FOR BUSINESS

Trade Eyes Risk & Portfolio Review

Import transaction evidence, evaluate versioned mandates, and record decisions on account-level exceptions.

Business education and financial review

Evidence. Review. Decision.

  • Organization-scoped records
  • Versioned numerical checks
  • Human approval and review history

The working loop

  1. 01Create an account with a versioned risk mandate.
  2. 02Map CSV columns and validate transaction records.
  3. 03Review deterministic findings and missing evidence.
  4. 04Acknowledge exceptions and export your review.

Evidence before interpretation

Findings depend on imported transaction history. Missing stop, equity or position information is marked unassessed. Multiple currencies are not combined without verified exchange rates. Updates follow imports, not live broker feeds.

Independent team subscription

Risk Audit: $149/month or $1,490/year with a 7-day annual trial. 10 seats; 100 monthly audits or 1,200 per paid year. Trial includes 10 audits. Academy and broker access remain separate.

Frequently asked questions

Does this replace the trader product?

No. Your personal Trade Eyes account and records remain separate from organization workspaces.

How do we activate access?

Create an account, verify your email, create an organization and choose your monthly or annual team plan. Annual trials require a card. Cancel before day 7 to avoid the annual charge.

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