Behavioral drift. Rule violations. Execution inconsistency. Without governance infrastructure, you're operating blind. TradeRefinery gives you visibility you've never had.
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.
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.
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.
Audit-ready reports — 11 configurable sections with PDF export and monthly statements
Weighted scoring across 14+ KPIs. See which strategies win, why they win, and where second-place trails.
Multi-account comparison — governance-grade analytics for desk oversight
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.
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.
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.
Governance-grade documentation: performance summaries, rule adherence metrics, risk exposure mapping, and behavioral analysis. Ready for capital allocators, compliance reviews, and investor reporting.
Standardize discipline across your funded traders. Identify behavioral drift before it triggers risk limits. Generate compliance reports without manual tracking.
Governance infrastructure for evaluating and managing funded traders. Objective discipline metrics replace subjective assessment.
Oversight tools for capital allocators managing multiple strategies and traders. Audit-ready reporting and behavioral risk visibility across your entire portfolio of talent.
/desk/month • starting
/month • custom
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.
30-minute call to understand your operation, number of seats, governance requirements, and compliance needs. No pitch. Just scoping.
Tailored implementation plan with pricing, timeline, onboarding scope, and governance configuration. Reviewed and approved before any commitment.
Hands-on setup with your team. Import configuration, rule definition, dashboard setup, and user provisioning. Your desk is live in days, not weeks.
Ongoing partnership with quarterly strategy reviews, governance audits, and optimization recommendations. SLA support included.
Schedule a 30-minute strategy call. No pitch. Just scoping.