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Trade Volume by Symbol
Recent Activity
Latest trades, deposits & withdrawalsTop Clients by Balance
Highest available cash balancePerformance Plan Progress
Annual target completion at a glance.
Total Assets
ETB 0.00
Liabilities
ETB 0.00
Income
ETB 0.00
Clients
0
Trades
0
Pending
0
Trade Desk
Trade Execution
Place buy & sell orders on behalf of clients
Market Open
1 Selected Client
Client—
Account—
Cash BalanceETB 0.00
Holdings—
2 Order Details
Recent Trades
Last 10 executed
| Time | Acct | Symbol | Side | Qty | Price | Total |
|---|
Pending Orders
| Time | Client | Symbol | Type | Side | Qty | Price |
|---|
No
pending orders
Executed Orders
| Time | Client | Symbol | Type | Side | Qty | Price | Status |
|---|
No
executed orders yet
Customer Transactions
Deposits & Withdrawals — posts only to the cash_transactions ledger; balance shown is the running balance from that table
Transaction History
Performance Tracker
Analyze portfolio performance against planned targets.
Client Onboarding Plan
| Metric | Q1 | Q2 | Q3 | Q4 | Annual Total | Actions |
|---|---|---|---|---|---|---|
| Business Days | 64 | 65 | 61 | 61 | 251 days | |
| Target Rate (clients/day) | 30 | 30 / day | ||||
| Target Clients Onboarded | 1,920 | 1,950 | 1,830 | 1,830 | 7,530 clients | |
| — via Neway App (est. 70%) | ≈ 1,344 | ≈ 1,365 | ≈ 1,281 | ≈ 1,281 | ≈ 5,271 clients | |
| — via Branch (est. 30%) | ≈ 576 | ≈ 585 | ≈ 549 | ≈ 549 | ≈ 2,259 clients | |
| Target Onboarding Turnaround | ≤ 3 days | ≤ 3 days | ≤ 3 days | ≤ 3 days | ≤ 3 working days | |
| Client Satisfaction Target | — | — | ≥ 80% | ≥ 80% (Q4 survey) | ≥ 80% | |
Operations
Manage clients and other operational tasks.
Register
Full record of clients, orders and funds.
| Client Name | Client ID / Account No. | Contact Details | Nationality | Country of Residence | Onboarding Date | Account Status | Fund Status | Remarks | Actions |
|---|
Import Data
Upload CSV files to populate registers (CSD, BBO, PTRS)Expected columns:
Account,Name,Phone,Email,Status,Nationality,CountryOfResidence,FundStatus,Remarks,Balance
(optional)
Saved CSD Account Records
Records stored in the csd_accounts table| No. | Code | Type | Client Type | Unique Identifier | Account Owner Name | Party | Default | Status |
|---|
Reports & Analytics
Generate operational and financial reports with export to CSV
Full record of clients, orders and funds — required by ESX.
| Client Name | Client ID / Account No. | Phone | Nationality | Country of Residence | Onboarding Date | Account Status | Fund Status | Remarks | Actions |
|---|
| Submission Date & Time | Order ID / Ref. No. | Client Name / ID | Security / Symbol | Client Type | Order Type | Quantity | Price (Limit / Market) | Status | Remarks |
|---|
| Execution Date & Time | Order ID / Ref. No. | Client Name / ID | Security / Symbol | Client Type | Order Type | Quantity | Price | Total Value | Order Submission Date & Time | Remarks |
|---|
| Cancellation Date & Time | Order ID / Ref. No. | Client Name / ID | Security / Symbol | Client Type | Order Type | Quantity | Price | Reason for Cancellation | Order Submission Date & Time | Remarks |
|---|
| Client Name | Client ID | Contact Details (Phone/Email) | Deposit Date | Deposit Amount | Purpose | Available Balance | Remarks |
|---|
System Administration
Configure commission rates, symbols, fiscal year, and global settings.
Commission Rates
ETB
Fiscal Year Settings
This label appears in the top bar.