QL Desk

Your AI investment command center.

Most platforms sell another signal. QL Desk sells the workflow: what changed, why it matters, what decision is due, and which QuantLogix tool should handle it next. It turns research, portfolio risk, thesis tracking, agents, and receipts into one daily operating system.

Attention queue, not dashboard sprawl Receipts on every decision Thesis drift before regret
1daily command center instead of scattered pages
4core loops: research, decide, monitor, review
0black-box recommendations without a handoff path
receipts, because process should be inspectable

New here? Start in five steps.

QL Desk gets sharper with every input you connect. Follow the steps in order — each takes a couple of minutes, permanently upgrades your daily brief, and your progress is saved to your account.

Then meet the rest of QuantLogix.

The desk hands work off to the whole platform — take a two-minute tour of each product without leaving this page.

The differentiator is the loop.

QuantLogix already has signals, Intelligence, agents, risk tools, and proof systems. QL Desk packages them into the user behavior that compounds: make a thesis, size the decision, watch invalidation, review the outcome.

What QL Desk owns.

A focused product layer that makes the whole QuantLogix stack legible and sticky.

Attention queue

A ranked queue of what needs a decision: thesis drift, earnings risk, signal deterioration, unusual flow, exposure concentration, and stale review dates.

Open Risk Inbox →

Thesis cockpit

Every active idea has an owner, assumptions, evidence coverage, invalidation rules, and a next review trigger instead of becoming a forgotten note.

Open Thesis Lab →

Decision handoff

Every alert routes into a concrete next action: research brief, decision card, paper trade, hold review, hedge lab, or autopsy.

Open Decision Integrity →
🤖

Agent delegation

Prebuilt desk agents watch actual holdings and stay quiet unless a material portfolio event occurs.

Open Agents →
🪞

Portfolio what-if

Stage changes, compare risk before and after, and avoid discovering concentration or correlation after the trade.

Open Portfolio Twin →
🧭

Accountability

Steward grades the user’s process against their own receipts and the platform’s verified consensus.

Open Steward →

Today’s brief — built from your book

No sample data. QL Desk reads your holdings, watchlist names, open theses, live signals, price moves, and filings, then ranks what actually needs a decision this morning.

Connecting your deskChecking your session…
Open Action Desk
0in queue
0urgent
0names covered
0reviewed

Prioritized queue

Connecting…

My Desk — your personalized dashboard.

Performance against the S&P 500, deep portfolio analysis, your documented theses, and your decision journal — arranged your way and synced to your account.

Who this unlocks.

QL Desk gives each buyer segment a clear reason to return daily.

Active investorsLess tab-hopping. One queue for which names need research, action, or patience.
Creators and analystsA repeatable process for publishing thesis-backed calls with receipts and postmortems.
RIAs and family officesA lightweight desk process for portfolio review, client-ready decision logs, and risk triage.

QL Desk is investment research workflow software. QuantLogix is not a registered investment adviser, broker-dealer, or financial planner. Signals, alerts, scores, and AI commentary are educational only and do not constitute investment advice or recommendations. Trading involves risk of loss.