PortfolioDESKPRO
Your portfolio, in the currency you think in.
What you hold, what it is worth and what it pays out — with allocation, performance, diversification, your goals and an AI analyst in the same place.
Part of DESK Pro — coming with live market data.
Portfolio
your positions · example data| Position | Book cost | Share |
|---|---|---|
| Northline Retail | €4,180 | 42.1% |
| Vantis Energy | €2,940 | 29.6% |
| Gold ETC | €1,610 | 16.2% |
| Bitcoin | €1,205 | 12.1% |
4 of your positions · switch the currency above
Broker, platforms & prop firms
your listPortfolio
your positions · example data| Position | Book cost | Share |
|---|---|---|
| Northline Retail | €4,180 | 42.1% |
| Vantis Energy | €2,940 | 29.6% |
| Gold ETC | €1,610 | 16.2% |
| Bitcoin | €1,205 | 12.1% |
4 of your positions · switch the currency above
Broker, platforms & prop firms
your listPortfolio
your positions · example data| Position | Book cost | Share |
|---|---|---|
| Northline Retail | $4,520 | 42.1% |
| Vantis Energy | $3,180 | 29.6% |
| Gold ETC | $1,740 | 16.2% |
| Bitcoin | $1,303 | 12.1% |
4 of your positions · switch the currency above
Broker, platforms & prop firms
your listPortfolio
your positions · example data| Position | Book cost | Share |
|---|---|---|
| Northline Retail | CHF 3,990 | 42.1% |
| Vantis Energy | CHF 2,805 | 29.6% |
| Gold ETC | CHF 1,536 | 16.2% |
| Bitcoin | CHF 1,150 | 12.1% |
4 of your positions · switch the currency above
Broker, platforms & prop firms
your listWhat you get
- Positions with book cost, value and profit in the currency of your choice — converted at the rate of the day each transaction was booked.
- Allocation by position, type, asset, region, sector, industry, country, currency and market cap.
- Performance: price gain, dividends, realised gain, costs, internal rate of return and time-weighted return.
- A diversification score, so concentration is visible instead of implied.
- Every transaction in one history; statements can be imported.
- Goals: a retirement view on World Bank figures and a passive-cashflow target.
- An AI analyst that reviews the portfolio or builds an example portfolio to learn from.
- Dividends: calendar, yield, yield on cost and growth per year.
- A watchlist for what you follow but do not own yet.
- Live valuation of stocks and ETFs, and performance against an index.
Several portfolios
Keep them apart or see them aggregated — each one counts only if you want it to.
Goals, not tips
What is still missing for retirement and monthly cashflow — not what to buy.
Your own entries
Nothing is linked to a broker; you decide what goes in.
Inside DESK
What it looks like.
Screens from the running app with an example account — the positions and figures are examples; retirement figures are blurred.
One portfolio, one screen
The investments tab of a portfolio: value, positions, transactions, allocation, performance and diversification side by side.
- Book cost, value and profit per position, with the price in its own currency.
- Performance by year, with internal and time-weighted return.
- Switch between single portfolios and the aggregate at the top.
Where the money sits
Allocation in nine views, each as a ring with the shares beside it.
- Positions, type, assets, regions, sectors, industries, countries, currencies and market cap.
- Look through funds into what they hold.
- Every portfolio on its own, or all of them together.
How spread out it really is
A diversification score from 0 to 100, and what it is made of.
- One reading per view: positions, type, regions, sectors, currencies.
- Each shows how many groups it found and how much of the portfolio the data covers.
- Concentration is visible instead of implied.
Goals you can measure
Retirement and passive cashflow, both against what you already hold.
- Retirement: years and yearly spending from World Bank figures for your country — frugal, average or comfortable.
- Passive cashflow: payouts of the last twelve months against your monthly target.
- Choose which portfolios count.
An analyst to think with
Ask about a position, have the whole portfolio reviewed — or let it build an example portfolio from capital, risk profile and horizon.
- Answers cite their sources; web search is used where it helps.
- Example portfolios are for learning and are booked as their own portfolio.
- Not investment advice.
Dividends, year by year
Everything a portfolio has paid out, with the numbers that matter for income investors.
- Total received, dividend yield, yield on cost and payout growth.
- Payouts per year by position, with the next twelve months ahead.
- A payout calendar with announced dates.
Built on
named on every panel in the appWorld Bank · mempool.space · CoinLore · ECB exchange rates · your own entries