The Risk Manager That Never Sleeps
Your trading desk runs 24/7. Your risk management should too. We're building CRM to monitor every position, enforce your rules, and call your team when things go wrong — even at 3am.
Coming soon for crypto trading desks, market makers, and prop firms managing serious capital across multiple exchanges.
Why Trading Desks Choose CRM
Stop tab-switching between exchanges to check if your traders are within limits. CRM does it for you, every 2 minutes, across every account.
Sleep at Night
CRM watches your positions 24/7 and will literally call you on the phone if something goes wrong. No more waking up to blown accounts.
One Dashboard, All Traders
See every trader's risk status at a glance. Drill down from account to subaccount to individual positions. Closest-to-liquidation highlighted.
Systematic Rules, Not Vibes
Define rules once and apply them across all accounts. No more “I thought the stop was set” or “I didn't realize leverage was that high.”
Risk Oversight for Your Entire Desk
Built for risk managers who oversee multiple traders. View all your traders' positions from one dashboard, set rules across accounts, and monitor performance and risk in real-time.
- Multi-trader view — see every account's risk status, positions, and rule breaches
- Set rules across traders — global risk limits with per-account overrides
- Performance tracking — see each trader's P&L, win rate, and risk metrics
- Risk badges — Normal / Warning / Danger / Critical per trader
- Alert routing — notify the right people when specific traders breach limits
Trader D has exceeded Max Global Risk threshold. Phone escalation triggered.
Warning: Liquidation price above hedge entry. CRM escalates if distance drops below 8%.
Liquidation Protection
Running delta-neutral strategies across exchanges? CRM monitors your liquidation proximity relative to your hedge positions. Get alerted before a liquidation above your hedge wipes out your basis trade.
- 3-tier alerts — Warning, Danger, Critical thresholds you define
- Cross-exchange monitoring — tracks perp + spot/hedge positions across accounts
- Phone escalation — get called when liquidation is imminent, even at 3am
- Custom thresholds — set different levels per pair, per account
Hedge Drift Detection
Automatically detect when your hedge positions drift out of balance. CRM matches spot and perp positions across exchanges and alerts you when the delta exceeds your thresholds.
- 3-tier drift alerts — configurable imbalance thresholds
- Cross-account matching — spot on one exchange, perp on another
- Real-time delta calculation — updated every sync cycle
Everything Your Desk Will Need
All the risk management infrastructure we're building, so your team can focus on trading.
Phone Call Escalation
4-tier escalation: Email → Telegram/Discord → Phone Call → Repeat Phone Call. Multiple recipients per channel. Critical alerts repeat hourly until acknowledged.
Playbook System
Define graded setups (A+ to D) with specific risk limits per grade. Every position must be assigned to a strategy. Enforce discipline across your desk.
Trading Environments
Tag setups with market conditions — Trending, Range-Bound, High Volatility. Switch environments and CRM ensures traders only use matching strategies.
Multi-Exchange Monitoring
Connect Bybit, Binance, OKX, HyperLiquid, and Kraken. Unified risk view across all exchanges. Read-only API — CRM never places trades.
17 Risk Rules + Custom
All standard rules across position, account, loss, and playbook categories. Plus the ability to request custom rules tailored to your specific strategy.
Cooldown & Audit
Configurable cooldown per rule to prevent alert fatigue. Complete audit trail of every alert sent, acknowledged, and escalated.
On the Roadmap
Early access participants get priority input on upcoming features.