Trading & Risk Management Solutions

Real-Time BI Dashboards for Commodity Trading

Turn CTRM/ETRM data into actionable intelligence with interactive BI dashboards that deliver visibility into trades, risk, P&L, compliance, and operations.

 Market Challenges

The High Cost of Trading Blind

  • Data Silos
    Trading, risk, and finance data are scattered across multiple systems.
  • Static Reporting
    Legacy tools provide delayed, non-interactive insights.
  • Poor Decision Support
    Lack of real-time dashboards limits trader and risk manager agility.

Comprehensive BI Dashboard Capabilities

Centralize CTRM/ETRM data into interactive dashboards for real-time insights, monitoring, and decision-ready analytics.

Trade & Portfolio Views

Interactive dashboards for open trades and portfolio exposures.

  • Commodity-wise breakdowns
  • Cross-asset visibility

Risk & P&L Analytics

Real-time dashboards for market, credit, and operational risk.

  • Drilldowns into VaR, stress tests
  • Daily P&L attribution

Compliance Monitoring

Automated dashboards for EMIR, REMIT, Dodd-Frank, MiFID II.

  • Trade surveillance metrics
  • Regulator-ready views

Operational Dashboards

Track scheduling, nominations, and logistics KPIs.

  • Pipeline/grid monitoring
  • Freight & storage tracking

Financial Dashboards

Settlement, invoicing, and receivables integration with SAP/ERP.

  • Trade-to-cash cycle monitoring
  • Automated reconciliation

Custom KPIs & Alerts

Tailored dashboards for business roles.

  • Trader productivity metrics
  • Risk manager alerts

Regulatory Compliance & Reporting

Stay ahead of evolving regulations with comprehensive compliance frameworks and automated reporting capabilities.

European Regulations (EMIR, REMIT, MiFID II)
  • Transparency Dashboards
    Real-time transparency dashboards.
  • MiFID II Trade Surveillance
    Trade surveillance aligned with MiFID II.
  • Market Integrity Monitoring
    Market integrity monitoring.
US Regulations (Dodd-Frank, CFTC, FERC)
  • Swap Dealer Compliance
    Risk dashboards for swap dealer compliance.
  • CFTC Exposure Reporting
    CFTC-aligned exposure reporting.
  • FERC Energy Compliance
    Energy compliance monitoring for FERC.
Global Standards (APAC, LATAM, Middle East)
  • Regional BI Localization
    Localization of BI dashboards to regional rules.
  • Regulatory Reporting
    Transparent reporting for regulators.
  • Configurable Compliance KPIs
    Configurable compliance KPIs.
Automated Compliance Monitoring

Our systems continuously monitor regulatory changes and automatically update compliance rules to ensure ongoing adherence to all applicable regulations.

Measurable Business Outcomes

Quantifiable improvements in trading performance, risk management, and operational efficiency.

90%
90% Faster Access to Insights
Real-time BI dashboards replace static reports.
80%
80% Improved Risk Transparency
Portfolio-wide visibility into exposures and P&L.
40%
40% Lower Compliance Overheads
Automated dashboards reduce manual work.
Real Time
Executive-Level Decision Speed
Board-ready insights in real time.
Key Performance Indicators
Insight Delivery90%
Risk Transparency80%
Compliance Cost Reduction40%
Decision Speed35%
ROI Timeline
  • 3
    3 Months
    Trade dashboards live
  • 6
    6 Months
    Risk & P&L dashboards operational
  • 9
    9 Months
    Compliance dashboards integrated
  • 12
    12 Months
    ROI achieved with enterprise-wide BI

BI Dashboards FAQs

Common questions about our trading and risk management solutions and implementation approach.

Transform Your Energy Operations Today

Stop trading blind. Partner with Softobotics to implement intelligent risk management that protects your positions and maximizes trading performance.

Risk Assessment
Comprehensive evaluation of your current risk exposure
Custom Solution
Tailored trading and risk management implementation
Rapid Deployment
Fast implementation with immediate risk visibility