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Consolidate
Bring multiple accounts, shares, options and cash balances into a single portfolio view while retaining account-level detail.
Coming soon • Australian market focus
Options portfolio managementSee the whole portfolio.
Understand the risk. Stay in control.
OptionsDesk is being built to help Australian investors manage shares and exchange traded options across multiple accounts, with portfolio valuation, Greeks, risk, performance and reconciliation in one professional platform.
Concept dashboard using demonstration data.
ASX FocusedInitially designed around Australian shares and ASX Exchange Traded Options.
Multi-AccountView accounts individually or consolidate selected portfolios.
Options-AwarePortfolio Greeks, expiries, income and risk in one place.
Built for ControlReconciliation, auditability and exception management.
One portfolio. One view.
More than a share portfolio screen
OptionsDesk is designed around the practical realities of managing portfolios that combine equities, short puts, short calls, long options and cash across multiple investment accounts.
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Understand
Monitor portfolio Greeks, exposure, performance, expiry concentration and income drivers across your positions.
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Reconcile
Keep portfolio records aligned with trade confirmations, broker statements and linked cash activity.
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Control
Identify portfolio issues, upcoming expiries and concentrated risk before they become difficult to manage.
Options intelligence
Manage risk at portfolio level
A single option position rarely tells the whole story. OptionsDesk is designed to aggregate the risk of all holdings so you can understand how the portfolio behaves as a whole.
- Portfolio Delta, Gamma, Theta and Vega
- Exposure by account, underlying security and expiry
- Short put, short call, long put and long call summaries
- Days-to-expiry and concentration monitoring
- Scenario and stress-test analysis
- Portfolio health indicators and exceptions
Reduce administration
Designed to make portfolio records easier to maintain
OptionsDesk is planned to progressively automate trade capture, broker statement reconciliation and bank transaction matching while keeping the user in control of exceptions and corrections.
- Electronic trade confirmation processing
- Broker statement comparison
- Bank transaction import and classification
- Unmatched transaction review
- Account-level audit history
- Reporting-ready records
Australian firstSuggest a Feature
Focused initially on the ASX
The initial release is being designed around ASX-listed equities, ASX Exchange Traded Options and Australian-dollar portfolios. Additional international markets may be considered as the platform develops.
Help shape OptionsDesk
Have a feature that would make managing your portfolio easier? Tell us how you work and what you would like the platform to do.
Coming soon
Register for early access
OptionsDesk is currently under development. Register your interest to receive launch information and details of possible early testing opportunities.
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