HedgePoint
TRADING№ 01 / 074 capabilitiesShipping

Dashboard

Your trading desk in one screen. Live OANDA rates, portfolio MTM, hedge coverage, margin buffer, and a slide-pager that flips between the snapshot view and your operations queue. Real-time updates via a Reverb websocket, no 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 OANDA rates, four portfolio KPIs, and a snapshot of forecast vs, hedged exposure. Every number on this preview ticks in real time.

Portfolio Overview

Real-time FX rates · portfolio health · upcoming milestones

OANDA Live28ms13:47London
Live Market RatesRefreshed every second
EUR/USD▲

1.0824

+0.12% today

GBP/USD▼

1.2645

−0.08% today

USD/JPY▲

154.32

+0.23% today

EUR/GBP▲

0.8567

+0.04% today

Portfolio MTM

£ 842.1K

Approximate · Fenics pending

Open Trades

47

12 expiring in 30d

Hedge Coverage

74.2%

+3.2% vs last month

Margin Buffer

£ 2.1M

Safe · 42% used

Account Team

5 users
Vantex Capital(2)
JW

James Whitfield

Senior Dealer
SC

Sophie Chen

Junior Dealer
Client Users(3)
MR

Marcus Reed

marcus.reed@vantexcapital.com

Client Admin
ER

Elena Roswell

elena.r@vantexcapital.com

Analyst
TB

Tom Baker

tom.baker@vantexcapital.com

Viewer
Pending invitations (1)

freya.lindqvist@vantexcapital.com

Analyst · Invited 2 days ago

Pending

Portfolio Snapshot

Exposure Coverage

Forecast vs hedged · 6 months · EUR

74.2% covered
JanFebMarAprMayJun
ForecastHedged
Portfolio Breakdown

Hedged notional by settlement currency

£ 11.05M total
  • EUR€ 4.20M38%
  • GBP£ 3.10M28%
  • USD$ 2.40M22%
  • JPY¥ 178M12%
Credit Facilities

Hedging capacity by provider — open contracts attributed by broker

Manage
HSBC (GBP)
70.0%
Convera (EUR)
70.0%
Barclays (USD)
54.3%

HSBC

GBP12m8 trades

£4.20M / £6.00M

70.0%

MC

Convera

EUR6m5 trades

€2.80M / €4.00M

70.0%

MC Free

Barclays

USD9m3 trades

$1.90M / $3.50M

54.3%

MC
Upcoming Settlements
Filter
InstrumentValue DateAmountStatus

EUR/USD

Forward

10 Jul 2026€ 850,000Pending

GBP/USD

TARF

15 Jul 2026£ 1,200,000Awaiting Appr…

USD/JPY

Ratio Forward

22 Jul 2026$ 500,000Completed

Showing 3 upcoming settlements

Recent Activity
4 events

GBP/USD forward settled at 1.2648

2 hours ago

New EUR/USD forward booked · £ 850k

5 hours ago

TARF barrier within 1.2% of knock-out

Yesterday, 16:04

HSBC facility coverage recalculated

Yesterday, 09:31

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

Charts, KPIs, and aggregations recalculate live.

03

Review

Visualise the result alongside the underlying data.

04

Export

CSV or PDF 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
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.