Ledington for research analysts

The work behind the recommendation

Most of the job is reading. Ledington cuts the part where you hunt for the document: risk factors come out of the 10-K already parsed, a phrase search runs across the whole filing history, and the note you write stays next to the numbers that justified it.

What the day actually asks of you

Get to the passage, not the document

Open the business description or risk factors straight from the latest 10-K, search a company's filings by phrase, and read 8-K events broken out by item.

10KRISKDSFIL

Build the history you need

Income statement, balance sheet and cash flow in native units, quarterly or annual, with several names side by side on the same line item.

FACMP

See who is positioned against you

Form 4 insider transactions as they are filed, institutional holdings by manager, and how crowded the short side has become.

INS13FSI

Write it up where the desk reads it

Notes live in the workspace against the symbol, in markdown, so the thesis sits with the evidence instead of in a document nobody opens.

NOTESIB

Know before the desk asks

Alerts on a price level, a percentage move, a volume spike or a news keyword, and a daily brief that collects filings from the names you hold.

ALRTBRIEF

Hand over something checkable

Export the panel to Excel or the chart to an image, and every figure keeps the source it came from and any delayed or stale marking.

EXCELPNG

A name lands on your desk

Four panels, one colour group, and the whole screen follows the symbol you type next.

  1. Q

    Start with the quote

    Open the quote and link the panel to a colour group. Everything you open next joins the same symbol.

  2. RISK

    Read what management is worried about

    Risk factors come out of the filings categorised and dated, so you can see which disclosures are new this year.

  3. FA

    Put the numbers against it

    Pull five years of the income statement in native units, then compare it with the two closest names.

  4. NOTES

    Write the thesis down

    Draft the note against the symbol, share it with the desk in chat, and set an alert for the level that would change your mind.

Questions from research analysts

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