Investments
Data that usually only professionals get to see
A portfolio with live profit and loss, market scanners and filings from the big funds. The kind of view you pay extra for elsewhere.
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11 features in 3 areas
1 Portfolio
▸Positions and P/L
Buys, sells and live profit or loss on every position.
▸Transactions
Trade history including fees and dividends.
▸Portfolio snapshots
How the value developed over time, not just where it stands today.
▸Targets and stop losses
Target prices and stop levels you keep an eye on.
2 Watching the market
▸Watchlist
The tickers you care about, with current prices.
▸Market scanner
Filtering tickers by criteria you set yourself.
▸13D/G scanner
Who is buying a large stake in a company right now — often before it reaches the news.
▸13F funds
What Berkshire and other large managers hold, quarter by quarter.
3 Notes and calendar
▸Investment notes
Why you bought a stock — so that in a year you can judge the decision.
▸Fund calendar
When each fund publishes its filing.
▸Scan history
What the scanner found last time, so you can see the trend.
Frequently asked questions
▸ Will it connect to my broker?
Not automatically, not yet. You enter positions and trades by hand or by import — the upside is that you see your whole portfolio across brokers in one place.
▸ Is this investment advice?
No. SALDAT shows data and your own numbers; it does not recommend what to buy. The decision and the responsibility are always yours.
▸ How often are prices updated?
Prices are loaded from public sources when you open or refresh the overview. This is not a tool for second-by-second trading, but for keeping an overview of your portfolio.
▸ What are 13D/G and 13F, exactly?
Mandatory filings to the US regulator. A 13D/G is filed by anyone acquiring a large stake in a company; a 13F is filed quarterly by large asset managers about what they hold.
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