Trading

This Tableau Accelerator allows you to:

• Assess and Improve your performance
• Breakdown your performance to pinpoint drivers
• Identify most impactful traders
• Compare trading volume and trend by Trade Types or Markets
• Simulate volume of potential new revenues by applying new commission policies

Answer key business questions

• Is our trade volume increasing or decreasing?
• What is the trend of trade volume over the last months?
• What are the top trade types by trading volume?
• Are we generating more revenue?
• How is the average commission rate evolving?
• Who are our top clients in terms of revenue, and what commission rate did we apply to them?
• Are we acquiring new clients?

Monitor and improve KPIs

Trading Volume

• Trade Volume: Total trade amount (expressed in currency)
• Number of Trades: Number of trade transactions

Revenues

• Total Revenue: Total revenue amount generated by trade transactions (expressed in currency)
• Avg Commission Rate: Average commission rate (expressed in %)

Clients

• Number of Clients: Number of active clients (having trade transactions)
• Nb of New Clients: Number of new clients acquired (first client position during the analyzed period)
• Trade Volume per client: Average trade volume per client (expressed in currency)
• Revenue per client: Average revenue amount generated per client (expressed in currency)

Required attributes

• Date (date): Trade date
• Trader (string): Name of the Trader
• Client (string): Name of the Client
• Sector (string): Area of the economy such as technology, healthcare, energy
• Trade Type (string): Type of Trades
• Nb of Transactions (numeric): Nb of the trade transactions
• Trade Amount (numeric): Amount of the trade
• Commission Rate (numeric): Commission Rate
• Trade Revenue (numeric): Amount of the revenue = Trade amount * Commission