Pricing

Simple, honest pricing

Start free with the core portfolio hub and net-worth tracking. Upgrade when you want deeper analytics, more benchmarks, income tracking, and strategy tools.

Free

$0/forever

For getting your portfolio organized.

  • Dashboard, positions, transactions & cash flows
  • 1 portfolio · up to 30 active positions
  • Cross-broker tracking with CSV import
  • Price targets, scenarios & thesis per position
  • Time-weighted return vs SPY
  • Automatic performance snapshots
  • Net worth tracking (up to 5 wealth assets)
  • Earnings calendar
  • 3 price alerts
PRO

PositionDesk Pro

14-day free trial
$6.99/month

or $60/year (about 28% off). Free for 14 days — after the trial ends, the full recurring price of $6.99/month (or $60/year) applies until you cancel.

  • Everything in Free, plus:
  • Up to 3 portfolios · unlimited positions & alerts
  • Up to 3 custom benchmarks
  • Concentration, currency & style analytics
  • Dividend tracking with auto-detection & projections
  • Fixed Income workspace (YTM, ladder, calculators)
  • Strategy module: policy, targets, drift & journal
  • Unlimited wealth assets (net worth)
  • Realized gains / tax report (CSV export)
  • PDF performance reports

Billing is handled securely by Paddle (our merchant of record). Prices in USD. Taxes may apply and will be calculated at checkout. PositionDesk is informational only and not investment advice.