What the day actually asks of you
See the book, not a snapshot
Positions across every account and institution, the lots underneath them, cash and treasury balances, and the blotter that explains how a position got that way.
Separate a good month from a lucky one
Time-weighted returns sitting next to volatility, beta and drawdown, with exposure broken out, so risk is part of the same conversation as performance.
Hear about it before the meeting
A daily brief with the overnight moves, the releases due today and the filings from names you hold, plus alerts on the levels you actually care about.
Check the thesis, quickly
Pull the financials, put the name against its closest comparables, and read what changed in the risk factors since last year, without leaving the layout.
Keep the desk on one screen
Publish the layout and the saved screens everyone should be working from, then talk a position through in chat with the chart attached.
Produce the number someone asked for
Export the panel to a spreadsheet or the chart to an image, and the source and any delayed marking travel with it.
The hour before the open
Four panels in one colour group, and the morning answers itself in the order you would ask.
- BRIEF
Read the overnight
Moves in what you watch, releases due today, and everything your alerts caught while you were asleep.
- HOLD
Look at the book
Positions and exposure across accounts, with cash beside them, so you know what you are carrying into the day.
- FIL
Read anything that filed
The 8-K events from names you hold, broken out by item, linked back to the original document.
- ALERT
Set the level that matters
Put an alert on the price, the move or the keyword that would change your mind, and stop watching the screen for it.
Questions from portfolio managers
Ledington for other roles
Try the terminal before you sign up
The demo runs on simulated data and needs no account, so you can open every panel and build a layout before you talk to anyone.
In your browser or on your desktop
Use Ledington in any modern browser, or install the desktop app for its own window and an always-on-top mode. Your layouts follow you between them.
Available for macOS and Windows.
Download the app