SoT Desk

SoT Desk is a portfolio desk for self-directed investors who place their own trades. It puts every broker, currency, share and options spread into one book that reconciles to your broker's net liquidation value, then does the work a spreadsheet leaves to you. Options risk: 28 option structures recognised automatically from their legs, with payoff at expiry, breakevens, probability of profit and capital at risk on every position, plus book-level Greeks. A Direction column shows which way each position is betting. Portfolios: up to 5 portfolios across 45 exchanges and 20 currencies, with net worth, cash and income in your base currency. Screener: 59 variables you combine into your own rules, not someone else's preset. Allocation: a sizing plan that shows both delta exposure and capital at risk, so a short put is not mistaken for a small position. Plain-language risk: a "What matters now" view lists what needs attention today. All 156 definitions behind the numbers are published. Broker sync: Interactive Brokers and Lynx update automatically through a Flex Query every weekday morning. Other brokers import by CSV. Live read-only demo, no sign-up. Not financial advice.