Smart Trading
PreviewPortfolio monitoring with risk rules before every trade
Smart Trading connects your organisation's crypto exchange accounts and shows portfolios, positions and market data in one place. Risk rules are checked before any order goes out, and assets always stay on the exchange. AI analysis is advisory only and never places or changes an order.
Demo videos
Walk through the module screen by screen.
What it does
Built for Treasury and investment teams
- Portfolio and risk
Follow balances and positions synchronised from the exchange, with risk rules on every order.
- Markets and analysis
Review price charts, market news and AI analysis that explains rather than decides.
- Trading journal
Keep a journal of trades and decisions and review it in reports.
- Alerts
Set alerts so the right people know when markets or positions move.
Works well with
Used in
See it running on your own data.
Book a demo and we'll set up a workspace with the modules you need.