Financial dashboard systems
Live profit and loss, positions, risk and cash in a single operator view.
- Engagement
- Fixed-scope build, iteration retainer optional
- Typical timeline
- 8–10 weeks
- Starts with
- A photograph of the spreadsheet your team rebuilds every morning.
At eleven in the morning nobody can say what the firm is worth. P&L sits in a trading terminal, cash sits in a bank portal, exposure sits in a spreadsheet, and stitching the three together costs an analyst most of an afternoon, by which time the market has moved on.
One screen that answers 'where do we stand right now?'
What we build
Concrete artefacts, handed over and documented.
- 01
A live P&L view split by book, strategy and venue, with realised and unrealised kept apart
- 02
Cash and liquidity by account and currency, showing what is committed, in transit, or held as margin
- 03
Exposure and concentration panels that update as positions change rather than on a nightly batch
- 04
A provenance line on every figure: which system it came from, when it was last verified, and a visible warning when the feed has gone stale
- 05
Screens sized for where they are read, a wall display for the desk, a phone layout for whoever is travelling
What changes
The firm’s position is readable in seconds at any hour of the trading day
Stale or unreconciled numbers announce themselves instead of being quoted in a meeting
The analyst hours spent assembling the daily picture go back into analysis
How it runs
01Agree the sources
For each figure we settle which system is authoritative and how often it can honestly be refreshed.
02Build
The views, the refresh paths and the staleness handling, reviewed weekly with the people who will read them.
03Live on the floor
Two weeks running beside the old spreadsheet, until the room stops opening the spreadsheet.
Chosen per project. Named here so you can see the shape of it.
- TimescaleDB
- Redis
- Next.js
- Grafana
Questions we get asked
Tell us the outcome, not the tooling.
Send us the situation you are in. We will tell you which discipline it belongs to, what we would do first and what it costs, including when the answer is to wait.