Trade profit tracking software that traders actually trust
Profit tracking is useful only when numbers stay consistent across operations and finance paths. Deterministic math and clear lineage are critical.
Profitability starts at deal granularity
Portfolio summaries are only as reliable as each deal record. Revenue, costs, and settlement data must be connected.
Receivable and payable views should be explicit
Counterparties can act as buyer and vendor in different trades. Profit tools should avoid ambiguous netting and preserve directional clarity.
Reporting needs consistent currency basis
For management decisions, all cross-currency totals should normalize into one organization base currency with clear labels.
Frequently asked questions
What causes margin drift in trading teams?
Common causes include delayed cost capture, inconsistent FX handling, and disconnected payment records.
How often should profit tracking refresh?
Near real-time updates are ideal for active deals, with final reconciliation at settlement.
Want this workflow running in your desk?
Start free and move to Pro or Business when your volume and team size grow.