Dashboard / Workbook / Web App · Business Control
Trading Performance & Risk Suite
A family of analytics tools for traders and trading communities: journal dashboards, drawdown-control panels, position-sizing and risk calculators, strategy performance trackers, backtest templates, and student progress dashboards for educators — available as workbooks or web applications.
The problem it solves
Built for a specific pain
Most traders fail on process, not ideas: journaling is inconsistent, risk limits live in good intentions, and performance review happens only after a blown account.
Designed for
- Forex and futures traders
- Prop-firm challenge traders
- Trading educators and communities
- Finance creators
Product brief
The operating model behind the interface
Aura products are not generic templates. Each one is configured around the client's stages, terminology, inputs, controls, and reporting expectations.
- 01
System class
Dashboard / Workbook / Web App · Business Control
- 02
What feeds it
Trade logs · Account balances and limits · Strategy tags and setups
- 03
What it produces
Performance analytics by strategy and session · Drawdown and risk-limit monitoring · Journal review reports
- 04
Deployment and ownership
Workbook editions in Excel/Sheets; web editions on secure hosting with authentication.
Built around your strategy taxonomy, risk rules, and account structure. These are analytics and discipline tools — we don't sell signals, strategies, or profit promises.
How it works
From input to insight
- TriggerTrade logged
- LogicRisk rules
- ActionLimit alerts
- ReportPerformance analytics
Inputs
- Trade logs
- Account balances and limits
- Strategy tags and setups
- Session notes
Outputs
- Performance analytics by strategy and session
- Drawdown and risk-limit monitoring
- Journal review reports
- Community/student dashboards
Key features
What's inside
- Structured trade journal with setup tagging
- Prop-firm challenge tracker with daily-loss guardrails
- Drawdown dashboard and risk alerts
- Position-sizing and R-multiple calculators
- Monte Carlo simulation of strategy expectancy
- Educator edition: student progress and signal performance tracking
Integrations
Broker statement imports · Spreadsheet or web deployment · Community platforms for educators
Customization
Built around your strategy taxonomy, risk rules, and account structure. These are analytics and discipline tools — we don't sell signals, strategies, or profit promises.
Deployment
Workbook editions in Excel/Sheets; web editions on secure hosting with authentication.
Support & optimization
Iteration cycles as your process evolves; educator editions include admin training.
Related services
How we deliver and extend it
- Advanced Spreadsheets
Professional Excel and Google Sheets systems — CRMs, trackers, calculators, and dashboards with real logic, validation, and alerts.
- Dashboards & Reporting
Custom dashboards that show leads, revenue, jobs, staff, inventory, and KPIs — the numbers owners actually need, updated automatically.
- Custom Software & Internal Tools
Internal web apps, portals, CRMs, dispatch boards, and business command centers — real software shaped to how your business works.
Ready for a trading performance & risk suite?
Tell us about your workflows in a consultation and we'll scope the configuration, timeline, and tier that fits.