22%

Growth in Account Increase in Trade Execution Efficiency

19%

Improvement in Risk Assessment Accuracy

54%

Enhancement in Usability and Data Accessibility

25%

Reduction in Time Spent on Data Interpretationt

This trading dashboard gives traders and financial teams a real time view of trading performance, risk exposure, and financial accuracy. They use it to spot patterns, find risk areas, and decide where to adjust strategy. Infocepts built it on MicroStrategy, with visuals designed to cut the time spent on analysis.

What problem did this dashboard by Infocepts solve for the trading desk?

Trading and finance teams need to read performance and risk fast, and interpreting raw data takes time. Infocepts built one real time view of trading performance, risk exposure, and financial accuracy. Intuitive visuals and advanced analytics shorten the analysis. The design work came through data product design.

What does the trading performance dashboard track?

It tracks trading performance, risk exposure, and financial accuracy in one view. Advanced analytics identify patterns and highlight risk areas, while performance metrics support data driven trading strategies. The aim is optimized market operations, so a desk can see where activity is strong and where exposure needs attention.

Who uses trading dashboards in finance teams and how?

Traders use the view to follow performance and risk exposure as activity unfolds. Financial teams check accuracy and look for patterns that need follow up. Leaders who watch exposure use the highlighted risk areas to decide where to look first. All three work from one view instead of separate end of day reports.

What business impact did the trading desk see after rollout?

Reported results include a 22% gain in trade execution efficiency and a 19% improvement in risk assessment accuracy. It also reports 54% better usability and data accessibility, and 25% less time spent on data interpretation. Those are the figures shown for the trading desk after rollout.

Key metrics: trading performance, risk exposure, financial accuracy, trade execution efficiency, risk assessment accuracy, and time spent on data interpretation.

Explore related work in Financial Services, see the program management analytics dashboard for banks, or read our case studies.

Want a trading dashboard for your desk? Talk to our team about what to track and how to build it.

Frequently asked questions

Start with performance, risk exposure, and financial accuracy. Add execution quality and exception rates if the desk reports on them. Keep the first view short. A trader should see what changed and where risk sits quickly, then drill into detail only when something looks off.

Risk exposure is how much a desk could lose if markets move against its positions. A dashboard shows it beside performance, so traders can judge whether returns come with acceptable risk. Highlighted risk areas let teams act before a position or limit becomes a problem.

Traditional financial reports are periodic and look backward. A trading dashboard refreshes in real time or near real time, so risk and performance issues surface while there is still time to act. Teams stop learning about a problem only after the trading day has closed.

Start with the decisions the desk makes, then agree on metric definitions. Connect trading, risk, and market data, design the views, and set the refresh. Timing depends more on data readiness than design. Infocepts covers the feeds through data engineering and integration.

The best platform is usually the one a firm already standardizes on. Infocepts builds trading dashboards on MicroStrategy, Power BI, Tableau, or Qlik, connected to trading, risk, and market data sources. That keeps the dashboard inside existing governance and security models.

The dashboard is the view: performance, risk exposure, and financial accuracy for traders. Real Time Data Streamer is an Infocepts accelerator for the data underneath. It moves data between transactional and analytical systems continuously, turning once a day batch loads into an all day stream.