Built for investors who want the full picture
Most portfolio tools either mirror a broker balance or become another spreadsheet to maintain. That is not enough when your investments live across accounts, currencies, asset classes, and strategies.
PositionDesk exists to be the central layer above all of that: one place to record what you own, see the charts that matter, track real performance net of deposits and withdrawals, and compare the portfolio against the benchmarks you care about.
Real performance
Time-weighted return helps answer the question that account balances cannot: are the investments themselves compounding, after removing cash-flow noise?
One desk, not ten tabs
Positions, transactions, cash flows, snapshots, analytics, dividends, fixed income, and rebalancing all share one source of truth.
Clearer decisions
Pie charts, movers, concentration metrics, benchmark comparisons, and reports make it easier to understand what is driving the portfolio.
Who it is for
Self-directed investors who want one portfolio command center across brokers, currencies, and asset classes, with enough analytics to make the picture clear without rebuilding a spreadsheet every weekend.
PositionDesk provides informational tools only and does not provide investment, tax or financial advice.