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For sell-side trading desks and market makers

Client flow analytics for trading desks. Which clients show you the flow, and which show it to the street.

Which clients send you rates and route credit elsewhere. Which client's hit ratio fell from a third to a tenth this quarter. Which sales-trader covers eighty accounts and quotes thirty. From RFQ logs and trade blotters, client IDs only, inside your own tenant.

Upload sample data to try itSee a demoAI analytics for TradingClient IDs only. Enterprise deployment in a separate tenant.
Client 3350 · RFQs won against received, by productreconciled ✓
Rates
412 won
Credit
96 won
FX
240 won
Equity derivatives
18 won
Total766 won
Per clientRFQs won against RFQs received, by product
Per deskhit ratio, flow share, response time
100%reconciled to the blotter

Flow share, by client and product

A trading desk sees the RFQs it receives and the trades it wins. It rarely sees the two together per client, per product, over time. Covirage computes hit ratio and flow share from the logs, values the gap at desk margins, and ranks it per sales-trader.

Hit ratio by client

Won against received, by product and tenor, with the trend that says a client is drifting.

Flow share

Your share of the client's estimated flow, where you hold benchmark or tender data.

Coverage

Clients per sales-trader against quotes made, so the list fits a trading day.

How it works

Three steps, in this order.

Load RFQs and the blotter

By client, product and sales-trader.

Set the windows

Daily for hit ratio, quarterly for share.

Open to the desk

Sales-traders see their clients. The desk head sees the roll-up.

“We knew our hit ratio. We did not know it had halved for our third-largest client until the quarter was over.”A head of trading at a European bank

Questions this industry asks

Short answers. The Help centre has the long ones.

How is this different from the investment banking page?

That page is salesperson coverage and wallet share across products. This page is flow: RFQs, hit ratios and response, per client and product, for the desk.

Does data leave the bank?

No. Enterprise runs in a separate pseudonymised tenant with client IDs only.

Which venues?

Any RFQ log or blotter export: Bloomberg, Tradeweb, MarketAxess exports, or internal systems.

Read more

Analytics software for trading, compared · Alternatives to named products

Written for this desk: the measures, the data you already hold, and the arithmetic.

Coverage and territory · Trading

Axe distribution: which clients receive the desk's axes, and which ones trade them

How a trading desk measures whether its axes reach the clients who trade them, from the axe log, the distribution records and the blotter: axes sent per client per product, axes traded within a stated window, the clients who receive many and trade none, the clients who trade the desk's axes but receive few, the salespeople whose distribution lists have not changed in a year, and the identity that trades against axes sit inside the blotter.

16 Sept 20262 min read
Territory, capacity and quota planning · Trading

Client tiering by flow and hit ratio: where the desk should spend its axe

How a trading desk tiers its clients from the RFQ log and the blotter rather than from the coverage list: two axes, notional traded and hit ratio, four tiers that follow, the clients with high inquiry volume and low hit ratio who consume pricing effort for little, the clients with high hit ratio and modest flow who would trade more if shown more, and the quarterly re-tiering that moves clients on their own numbers.

16 Sept 20262 min read
Wallet share and penetration · Trading

Hit ratio by client and product: a trading desk's guide to flow share

How a sell-side desk computes hit ratio and flow share per client and product from its own RFQ logs and blotter, why the two numbers must be read together, and the three drifts that predict a client is leaving before the revenue shows it.

16 Sept 20264 min read
Wallet share and penetration · Trading

Size-weighted hit ratio: why the count-weighted number hides the losses

Why a trading desk's hit ratio should be weighted by ticket size as well as counted, how the two diverge when a competitor commits balance sheet, the computation from the RFQ log, and a worked example where a rising count-weighted ratio masks a falling share of volume.

16 Sept 20263 min read
Coverage and territory · Trading

Ten questions a head of sales trading asks, and the table that answers each

The ten questions a head of sales trading puts to the salespeople and the traders, which clients have gone quiet in a product where the desk has not, what is the size-weighted hit ratio by client, which clients are tiered where by flow and hit ratio, which axes reached the clients who trade them, who is covered by one salesperson only, what does the coverage map look like by client and product, does the blotter reconcile to the benchmark submission, which clients receive many prices and trade none, which salespeople's distribution lists are stale, and what changed, each with the table from the RFQ log, the blotter and the coverage file, and the answer to send back.

16 Sept 20262 min read
Coverage and territory · Trading

The quiet client list: trading desks and the clients whose flow has stopped

How a sales-trading desk finds the clients whose inquiry or trade count has fallen against their own baseline from the RFQ and trade logs, per product, why a client can be silent on one desk and active on another, the quiet score that ranks them by the flow at stake, and the weekly list that reaches the salesperson before the quarter-end review does.

16 Sept 20262 min read