FindeskCo gives clients one secure place to view their holdings, understand their risk, monitor markets, and access practical investment tools — without needing to be an expert.
Request Client Portal AccessView all equity positions, quantities, current values, and daily movements in one clear table. See your full portfolio — not just a total.
Track open option positions including contract details, expiry dates, current value, and exposure. Know exactly what you hold.
Wake up with overnight market data — US futures, major indices, commodities, and FX — so you know what's moving before the ASX opens.
Monitor short interest levels for ASX-listed stocks — useful context when evaluating conviction in a position or watching for potential squeezes.
Calculate investment returns across different time periods. Understand the performance of individual holdings and the overall portfolio.
Stay ahead of scheduled economic events — RBA decisions, employment data, CPI, GDP releases — and understand how they may affect your portfolio.
General information: The information available through the FindeskCo client portal is general in nature. It does not take into account your personal objectives, financial situation, or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances and seek advice from a licensed financial adviser where required.
Talk to our team about onboarding your clients to the FindeskCo portal.
Request Client Portal Access