PositionMgr is the book of record for serious traders: size every position against real risk, stage the orders, reconcile automatically against what your broker actually filled — and review every trade with professional discipline.
One platform, three kinds of traders — the same rigor at every size.
A position here is the idea itself — and it can hold whatever expresses it. Shares with a protective collar. A deep call standing in for stock, hedged with a put. Two symbols moving as one thesis. A fund core with an options overlay, coins alongside equities. Mix stocks, options, mutual funds, and crypto in a single position — every leg sized, tracked, and P&L’d together as the one trade you actually have on.
Allocation ÷ price, risk from the stop, reward from the target ladder — R/R computed before you commit a dollar. Stocks, funds, options structures, and crypto, dollar-first where that's how the asset trades.
Book-level drawdown scenarios, hedge sizing fit to your actual holdings, and stops that auto-cancel their sibling orders the moment a position goes flat.
Connect every brokerage you use — retirement, taxable, crypto — and the transactions flow in on their own — fills match your plans, hand-keyed numbers correct to broker truth, nothing double-counted, nothing silently dropped.
True FIFO lot accounting across stocks, options, mutual funds, and coins. Dividends, DRIPs, transfers, and expirations all land as what they are — audited, editable in place, never fudged.
Every position tells its story: what you planned, what filled, what you exited through, and what's standing now — with the original stop, target, and R/R preserved forever.
A built-in review system flags what needs your eyes — positions drifting past plan, a thesis never written, lessons never logged — and clears only when you've actually looked.
Charts with your plan lines drawn on them, a macro pulse strip, earnings and event calendars, and price watches that ping once per crossing — context, not noise.
Conviction, bias, setup, and outcome on every trade. Win rates, profit factor, R-multiples, gain-to-pain and calendars that tell you what your process is actually worth.
A full desktop workbench and a phone tier designed for fingers — same numbers, same book, wherever the market finds you.
Size the position, set the stop and targets, write the thesis. The risk math computes as you type — and what you skip, the app keeps asking about.
Stage the orders, fill them at your broker, log or import the fills. Plans and fills find each other automatically.
Your brokerage transactions flow in automatically and square against your plans. Your book and your broker's book agree.
Post-mortems with the original plan beside the outcome. Keep what worked, name what didn't, feed it back into the rules.
Most portfolio tools show you what you own. PositionMgr holds you to what you decided.
Every position is sized against the loss you're willing to take — not the gain you're hoping for. No plan, no order.
Positions, hedges, options legs, funds and coins in one reconciled book — marked live, sized by risk-to-reward (R/R), verified against the broker.
Every closed trade becomes evidence. The review system turns outcomes into rules, and rules into the next trade's guardrails.
Your IRA sits at one broker, your employer 401(k) at another, crypto on an exchange — but it's one portfolio to you, so it's one book here. PositionMgr syncs the transactions from every connected account automatically — fills, dividends, transfers — and keeps the whole thing current and reconciled without re-keying trades you already placed. Everything in your book is encrypted, behind multi-factor sign-in, visible only to you.
PositionMgr is in private pilot, with public launch coming soon. If you manage real money with real discipline — or want to start — get on the list.
PositionMgr is in private pilot. Leave your details and you're on the list — we'll reach out as seats open.