Clarity for
the work ahead.

The updated dashboard brings trade portfolios into one summary. Available to trade shows net buy and sell volumes by portfolio and production year, with quarterly detail. Delivery outlook follows the projected certificate balance by technology, alongside a chronological ledger. Filters change the selected technology and trade portfolio. The walkthrough then shows volume positions and profit and loss across time periods. All figures are demo data.

The certificate inventory shows a summary of holdings and certificates by expiration date. The walkthrough moves through charts for technology, registry and issuing country, then returns to the summary and highlights expiry information and the available filters.

The certificate delivery-status table shows buy and sell trades with delivery dates, certificate attributes and volumes. The recording highlights what is due, progress toward delivery, status indicators and the action controls available for each row.

Starting with the trades list, the operator opens Automatic Planning and executes the planner. The results show delivery and netting plans connecting buy and sell trades, including allocations split across multiple trades. Separate tables list unmatched buys and sells with the reasons they could not be matched.