Manage my business Trading Dashboard

Manage my business | Trading Dashboard

Buying and selling securities, commodities, goods, or services.

Trading Landscape

There are two main types of trading: flow trading (most important), proprietary trading and market trading.

Flow Trading

Buying and selling a number of financial assets on behalf of clients (asset managers, large groups etc.). This requires to find the best execution price while minimizing risk. The volume processed and the control of various risk elements are here the heart of the work of the trader

Proprietary Trading

Buying and selling a number of financial assets for his own financial institution. A given amount of money is entrusted to the trader, charge him to place the capital markets to take advantage of market fluctuations. The logic here is speculative to grow at best money entrusted.

Market Trading

Facilitation activity. These people are responsible for giving prices on certain products and continuously. All this to allow the market to be liquid enough to avoid too dangerous movements.


Several factors are deeply impacting trading activities:

  • (Geo)Political uncertainties: devaluation of the yuan, crisis of migrants, evolution of the euro area…
  • Reaction of international institutions such as Fed
  • World-wide economical context
  • Market volatility
  • Rapid growth of High-frequency trading (HFT)
  • Increasing regulatory rules


Be informed

  • Collect (macro)economical and financial information from various flows (Bloomberg, Reuters, banks, specialized press…)
  • Leverage quantitative and qualitative information to model and make projections on the profitability of financial products and scrutinizes the annual reports and strategy of listed companies
  • Analyze and interpret the data
  • Leverage financial models to provide a comprehensive review and assessment of the performance of financial products

Buy & Sell

  • Buy promising positions
  • Sell at the best price
  • Comply with regulatory rules
  • Invest according to strategy and the the level of risk accepted by the customers
  • Generate profits


  • Help investors choose financial assets that correspond best to their objectives from the perspective of risk and profitability
  • Predict changes in the prices of financial assets in order to advise clients on future decisions
  • Provides all the information necessary for investors who are the final decision makers (traders, financial management of a company, portfolio managers, etc.).
  • Write briefs for investors


Key Performance Indicators are used to measure the realized progress towards a strategic objective.
For a Trading dashboard, here is a sample list of KPIs Lintao recommends (non exhaustive list):

  • Average Trade Fail Volume

  • Average Daily Trade Volume

  • Same-Day Trade Settlement Rate

  • Trades to be settled

  • Rejected Trades

  • Trades cleared %

  • Gain / Loss

  • Bid/Ask

  • Lot

  • Pip

  • Spread

  • Margin

  • Interest

  • Short / Long %

  • Risk coverage ratio

  • Assumed interest rate return risk

  • Broker-executed trades

  • Cash Collection aret

  • Trades matched on trade date

  • … or your own Trading KPIs

Trading analytical axes

The axes of analysis represent the elements by which you want to segment your observable information (such a KPIs) to understand the rationales behind a given performance. Also called ‘dimensions’.
For a Trading dashboard, Lintao identifies the following axes of analysis (non exhaustive list):

  • Time

  • Organization

  • Customer

  • Security

  • Market

  • Risk Level

  • … or your own Trading analysis axes


Tableau Software

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Qlik Sense

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Some references of TRADING Dashboards