PROFESSIONAL & INSTITUTIONAL

YOUR TRADERS ARE DRIFTING.
YOU CAN'T SEE IT.

Behavioral drift. Rule violations. Execution inconsistency. Without governance infrastructure, you're operating blind. TradeRefinery gives you visibility you've never had.

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The Problem

OVERSIGHT GAPS COST CAPITAL

Most trading desks have no objective discipline metric. No behavioral drift detection. No structured debrief process. No governance-grade reporting.

You have performance data. You don't have performance governance. There's a difference — and it's costing you capital every week your traders drift unchecked.

The Drift Problem

A trader with a 55% win rate and good rules can still blow up a book if they start drifting — increasing size, ignoring stops, trading off-plan. You won't see it until the P&L shows it. By then, the damage is done.

The Solution

TradeRefinery's Professional Desk tier gives you real-time discipline compliance, behavioral drift alerts, and AI-powered session debriefs across every seat — before drift turns into drawdown.

app.traderefinery.ai — Reports — Governance View
Reports
DOWNLOAD PDF MONTHLY STATEMENT
✓ KPI SUMMARY ✓ EQUITY CURVE ✓ DIRECTIONAL REPORT ✓ BY INSTRUMENT ✓ BY WEEKDAY ✓ BY TIME ✓ SYMBOL TABLE ✓ QUARTERLY
Net PnL
$225K
Trades
833
Win Rate
57.50%
Profit Factor
2.28
Expectancy
$270
Max DD
11.41%
Equity Curve (Range) — Directional Report: 518 Long / 315 Short

Audit-ready reports — 11 configurable sections with PDF export and monthly statements

COMPARE STRATEGIES HEAD-TO-HEAD

Weighted scoring across 14+ KPIs. See which strategies win, why they win, and where second-place trails.

app.traderefinery.ai — Compare Dashboards
TradeRefinery dashboard comparison — weighted scoring between two trading strategies TradeRefinery detailed KPI comparison — profit factor, win rate, drawdown, recovery factor across strategies

Multi-account comparison — governance-grade analytics for desk oversight


Desk Capabilities

FOUR PILLARS OF GOVERNANCE

Compliance

DISCIPLINE DASHBOARD

Rules adherence scoring across every trader on your desk. See who's following the plan, who's drifting, and how compliance trends over time. Aggregated desk-level and individual-level views.

AI-Powered

AI DEBRIEF ENGINE

Structured AI feedback per trader after every session. Weekly action summaries roll up into desk-level intelligence. Cross-account pattern recognition identifies systemic issues across your entire operation.

Architecture

MULTI-SEAT VIEW

Role-based access control with desk segmentation. Managers see the full picture. Traders see their own data. Compliance teams get governance exports. Everyone gets the view they need.

Reporting

AUDIT-READY EXPORTS

Governance-grade documentation: performance summaries, rule adherence metrics, risk exposure mapping, and behavioral analysis. Ready for capital allocators, compliance reviews, and investor reporting.

Ideal Clients

BUILT FOR OPERATORS

PROP FIRMS

Standardize discipline across your funded traders. Identify behavioral drift before it triggers risk limits. Generate compliance reports without manual tracking.

FUNDED TRADER PROGRAMS

Governance infrastructure for evaluating and managing funded traders. Objective discipline metrics replace subjective assessment.

FAMILY OFFICES

Oversight tools for capital allocators managing multiple strategies and traders. Audit-ready reporting and behavioral risk visibility across your entire portfolio of talent.


Investment

PRICING

Scaled to your operation.
Professional Desk
$1,250

/desk/month • starting

  • Multi-user dashboards
  • Discipline compliance reports
  • Governance visibility
  • Dedicated onboarding
  • Quarterly review + SLA support
Schedule Strategy Call →
Institutional Suite
$2,500+

/month • custom

  • Multi-desk segmentation
  • Capital allocation reporting
  • API integrations
  • Custom analytics modules
  • White-glove + audit-ready
Schedule Strategy Call →
The Math

40 Professional Desk contracts = $50,000 MRR. That's equivalent to ~850 individual Pro subscribers. Institutional contracts are high-quality, low-churn revenue with predictable renewal cycles.

Engagement Process

HOW IT WORKS

01

STRATEGY CALL

30-minute call to understand your operation, number of seats, governance requirements, and compliance needs. No pitch. Just scoping.

02

CUSTOM PROPOSAL

Tailored implementation plan with pricing, timeline, onboarding scope, and governance configuration. Reviewed and approved before any commitment.

03

DEDICATED ONBOARDING

Hands-on setup with your team. Import configuration, rule definition, dashboard setup, and user provisioning. Your desk is live in days, not weeks.

04

QUARTERLY REVIEW

Ongoing partnership with quarterly strategy reviews, governance audits, and optimization recommendations. SLA support included.

YOUR TRADERS DESERVE GOVERNANCE.
YOUR CAPITAL DEMANDS IT.

Schedule a 30-minute strategy call. No pitch. Just scoping.

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Delivered via Black Haus Capital
info@blackhauscapital.com