Read-only multi-brokerage portfolio & options dashboard (Plaid/SnapTrade) with concentration guardrails, AI portfolio briefings, and free public SEC EDGAR filing & U.S. Congress stock trade hubs. Informational only; not investment advice.
A startup from Clarksville, the United States, founded by Aseem Kishore.
This page is designed to help you find out whether Position Tracker is good and if it is the right choice for you.
Position Tracker (https://positiontracker.trading) is a web-based multi-brokerage portfolio and options decision desk paired with free public SEC EDGAR and U.S. Congressional trading intelligence hubs.
Connected Portfolio & Options Workspace:
• Read-only brokerage sync via Plaid and SnapTrade (supports Robinhood, Fidelity, Charles Schwab, Vanguard, Interactive Brokers, and more — cannot place orders or move funds).
• Automatic 15% single-stock and 35% sector concentration guardrails so oversized positions stand out immediately.
• Dedicated options tracking for covered calls, cash-secured puts, vertical spreads, expiration calendars, assignment alerts, and ~15-minute delayed options chains with Greeks and AI trade analysis (Pro).
• Dividend income calendar, earnings calendar, tax-loss harvesting estimates, and a daily AI portfolio briefing grounded in your actual holdings.
100% Free Public Research Hubs (No Login Required):
• AI SEC Filings Hub (/sec-filings): Plain-English summaries of Form 8-K, 10-K, 10-Q, Form 4 insider transactions, 13D/13G, and institutional 13F filings with direct links to SEC.gov EDGAR.
• U.S. Congress Stock Trades (/congress-trades): Senate and House STOCK Act disclosures organized by politician and ticker, including disclosure lag and PDF summaries.
• Free Calculators (/tools): Instant 15-ticker portfolio concentration & filing check, Covered Call calculator, and Options Wheel break-even calculator.
Informational only; not investment advice.
Listed in
Read-only brokerage sync
Connect Robinhood, Fidelity, Schwab & more via Plaid and SnapTrade (no trade execution access)
Options & Short-Leg Tracking
Track covered calls, cash-secured puts, spreads, expirations, and assignment alerts alongside share
Concentration Risk Guardrails
Automatic 15% single-stock and 35% sector exposure alerts across all connected accounts
Daily AI Portfolio Briefing
Plain-English daily briefing and trim/hold reviews grounded in your synced positions
Dividend & Earnings Calendars
Projected dividend income, ex-dividend dates, and upcoming portfolio earnings schedule
Tax-Loss Harvesting Analytics
Identify unrealized losses and estimated tax savings across stock positions
Free AI SEC EDGAR Filings Hub
Plain-English Form 8-K, 10-K, 10-Q, Form 4, 13D/13G, and 13F summaries at /sec-filings
Free Congress Stock Trades Hub
Senate and House STOCK Act disclosures by politician and ticker at /congress-trades
TypeScript, React, Next.js, Node.js, PostgreSQL (Neon), Vercel, Plaid, SnapTrade, Clerk authentication, Stripe, and multi-model LLM pipelines grounded in official SEC EDGAR filings and market data.
Self-directed stock, ETF, dividend, and options investors (especially covered-call and cash-secured-put / wheel traders) managing holdings across multiple brokerages such as Fidelity, Charles Schwab, Robinhood, Vanguard, and Interactive Brokers who want institutional-grade SEC filing intelligence and portfolio risk discipline without day-trading noise.
Position Tracker was built by Aseem Kishore (founder of AK Internet Consulting, Inc. and publisher of Online Tech Tips) out of frustration with managing stocks, LEAPs, covered calls, and cash-secured puts across multiple brokerage accounts in spreadsheets. Existing portfolio trackers either ignored options legs or charged $30–$50/month while burying primary SEC filings behind paywalls. Position Tracker started as an internal portfolio risk and SEC EDGAR monitoring terminal before opening publicly at positiontracker.trading.
Most retail investors are forced to stitch together three separate subscriptions: a dividend/equity tracker (like Snowball Analytics or Sharesight), a trade journal for options legs (like TradesViz), and an institutional/political flow feed (like Unusual Whales or Quiver Quantitative). Position Tracker combines read-only multi-brokerage stock + options tracking, 15% single-stock / 35% sector concentration guardrails, and holdings-grounded AI briefings in one $5–$10/mo workspace, while keeping its AI-summarized SEC EDGAR filings (/sec-filings) and U.S. Congress STOCK Act disclosures (/congress-trades) 100% free on the open web.
True stock + options visibility together: Unlike equity-only dividend trackers where covered calls and cash-secured puts break cost basis or hide assignment risk, Position Tracker tracks open short legs, DTE calendars, and share holdings side by side.
Transparent $0 / $5 / $10 pricing: Competitors charge $15–$50+/month for brokerage sync, options analytics, or Congress/insider trade feeds. Position Tracker offers a permanent $0 Free tier, $5/mo Starter (Plaid & SnapTrade sync + daily AI briefings), and $10/mo Pro (~15-min delayed options chain with Greeks & AI options review), plus a 14-day free trial with no credit card required.
Strictly read-only security: Connections run through Plaid and SnapTrade with zero permission to place trades or move money.
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