehicles, cash, metals and other assets next to your portfolios — liabilities, income and maintenance costs netted into one clear net-worth view.
Multi-portfolio & reports
Run up to 3 portfolios as independent sub-accounts and switch in one click, then export PDF performance reports and realized-gains summaries when you need them.
See PositionDesk in motion
A quick walkthrough of the positions workspace — holdings, tax lots, price targets, scenarios and the research layer in action.
Recorded on a live demo portfolio.
The whole toolkit, on real data
Positions, performance, analytics, strategy and fixed income — the same screens you get on day one, in light or dark and in your language.
Every holding with FIFO tax lots and live P&L — plus your own research layer: price targets with upside, target dates, bear/base/bull scenarios and an investment thesis on each position.
“I can finally see my whole portfolio without stitching broker exports together. The allocation charts make the risk obvious in seconds.”
“The TWR view is the unlock: it tells me whether the investments are working, not just whether I added more money.”
“Snapshots, benchmark comparison, and the strategy targets replaced three tabs of formulas. It feels like a real portfolio desk.”