The reporting
The pivots your broker terminal won't let you cut.
One CSV upload, every view your desk has ever asked for.
Cross-tenant, cross-segment, cross-anything.
Cross-client · Script-wise
Cross-tenant by default. Script-wise on a click.
The terminal locks you to one client at a time. Astra Desk pivots
the day's trades any way the desk needs — by client, by code, by scrip,
by segment, by family vs third-party. 800-row CSV, two clicks, the
answer.
Family book
See the family book without leaving the page.
HUFs, spouses, dependents, partnership accounts grouped by code.
Family ledger and turnover, clean separation from third-party clients,
hedges and offsetting positions surfaced — not buried.
EOD automation
8 reports. 4 mailers. 1 click.
Family EQ. Family FO. Client EQ / FO / DEBT. Three turnover
summaries. WhatsApp recap to the principal. Drag the terminal CSV in —
every output is generated, categorised, approved, and pasted into Gmail
drafts before 3:45.
Integrity
The dealer can't ship a sloppy day.
Any client with both a buy and a sell in the same scrip same day
is flagged. Approve button stays locked until the dealer types an
explanation. Auditor and principal see the flag — and the explanation —
instantly.
Compliance
Segregation of duties, built in.
A separate auditor view independently reconciles every trade
against its authorisation basis — call recording, email, OTP, physical,
self-traded. Per-client defaults remember themselves. Daily attestation
is a dated artifact, not a checkbox.
Trust
Every total ties back to the paise.
Click any client → see their scrips. Click any scrip → see every
client who traded it. Numbers source from the CSV on disk, not from a
derived cache. Auditor and principal see the same number. Always.