Positions you can audit, not just display
A real ledger underneath
Accounts, institutions, individual lots and cash, built from transactions, with a blotter behind every position and a CSV import to get started.
Performance and risk together
Time-weighted returns beside volatility, beta and drawdown, plus exposure, so a good month and a risky one are told apart.
The overnight, collected
One brief with the moves you watch, the releases due today, anything your alerts caught and the filings from names you hold.
Every function in this group
Type the code into the command line and the panel opens in your layout. Add a symbol before or after it, and the options on the right narrow the panel down without leaving the keyboard.
Your morning
- BRIEFDaily brief
- A personal digest: moves in the names you watch, releases due today, the alerts that fired overnight and filings from the symbols you hold. Configure what it covers, or refresh it on demand.
- BCFGBREF
Holdings
- PORTPortfolio
- Positions, the transaction blotter behind them, performance, risk, exposure, cash and treasury views, across as many accounts and institutions as you keep.
- HOLDBLOTPERFPRISKEXPOSURECASHTREAS
- TRADERecord a trade
- Add a transaction against a symbol without leaving the panel you are reading it in.
- PORTIMPImport transactions
- Bring an existing book in from CSV rather than typing it back in.
Lists and alerts
- WLWatchlist
- Keep the symbols you follow in one live list, choose your own columns, reorder it, and share it with the rest of the workspace.
- ADDRMVNEW
- ALRTAlerts
- Your alerts and everything they have triggered, in one list you can go back through.
- ALERTSet a price alert
- Fire on a price level, a percentage move, a volume spike or a news keyword for any symbol.
- MALERTSet a macro alert
- Fire on inflation and payrolls, repo and reverse repo, Treasury auctions or the Fed's balance sheet, for the releases you would otherwise sit and wait for.
The rest of the terminal
Company research
Quotes, charts, financials, filings and ownership
Markets and screening
The market overview, movers and the equity screener
Rates and macro
The Treasury curve, SOFR, repo and central bank rates
Government and policy
Regulation, positioning, energy, weather and bank research
News
The macro wire and global headlines with tone
Workspace and team
Panels, linking, layouts, chat, export and audit
Questions about portfolio and alerts
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