Trading Dashboard and Data Management

Trading Dashboard and Optimized Management

‍‍In the trading world, managing numerous spreadsheets can become a significant obstacle, slowing down the decision-making process and creating the possibility of errors.

‍At Soraia, we have successfully faced this challenge for one of our clients, introducing a highly efficient trading dashboard that has revolutionized the way in which data is managed and displayed.

Through a consultative approach, we have guided the client in the effective structuring of their database, transforming the way in which data is managed and displayed.

What were the Challenges:

• Significant delays due to thousands of lines and complex graphics.
• Lack of a centralized, structured database for data.
• Unmanageable Excel system with complex formulas and visualizations.

Soraia's solution:

After an in-depth analysis, Soraia facilitated the transfer of data into a single Google Sheet, creating an intuitive user interface of the trading dashboard with Retool. This solution allowed a clear visualization of data, including critical parameters such as stock tickers, trading entries, and other information.

Tangible Results:

• Real-time data extraction and visualization, improving the speed and accuracy of decision-making.
• 100% focus on trading strategy, with fewer concerns about data management, leading to better trading results.
• 90% reduction in data entry time, making operations faster and more efficient.

Conclusion:

Thanks to Soraia's intervention, trading has become more efficient and results-oriented. The transformation of complex spreadsheets into a centralized dashboard has significantly improved decision-making, allowing the trader to focus more on the trading strategy and achieve better results.