Ledington for portfolio managers

Know what you own, and what it just did

A book built from transactions rather than a list of tickers, so exposure and performance can be taken apart when someone questions them. The overnight arrives as a brief, and the names that matter tell you themselves.

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.

PORTHOLDBLOTCASH

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.

PERFPRISKEXPOSURE

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.

BRIEFALERTMALERT

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.

FACMPRISK

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.

LAYIBEQS

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.

EXCELPNG

The hour before the open

Four panels in one colour group, and the morning answers itself in the order you would ask.

  1. BRIEF

    Read the overnight

    Moves in what you watch, releases due today, and everything your alerts caught while you were asleep.

  2. HOLD

    Look at the book

    Positions and exposure across accounts, with cash beside them, so you know what you are carrying into the day.

  3. FIL

    Read anything that filed

    The 8-K events from names you hold, broken out by item, linked back to the original document.

  4. 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