SDX Desktop

Manage every building. Run every framework.

Desktop is the portfolio management workspace built on the SDX shared platform. Sustainability ops, property managers, and compliance teams use it to keep meters current, run six benchmarks at once, and submit to 16+ frameworks from a single source.

Capabilities

Built for the day-to-day

Benchmarking is only useful if the data behind it stays current. Desktop is the workspace where that happens — meters, photos, funds, goals, and submissions, all in one place.

Inline portfolio editing

Edit property details directly in the portfolio table — per-field saves with instant visual confirmation. No separate edit pages, no modals.

CSV meter upload wizard

Drag-and-drop import with intelligent column mapping, per-row validation, and a guided 4-step flow. Works with utility bill exports from any format.

Interactive stacking plan

Visual 2D floor plans per building. Add tenant spaces, assign meters, and track occupancy and data quality at a glance.

Fund organization

Group properties into Core / Value-Add / Opportunistic funds. Filter portfolio and benchmarks by fund. Weighted-average performance metrics in Data Explorer.

Goal & pathway tracking

Set decarbonization targets aligned to CRREM 1.5°C, SBTi, LL97 / BEPS / MEES, GRESB, or custom internal targets. Goals cascade entity → fund → building.

Customizable portfolio table

Show or hide any column — Property, Type, Fund, Location, Floor Area, Score, Users, Year Built, Site EUI, GHG, Annual Energy Spend.

Auto-geocoding

Properties geocoded on create or update. Batch geocoding available for existing portfolios.

Building photos

Upload photos for each property (up to 5MB). Photos replace the default map view on building pages, creating a visual portfolio.

Collapsible sidebar

Clean, space-efficient navigation with a vertical toggle. Collapsed state shows icon-only nav — maximizing workspace for data-heavy views.

Compliance framework submissions

16+ regulatory and voluntary frameworks mapped automatically — GRESB, LL97, BERDO, BEPS, MEES, TCFD, CDP, and more.

14 languages, any units

Full UI in 14 languages. Metric or imperial, 15 currencies — applied globally across charts, reports, and exports.

Data quality grades

Per-property completeness, accuracy, and freshness scoring with letter grades. Meter gap detection and assurance-readiness tracking.

Inside Desktop

Your portfolio, one row at a time.

The portfolio table is the heart of Desktop. Every column is editable inline, every row links straight to the building profile, and the table state — columns, filters, fund grouping — is per-user.

app.sdxchange.ai/portfolio
142 buildings
All fundsCoreValue-AddOpportunisticSort: Stranding year ↑
PropertyTypeFundFloor areaENERGY STARGHG (kg/m²)CRREMDQ
525 Lexington AveOfficeCore628,000 ft²4764.22026A-
300 Madison AveOfficeCore1.21M ft²5858.12027A
Aon CenterOfficeValue-Add2.79M ft²6257.32027B+
101 California StOfficeCore1.25M ft²7154.62028A
1 Federal StOfficeOpportunistic1.30M ft²5461.82026B
Tower 49OfficeValue-Add486,000 ft²7847.22031A
Showing 6 of 142 · Edit columnsLive · synced 2 min ago

Illustrative — actual UI

Mobile delivery

Tenants and property managers — on their phone.

The SDX Tenant & Property Manager portal is a mobile-first PWA that ships with Desktop. Installable on a home screen, designed for the people closest to the meter — not the asset manager at a desk.

Data quality dashboard

Tenants and property managers see meter health, missing readings, and data freshness for the buildings assigned to them.

Action items, not noise

Severity-ranked tasks: red for compliance gaps, amber for stale data, green for healthy. The PWA tells them what to do next.

Property cards

Photo, address, meter health indicators, and direct path to bill upload, reading entry, or meter submission.

Building-level delegation

Invite tenants and property managers to specific buildings with read-only or edit access. Track invitation status, assigned properties, and last login from Settings or any Building Profile.

9:41Live
Hudson Yards Tower 1
7 meters · 4 stale · LL97 risk
Submit electric reading
Upload Q4 utility bill
Confirm meter assignment
Data quality
B+
Up from C, last 30 days

Illustrative — actual UI

Where it sits

Desktop is the workspace — SDX is the shared layer underneath.

Every change made in Desktop — a meter reading, a fund reorganization, a building photo — flows into the same shared platform that powers Intelligence and the MCP Server. One source of truth, three ways to reach it.

SDX Shared Layer
Definitions
Normalization
Benchmarking
Lineage
Data Sources
Utilities (Green Button)
ENERGY STAR (EPA)
Owners & Consultants

The shared layer is the product. The surfaces are how you reach it.

Run your portfolio.

Free for every owner. No seat licenses, no per-building fees — Desktop is part of the platform.

Questions before you launch? Email info@sdxchange.ai.