The Techfin Portal

The platform we run the business on — handed to you.

Most brokers resell someone else's terminal. The Techfin Portal is our own software: pricing, exposure, confirmations and reconciliation in one place, built by the team that runs the liquidity.

Live pricing

Streaming quotes, per-symbol subscription

Risk

Exposure and P&L, refreshed continuously

Reporting

Thirteen reports, CSV and XLSX export

Alerting

Freeze, jump and spread detection

Dashboard

Everything that matters, on login.

A configurable home screen — live quotes, recent alerts and audit activity. Show what your desk needs, hide what it doesn't.

Drag to reorder; show or hide any widget per user
Live feed streams bid, ask and spread as they tick; favourites follow the user across browsers
Layout persists per user, not per browser

Techfin Portal dashboard with live feed and alert widgets

Risk Monitor

Know your book, continuously.

Exposure by currency and by instrument, cumulative P&L and client concentration — across Today, month-, quarter- or year-to-date.

Currency exposure split buy / sell / net
Instrument breakdown by position or volume
Client concentration with configurable warning thresholds

Techfin Portal Risk Monitor — Illustrative data.

Trading Activity

Flow, as it happens.

Trade volume and deposit/withdrawal movement over your chosen period, with the underlying trades one click away.

Today, MTD, QTD or YTD on every panel
Per-server and per-symbol P&L views
Client-scoped — each client sees only their own flow

Reporting & reconciliation

Thirteen reports. Every figure traceable to a fill.

Reconciliation is where broker relationships break down. Ours is in the platform, not in a monthly spreadsheet.

Techfin Portal — Historical Exposure Per Client report — Historical Exposure Per Client — weighted average price, accumulated exposure and P&L per ticket. Illustrative data.

Execution

Trade Confirmations

Every fill with bridge and platform tickets, execution timestamps and order type.

Exposure

Historical Exposure

Per client and in aggregate — WAP, net volume and floating vs closed P&L, per day.

Commercials

Rebates & Rebate Totals

Rebate accrual per trade and rolled up per client and symbol.

Financing

Swaps & Dividends

Overnight financing and dividend adjustments, applied per instrument.

Quality

Execution Delay & Slippage

Latency buckets and slippage in price and USD — execution quality you can audit.

Compliance

Regulatory

Trading data by instrument and client for regulatory reporting.

History

Exposure History & Replay

Fixed-interval snapshots of NOP, ABS NOP and floating P&L — compare clients, categories or instruments over any range, or replay a window minute by minute.

Overview

Daily Summary

One page per trading day: volume, P&L, rebates and movements, ready for the morning meeting.

Market data

Charts & Tick Explorer

OHLC charts on live and imported history, and raw tick inspection with spread, gap and validity statistics per session.

Every report filters per column, respects your timezone, and exports to CSV or XLSX. Saved filters keep the views you run daily one click away.

Execution quality

Latency and slippage, on your own fills.

Two standing reports that turn "good execution" from a claim into a number. Both run on your flow, filter by client, category and symbol, and export to XLSX.

Execution Delay — every fill bucketed by order-to-fill latency, with the raw trades one tab away
Slippage — positive, at-quote and negative, in USD and as a share of volume
Same figures we watch internally; nothing is summarised for marketing first

Techfin Portal — Execution Delay report, fills bucketed by latency

Slippage

Every order classified.

Positive, at-quote or negative — counted, valued in USD and weighted by volume, so a desk can see at a glance whether the book is being filled fairly.

Techfin Portal — Slippage report bucket summary — Illustrative data.

Pricing alerts

Bad prices, caught in the tick.

Three detectors run on every live symbol, per tick — configurable per symbol and per time window, because a spread that's normal at 03:00 is not normal at 14:00. Freeze detection knows the trading calendar: it runs only while pricing is expected, so a closed market never raises a false alarm.

Freeze — a feed that has stopped moving
Jump — a per-tick move beyond your threshold on bid, ask or mid
Spread — spread outside its configured band

Access & governance

Your data, scoped to your desk.

Client accounts see their own flow and nothing else — enforced server-side on every request, not hidden in the interface.

Access

Private by design

The portal is reached over a dedicated secure VPN connection per client — never from the public internet. Two-factor authentication with backup codes and trusted devices on top.

Permissions

Role-based access

Per-module permission sets, so each user sees exactly the surface they should.

Assurance

Full audit trail

Every login, export and configuration change recorded and searchable.

See it with your own flow in it.

We'll walk you through the portal against a live book — yours or a demo.

Book a walkthrough