Investments
A stock portfolio where you see the profit, the allocation and the reason for every buy
You enter buys by hand across brokers and the app pulls in prices, charts and news. It is neither investment advice nor a tool for fast trading.
The module works with US stocks and shows amounts in dollars.
24 features in 3 areas
1 Portfolio
Positions by purchase
Enter every buy with its date, quantity, price, fee and broker, so you have all your brokers in one place.
Profit and loss
For every position and the whole portfolio you see the amount invested, the current value and the profit, and you refresh prices from public sources with a button.
Allocation and concentration
A pie chart shows the split by position and by broker and warns you when one stock makes up more than a fifth of the portfolio.
Purchase timeline
On a timeline you see when you bought what and which buys are in profit today and which at a loss.
Trim: partial sale
Record the sale of part of a position with its price and fee and the app works out the realised profit.
Selling a whole positionNew
When you sell a stock completely, the Sell the whole position button records one sale for all its purchases at once. The stock leaves the portfolio, its result stays in Performance and you can use the proceeds for the next purchase right away.
Stock historyNew
The History tab lists every stock you have ever owned, including the ones you sold. For each you see over time its purchases, trims, sales with the realised profit, where the proceeds went and dividends by year.
Performance of all purchasesNew
It shows how much of your own money you put in and how much it has grown, even after trims or after using sale proceeds to buy another stock. A table adds up the full result of every stock including the shares sold, and for each sale you see where its proceeds went and how much is left in the account. The return also includes gross dividends for the shares you held before the ex-dividend date.
Target and stop-loss
Note a target price and a stop level for each stock and see how many per cent away they are.
Notes on stocks
Write down the reason for a buy with a date, so that in a year you can judge whether your reasoning held.
Chart, news and company figures
A stock comes with a daily, weekly and monthly chart, news, a company description and basic figures.
Dividend estimate
From the latest dividends paid it shows an indicative yearly income from the positions that pay them.
Historical snapshot
Pressing Refresh data saves a snapshot of the portfolio for that day, and you return to an older date by picking it from a list.
Portfolio on the overview
In your personal space you also see the amount invested, the portfolio value and the return in per cent on the main overview.
2 Signals and Skin in the game
Signals
A list of the stocks the SALDAT founder is buying or plans to buy, with a target price, the current price and the room to the target.
Skin in the game
The founder's real positions with the average buy price, the change in per cent and the weight in the portfolio.
3 Being rolled out gradually
These tools are finished in the app, but not every account has them switched on yet. We are enabling them step by step.
WatchlistRolling out
The stocks you follow with the current price, a target price, the distance to it and a star for the most interesting ones.
Record a purchase from the WatchlistNewRolling out
On a Watchlist stock the Record purchase button opens the Portfolio form with the ticker, today's date and the current price filled in, so you only add the number of shares and can remove the stock from the Watchlist once it is saved.
Market scannerRolling out
From the most traded US stocks it picks companies with more than a thousand employees, a high book value relative to price and a strong institutional share.
Hide owned in the ScannerNewRolling out
One button hides the stocks you already hold in your Portfolio from the Scanner results, so you only see new opportunities, and the browser remembers the choice for next time.
13D/G scannerRolling out
It searches filings to the US regulator about acquiring a large stake in a company over the last 7 to 90 days.
13F fundsRolling out
For nine large managers including Berkshire Hathaway it shows new positions and significant increases from their quarterly filings.
Fund quartersRolling out
It compares two quarters of the same fund, so you see how the positions it opened back then have developed.
Scan historyRolling out
Scan results are saved into a calendar and you return to an older scan with one click.
Frequently asked questions
▸ Will it connect to my broker?
No, you enter buys and sells by hand. The upside is that you see a portfolio from several brokers together and give nobody access to your account.
▸ Is this investment advice?
It is not. SALDAT shows data and your own numbers and does not recommend what to buy. The decision and the responsibility are yours, and investing carries a risk of loss.
▸ How often are prices updated?
Prices load from public sources when you open the page and when you press Refresh data, and they can be delayed. The module is not meant for second-by-second trading.
▸ What are 13D/G and 13F filings?
Mandatory filings to the US regulator. The first is filed by anyone acquiring a large stake in a company, the second quarterly by large managers about what they hold.
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