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Post-Trade Analytics Platform Excel Template

Analyze post-trade performance with comprehensive transaction cost analysis, performance measurement, and trade analytics for institutional investors and trading firms.


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Master Post-Trade Analytics with Advanced Performance Measurement

Post-trade analytics require sophisticated transaction cost analysis, performance measurement, and comprehensive trade analytics capabilities. Our Post-Trade Analytics Platform template provides comprehensive tools to analyze trading performance, measure transaction costs, and optimize execution strategies with institutional-quality frameworks for institutional investors and trading firms.

From transaction cost analysis to performance measurement, optimize post-trade analytics. Built for institutional investors, trading firms, and investment managers, this template helps you analyze trading performance, measure costs, and optimize execution strategies.

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Comprehensive Transaction Cost Analysis Framework

Implementation Shortfall Analysis

Analyze implementation shortfall with market impact, timing costs, and opportunity costs. Measure total trading costs and execution efficiency.

VWAP & TWAP Analysis

Compare execution with VWAP and TWAP benchmarks, slippage analysis, and benchmark performance. Evaluate execution quality against market benchmarks.

Market Impact Modeling

Model market impact with temporary impact, permanent impact, and impact curves. Understand and minimize market impact costs.

Venue Analysis & Routing

Analyze venue performance with fill rates, execution quality, and venue comparison. Optimize order routing and venue selection.

Performance Measurement & Trade Analytics

Best Execution Analysis

Analyze best execution with execution quality metrics, regulatory compliance, and best execution reporting. Ensure regulatory compliance and optimal execution.

Algorithm Performance

Evaluate algorithm performance with participation rates, completion rates, and algorithm comparison. Optimize algorithmic trading strategies.

Trader Performance Analysis

Analyze trader performance with execution metrics, cost analysis, and performance benchmarking. Evaluate and improve trader effectiveness.

Risk & Compliance Monitoring

Monitor risk and compliance with trade surveillance, regulatory reporting, and compliance analytics. Ensure regulatory compliance and risk management.

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Frequently Asked Questions

How does it analyze implementation shortfall?

The template analyzes implementation shortfall with market impact, timing costs, and opportunity costs. It measures total trading costs and execution efficiency.

Can it compare VWAP and TWAP?

Yes, the template compares execution with VWAP and TWAP benchmarks, slippage analysis, and benchmark performance. It evaluates execution quality against market benchmarks.

How does it model market impact?

The template models market impact with temporary impact, permanent impact, and impact curves. It understands and minimizes market impact costs.

Does it analyze best execution?

The template analyzes best execution with execution quality metrics, regulatory compliance, and best execution reporting. It ensures regulatory compliance and optimal execution.

How does it evaluate algorithms?

The template evaluates algorithm performance with participation rates, completion rates, and algorithm comparison. It optimizes algorithmic trading strategies.

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Frequently Asked Questions

If you question is not covered here, you can contact our team.

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How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Transform Post-Trade Analytics

Professional post-trade analytics platform tools to analyze transaction costs, measure performance, and optimize execution strategies with comprehensive trade analytics.

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