Trade Note Intelligence

Parsed Trade Activity Dashboard

Parsed Trades
Tracked Trade Value
Estimated Gross Profit
Cards Involved
Desk Readout
What the parsed notes suggest

Watchlist
Data quality and trade mix
    Trade value versus cost basis by note
    Cash and store-credit mix by trade
    Profit contribution bridge across parsed trades
    Margin rate by trade
    Cards involved versus tracked value
    Flag distribution across the note set
    Trade detail table
    Date Trade Summary Cards Cash Credit Value Cost Basis Margin Flags