The portfolio command center
See positions and portfolio information together in the demo.
Explore the demo ↗Position Tracker is software for organizing and analyzing stock and options positions. It brings portfolio information and research tools into a dedicated workspace for self-directed investors.
Organize portfolio information in a dedicated workspace.
Review stock and options positions alongside relevant data.
Use research tools to examine information in context.
Explore portfolio organization and research tools in the product demo. The image shows sample data.
Explore Position Tracker ↗
A look inside Position Tracker’s public product demo. These screens show sample data, rather than a live customer portfolio.
See positions and portfolio information together in the demo.
Explore the demo ↗Explore how research appears alongside portfolio information.
Explore the demo ↗Browse the sample workspace for stock and options positions.
Explore the demo ↗