Intraday P/L Monitoring - Monitor intraday profit and loss in real time.
We provided a solution that monitors the profit and loss in real time by acquiring various data stored in the core system and market data of information vendors.
At Company A, front users had no way of knowing their position during the day. Therefore, there was no other way but to imagine the position. However, it is difficult when the market is intense. They want to understand their real-time profit and losses, as they allow for “rough numbers”. There was also a request from the manager that he wanted to have a comprehensive overview of the risks of all front users.
The problem was that the expression “rough numbers” was unclear. To solve the problem, we first created a prototype. We then asked several front users to use the prototype, to make sure it was exactly what they had imagined. By repeating this process, we have produced what users want.
Providing a solution to calculate intra-day profit and loss by utilizing the financial calculation library of “Financier”. Imports various data stored in the core system and market data of external information vendors. And then calculate and display profit and loss in real time based on captured data.
– Before the introduction…
Front users could not grasp their profit and loss. That sometimes prevented them from taking the next action.
– After the introduction…
Front users can now grasp profit and loss in real time. This made it possible to perform quick and accurate judgment.
Eff is aware of various events that occur on the trading floor. That’s why we have solved various problems for front users at many sites. Through in-depth interviews and observations, we find improvements on the system that even the field personnel did not notice. Based on that realization, we responded quickly to the needs of the site by agile development utilizing the EffWin module. Here, we introduce three examples of solutions that were particularly welcomed by the field, as part of Eff’s “solving power”.
Intraday P/L Monitoring
Solution that monitors the profit and loss in real time
by acquiring various data stored in the core system
and market data of information vendors.
Daily Report Output
A solution to output profit and loss information
at the end of the day trading as a report
by using a mechanism to monitor profit and loss in real time.
In-house Rates Distribution System
A solution that automatically transfers the in-house rates
at the end of the day trading entered by front user to database
and also distributes them to contracted information vendors.