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How can you create an intuitive trading and execution platform?

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If you are an investment banker, you know how important it is to have a reliable and efficient trading and execution platform. A trading and execution platform is a software system that allows you to access market data, execute orders, monitor positions, and manage risk. It can also provide you with analytical tools, reporting features, and automation capabilities. But how can you create an intuitive trading and execution platform that meets your needs and preferences? Here are some tips to consider.

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Jeetain Kumar, FMVA?

I help students & executives in finance ? MBA (LPU)'24 ? 35k ? KPMG Certified Financial Consultant ? ESG & FP&A…
Anita NGONO?

Financial Markets Engineer ???? | Business Analyst Finance/MOA Front Office????| Optimizing front office processes…
Richard Dajiang Shi

Executive Director And CEO at Shanghai Yibo Information Science And Technology, Ltd.

1 Identify your goals

Before you start designing your platform, you need to have a clear idea of what you want to achieve with it. What are your main trading strategies and objectives? What are the key performance indicators and metrics that you want to track and optimize? What are the regulatory and compliance requirements that you need to follow? How do you want to communicate and collaborate with your clients and colleagues? By defining your goals, you can prioritize the features and functions that are most relevant and useful for your platform.

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Jeetain Kumar, FMVA?

I help students & executives in finance ? MBA (LPU)'24 ? 35k ? KPMG Certified Financial Consultant ? ESG & FP&A Specialist
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Embarking on the journey to craft an intuitive trading and execution platform begins with the artful identification of your strategic goals." In my experience, the pivotal step of identifying goals in creating a trading and execution platform has been a compass guiding us through the complexities of development. One time at work, we found that clarity in our trading strategies, performance objectives, and compliance requirements laid the foundation for a purpose-driven platform. Defining key metrics and communication channels enabled us to prioritize features effectively. The clarity gained by asking these fundamental questions proved to be an invaluable asset, paving the way for a truly intuitive and purposeful trading experience.

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Richard Dajiang Shi

Executive Director And CEO at Shanghai Yibo Information Science And Technology, Ltd.
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Frist of all, financial data should be gained and investigated. For different exchange, industry and market, financial data are formatted and published in very different way for domain related specific reasons. Trading system and platform is designed to process and analyze underlying financial data. Only financial data is modeled correctly and rightly, platform and trading software can be designed and implement rightly.

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Tom Rotmans

Executive Director | Strategic Management & Advice | Data Governance & Management | Program Management | Investment Management
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Focus on user experience and functionality. Start with a clean, user-friendly interface that minimizes noise and emphasizes essential information and actions. Work with customizable dashboards that allow users to tailor their view according to their preferences. The platform should offer real-time data, fast execution, and reliable performance under high volumes. Incorporate solid analytical tools, charting capabilities, and easy access to historical data to aid decision-making. Security features must be up-to-date, with encryption and authentication processes. Offer educational resources and support for users of all levels. Gather user feedback for iterative improvement, keeping the platform aligned with user needs and market trends.

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2 Choose your technology stack

The next step is to decide on the technology stack that you will use to build your platform. This includes the programming languages, frameworks, libraries, databases, and APIs that you will use to create the front-end, back-end, and middleware of your platform. You need to consider several factors when choosing your technology stack, such as scalability, performance, security, compatibility, and cost. You also need to evaluate the availability and quality of documentation, support, and community for each technology. Ideally, you want to choose a technology stack that is robust, flexible, and easy to maintain and update.

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Richard Dajiang Shi

Executive Director And CEO at Shanghai Yibo Information Science And Technology, Ltd.
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For most management scenarios, C# based asp.net.mvc web technology stack is the best choice for the platform. Agile iterative devop method could be applied for quick mockup and feedback from business perspective. When the requirement has been clear, and the bottle neck becomes performance, system response and throught output, then C++ based technology framework could be applied for developing low-latency and high volume processing trading and risk monitoring platform, such as for algorithm trading, automatic arbitrage trading system. Python based AI framework could be utilized to batchly analyze financial data and do machine learning to make automatic stock investing decision by utilizing latest LLM and ChatGPT AI techlology.

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3 Design your user interface

The user interface (UI) is the part of your platform that your users will interact with. It consists of the visual elements, such as buttons, menus, charts, tables, and icons, that display information and allow users to perform actions. You want to design a UI that is intuitive, responsive, and user-friendly. This means that your UI should follow some basic principles, such as consistency, simplicity, clarity, feedback, and accessibility. You should also use colors, fonts, layouts, and animations that match your brand identity and enhance your user experience.

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Richard Dajiang Shi

Executive Director And CEO at Shanghai Yibo Information Science And Technology, Ltd.
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Some UI framework could be utilized for developing front end UI, such as JQuery, bootstrap, amChart and metronic 5.0/7.0. Metronic has a complete stable solution for UI interactive for most of UI scenarios. Metronic has also integrated anChart for complex data visualization and chart.

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4 Implement your business logic

The business logic is the part of your platform that implements the core functionality and rules of your trading and execution processes. It consists of the code that handles the data processing, calculations, validations, and transactions of your platform. You want to implement a business logic that is accurate, reliable, and secure. This means that your business logic should follow some best practices, such as modularization, documentation, testing, and error handling. You should also use design patterns, algorithms, and data structures that optimize your performance and efficiency.

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Anita NGONO?

Financial Markets Engineer ???? | Business Analyst Finance/MOA Front Office????| Optimizing front office processes, trading & portfolio management systems.
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Les tests ne se limitent pas à une phase de développement ; ils constituent un processus continu visant à assurer la fiabilité, la performance et la sécurité de votre plateforme. L'implémentation de tests automatisés, de tests de charge et de tests de sécurité dès les premières étapes du développement permet d'identifier et de corriger les problèmes avant qu'ils n'affectent vos utilisateurs. La maintenance proactive de votre logique métier, comprenant des mises à jour régulières et l'optimisation des performances, assure une expérience utilisateur sans faille et la pérennité de votre plateforme.

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5 Integrate your data sources

The data sources are the part of your platform that provide you with the market data, order data, position data, and risk data that you need for your trading and execution activities. They consist of the external or internal APIs, feeds, databases, or files that you connect to your platform. You want to integrate your data sources that are relevant, timely, and consistent. This means that you should use standard protocols, formats, and methods to access and manage your data sources. You should also use data quality checks, filters, and transformations to ensure the validity and reliability of your data.

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Anita NGONO?

Financial Markets Engineer ???? | Business Analyst Finance/MOA Front Office????| Optimizing front office processes, trading & portfolio management systems.
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Toutes les sources ne se valent pas. Certaines vous offriront un avantage concurrentiel grace à des données plus fra?ches ou plus détaillées. D'autres seront indispensables pour leur fiabilité et leur précision. La diversité des sources permet également de croiser les informations et de réduire le risque d'erreurs ou de manipulation des données.

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6 Evaluate your platform

The final step is to evaluate your platform and measure its performance, usability, and satisfaction. You can use various methods and tools to test and assess your platform, such as user feedback, surveys, interviews, analytics, benchmarks, and audits. You want to evaluate your platform and identify its strengths, weaknesses, opportunities, and threats. This will help you to improve your platform and make it more intuitive and effective for your trading and execution needs.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you create an intuitive trading and execution platform?

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1 Identify your goals

2 Choose your technology stack

3 Design your user interface

4 Implement your business logic

5 Integrate your data sources

6 Evaluate your platform

7 Here’s what else to consider

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