017 modules
Inside Trading
Each module below ships as a first-class page in the Trading workspace.
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- PLANNINGAI copilot, policy, playbooks, simulation and back-testing.
- TRADINGHereDashboard, ledger, document parser, exposure & scenarios.
- RISK & STRATEGYBarriers, margin, MTM, target orders, execution & benchmarking.
- TARF ANALYZERTARF builder, spot scenarios, restructure assistant.
- MANAGEMENTUsers, subsidiaries, KYC, audits, intelligence & messaging.
TRADING
Where the desk works.
Dashboard
Live rates, portfolio MTM, hedge coverage and margin headroom, all updating in real time.
Trade Ledger
Every spot, forward, option, KIKO, ratio and TARF in one searchable, filterable book.
Document Parser
Drop a broker confirmation. AI extracts every leg, barrier and premium, with a confidence score.
Supplier Invoice
Import your AP file once. Match invoices to hedges four different ways, manual, auto, back-to-back, bulk.
Forecast & Exposure Analysis
Forecast vs hedged, by month and currency. Spot the gap before it bites.
Portfolio Spot Scenarios
Move spot and see how much of your forecast stays hedged — month by month, before and after.
Expiry Calendar
Every settlement and option expiry in a monthly grid. Click a date to jump to the trade.
7 modules in Trading
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