DeskFi
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AI-Powered Portfolio IntelligenceGet started

Your personal
hedge fund desk

Connect your Trading 212 account and get institutional-grade
intelligence, thesis-driven analysis, and weekly allocation calls.

Get started
DeskFi dashboard showing portfolio summary, top gainers and losers, goal tracker, and sector allocation
How It Works

The Intelligence Pipeline

The same loop that institutional desks run, automated and personalised to your portfolio.

Step 01

Sync Your Portfolio

Connect your Trading 212 account. We pull your exact holdings, cost basis, and current positions in real time.

Step 02

Scan Live News

For each stock you hold, we monitor breaking news, earnings, SEC filings, and analyst upgrades as they happen.

Step 03

Cross-Reference and Analyse

Holdings are cross-referenced with macro events, geopolitical shifts, and sector trends. Your thesis and risk profile filter signal from noise.

Features

Everything You Need

Institutional-level tools without the six-figure Bloomberg terminal.

Weekly Allocation

AI-generated buy and hold calls each week with exact dollar amounts, sized to your budget and risk tolerance.

Live T212 Sync

One-click sync pulls your real positions, cost basis, and P&L directly from Trading 212. Always up to date.

Research Chat

Ask questions about any holding. Get fundamental analysis, technical levels, and catalyst timelines in seconds.

Stock News Feed

Curated news for every ticker in your portfolio. Filtered by sentiment, sector, and impact level.

Pricing

Simple Pricing

Start free. Upgrade when you want AI-powered intelligence.

Free

Track your portfolio

$0/month
  • Trading 212 sync
  • Dashboard and P&L tracking
  • Desk notes on holdings
  • Basic sector breakdown
  • Trade journal
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Popular

Pro

Full intelligence suite

$9.99/month
  • Everything in Free
FAQ

Common Questions

Is this financial advice?

No. DeskFi is an informational and educational tool only. All AI-generated analysis and allocation recommendations are not financial advice. Always do your own research and consult a qualified advisor before making investment decisions.

How does the Trading 212 connection work?

You provide a read-only API key from your Trading 212 account. We use it to pull your holdings, cost basis, and positions. We never place trades or modify your account. You can disconnect at any time from Settings.

What AI models power the analysis?

We use Anthropic's Claude, one of the most capable AI models available. It analyses your holdings against live news, macro trends, and your personal thesis to generate research and allocation calls.

How often are allocation recommendations updated?

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DeskFi is not a financial advisor. All content is for informational purposes only. See our Terms for details.

Step 04

Get Actionable Calls

Every week you receive specific allocation recommendations with exact amounts, conviction ratings, and reasoning. Built around your budget.

Earnings Sentiment

Track earnings calls and analyst sentiment shifts across your holdings before they move the price.

Rebalancing Engine

See which positions are overweight or underweight relative to targets and get exact rebalance trades.

Stress Testing

Run scenario analysis on your portfolio. See how rate hikes, sector crashes, or geopolitical events impact P&L.

Watchlist and Screening

Track stocks you want to buy. Get alerts when they hit your target entry price or thesis triggers.

AI weekly allocation calls
  • Research chat (unlimited)
  • Stock news feed
  • Earnings sentiment tracker
  • Stress testing and scenarios
  • Rebalancing engine
  • Priority support
    • Start Free Trial

    Weekly. Every week the AI reviews your portfolio, current market conditions, and your budget to generate fresh buy, hold, and trim calls with exact dollar amounts and conviction ratings.

    Is my portfolio data secure?

    Yes. Your API keys are stored encrypted, all connections use HTTPS, and we never sell or share your data. Your portfolio information is only used to power your personal intelligence dashboard.

    Can I use this without Trading 212?

    The core sync feature requires Trading 212, but you can still use the research chat, news feed, and analysis tools by adding holdings manually.