Volume This Week
Recent Activity
Tasks
Pending Actions
| Name | Account ID | Type | Status | Equity (USD) | Volume (M USD) | Last Trade | Source |
|---|
Volume Growth
Client Breakdown
| Client | Account ID | Volume (M USD) | Lots Traded | vs Last Period | Trades | Last Trade | Status |
|---|
Commission Trend
Master OnlyTop Clients by Commission
Per-Client Breakdown
| Client | Account ID | Commission (USD) | Volume (M USD) | Period |
|---|
Monthly P&L
Master Only
Add Expense
Category
Amount
Currency
Description
Expense Log
| Date | Category | Description | Amount |
|---|
Upload HFM Report
Master Only
Drop client-performance-report.xlsx here
or click to browse · .xlsx files only
Import Rules
✅ New accounts — inserted with blank name, flagged for Mary/Moncy to complete
✅ Existing accounts — volume, equity, status, last_trade updated only
🔒 Name, email, notes — never overwritten by import
📸 Snapshot saved — every import creates a dated snapshot for period tracking
⚠️ Same-day duplicate — updates existing snapshot, no duplicates
Last Import
No imports yet today
Team Accounts & Permissions
Master Only
System Info
Supabase Project
tkjablqpmvwxnsyhdznb
IB Number
30504720