| Client ID | Type | Risk Score | Transactions | Total Value | Date Range | Status |
|---|
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Supports MDP XML extracts and CSV exports
123 transactions extracted
Parsing CSV file...
0%
Configure your analysis before viewing the dashboard
Select a template to apply pre-configured risk weights optimized for your business type
Choose which sections to display on the dashboard
| Client ID | Type | Risk Score | Transactions | Total Value | Date Range | Status |
|---|
| ISIN | Count | Value (GBP) |
|---|
| TRN | Date/Time | Side | ISIN | Security Type | Instrument | Qty | Price | Currency |
|---|
Adjust weights to customize risk scoring (must sum to 100)
Masking applies to display and PDF exports
Clients with 3+ winning trades, zero losses, and positive P&L.