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TRADING№ 01 / 074 capabilitiesShipping

Dashboard

FX Treasury Dashboard

An FX risk dashboard for the whole desk: live market rates, portfolio mark-to-market, hedge coverage and margin buffer on one screen, with a slide pager that flips between the portfolio snapshot and your operations queue. Rates arrive over a websocket, so nothing waits for a manual refresh.

Inside the module
  • 01.Six-pair live market rates strip
  • 02.Four KPIs (MTM, Open Trades, Coverage, Margin Buffer)
  • 03.Slide pager: Portfolio Snapshot / Operations & Activity
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00Live preview

The actual dashboard.

A faithful mirror of what you see when you log in: live market data, four portfolio KPIs, and a snapshot of forecast vs hedged exposure. Every number on this preview ticks in real time.

Hedge ratio tracking against forecast exposure

Hedge coverage is usually the first number a board asks for. The dashboard sets forecast exposure against hedged cover month by month, so hedge ratio tracking happens on the screen you already have open. For the full breakdown by currency and instrument, open FX exposure analysis.

An FX exposure dashboard that includes your facilities

Exposure is only half of the risk. The same screen shows credit facility utilisation by provider and the margin buffer behind it, with FX margin call monitoring one click away, alongside upcoming settlements and recent activity across the team.

01How it works

From input to outcome, in four steps.

Each card lights up in turn. The full cycle takes twelve seconds, about how long it takes a dealer to walk a client through the same flow.
01

Load data

Trades, rates and forecasts stream into the platform.

02

Compute

MTM, coverage and margin buffer recalculate live.

03

Review

Read the result beside the trades behind it.

04

Export

A PDF of the snapshot for the audit file or the board pack.

024 capabilities

What's inside

The capabilities that ship with Dashboard, every one of them tested end-to-end before it lands on your desk.
  • 01Six-pair live market rates strip
  • 02Four KPIs (MTM, Open Trades, Coverage, Margin Buffer)
  • 03Slide pager: Portfolio Snapshot / Operations & Activity
  • 04Reverb websocket for sub-second updates

Questions about the dashboard

What does the HedgePoint FX treasury dashboard show?

It shows a six-pair live market rates strip and four KPIs: portfolio mark-to-market, open trades, hedge coverage and margin buffer. It also covers forecast vs hedged exposure, credit facility utilisation, upcoming settlements and recent activity.

Does the dashboard update in real time?

Yes. The dashboard updates over a websocket connection, so rates and portfolio figures refresh without a manual reload.

Can I export dashboard data?

Yes. You can export the portfolio snapshot to PDF for the audit file or the board pack.

036 more in Trading

Other Trading modules

04Talk to the desk

See Dashboard on real treasury data.

Twenty minutes, no setup required. Bring your own book and we'll walk through Dashboard live, alongside the rest of HedgePoint.
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Walkthrough plan20 MIN
  1. 01Your book, our chrome. We mount your trades behind HedgePoint.
  2. 02Live walkthrough. Dashboard in context with the rest.
  3. 03Q&A + integration map. Where it slots into your stack today.