We assess your exposures, position sizes, and proposed trades against defined risk limits. You get clear portfolio construction guidance plus risk and optimization tools for investment decisions.
We analyze portfolio exposures, proposed trades, and sizing choices, then build risk and optimization tools that support CIO decisions within defined risk parameters.
We break down current portfolio exposures to show where risk is concentrated.
The CIO needs a clear view of where portfolio risk comes from before changing positions or approving new trades.
"Before a proposed portfolio change, we show which existing exposures drive risk and where the new trade would alter that mix."
We assess how positions fit together against the portfolio's investment and risk parameters.
Position choices can look reasonable alone but still create an unwanted portfolio mix when viewed together.
"We review a proposed portfolio change against existing positions and defined risk parameters before it reaches a CIO decision."
We evaluate position sizes using portfolio risk, exposures, and defined investment limits.
The investment team needs sizing guidance that reflects the portfolio's current exposures rather than a trade in isolation.
"For a potential trade, we assess how different position sizes change portfolio exposure before the CIO reviews the idea."
We assess potential trades for how they change exposures, sizing, and portfolio construction.
A proposed trade can add risk in places the investment team may not see when judging the trade on its own.
"We compare a potential trade with current exposures and flag how it would change the portfolio before the investment team acts."
We build tools that turn portfolio risk analysis into repeatable checks for the investment team.
The team needs a repeatable way to inspect portfolio risk instead of rebuilding the same analysis for each review.
"We turn the portfolio exposure and risk checks used in CIO reviews into a repeatable tool the investment team can run again."
We build tools that compare portfolio choices within defined investment and risk parameters.
The CIO needs a structured way to compare construction choices without losing sight of stated risk limits.
"We set up a tool to compare portfolio changes under the same investment and risk parameters used by the CIO and team."
These use cases cover exposure reviews, position sizing, and proposed portfolio changes — where risk tools support CIO decisions.
Current problem
You need to brief the CIO on current portfolio exposures, but the important question is which positions are actually driving risk.
Trading system
The risk tool organizes current exposures and risk sources into a repeatable view the investment team can use before a CIO review.
Human involvement
You confirm the portfolio inputs and review the risk-source findings before they are used in a CIO discussion.
Systems
Possible outcome
Clearer exposure discussions before portfolio changes.
Real engagements. Relevant to what you need.
Trading Bot Development
Initial problem
Independent strategies stacked into oversized correlated positions, and overlapping signals produced duplicate exposure across accounts.
Traadence's solution
Built a portfolio bot netting overlapping positions and capping aggregate correlated exposure in real time.
Result
Correlated exposure capped across 9 strategies with worst drawdown down 38%.
"Nine independent strategies would all go long EUR at once and nobody was watching the aggregate. Traadence built netting and correlation caps at the portfolio layer, and our worst drawdown fell by nearly forty percent."
Trading Bot Development
Initial problem
Positions opened directly into high impact news releases, and a single risk setting applied across pairs of very different volatility.
Traadence's solution
Built an MT5 expert advisor with economic calendar filtering and independent per-pair risk configuration.
Result
News filtering applied to 40 monthly events with risk configured across 12 pairs.
"The bot used to open positions straight into non-farm payrolls because it had no idea the release was coming. Traadence wired in calendar filtering and per-pair risk, and my daily management is now fifteen minutes."
Trading Bot Development
Initial problem
Traders breached drawdown limits during volatile sessions, and manual position sizing drifted under pressure in fast markets.
Traadence's solution
Built an execution bot that blocks any order which would breach daily or maximum drawdown limits.
Result
Zero violations across 40 accounts with order round trip held under 40ms.
"The bot refuses orders that would breach the account rules rather than warning after the fact. Since Traadence built it we have had zero violations across forty funded accounts, which is the whole business."
Investment teams reviewing portfolio exposures and trades trust us to keep analysis tied to defined risk parameters.
Companies Traadence has worked with
Ironwood Trade Group
Trading Bot Development
PL
Merrow FX Trading
Trading Bot Development
GB
Redstone Prop Capital
Trading Bot Development
US
Solace Digital Assets
Trading Bot Development
NL
Cobalt Futures Desk
Trading Bot Development
CA
Halcyon Crypto Desk
Trading Bot Development
AE
"Nine independent strategies would all go long EUR at once and nobody was watching the aggregate. Traadence built netting and correlation caps at the portfolio layer, and our worst drawdown fell by nearly forty percent."
T. Wieczorek
Head of Systems · Ironwood Trade Group
"The bot used to open positions straight into non-farm payrolls because it had no idea the release was coming. Traadence wired in calendar filtering and per-pair risk, and my daily management is now fifteen minutes."
G. Okonjo
Founder · Merrow FX Trading
"The bot refuses orders that would breach the account rules rather than warning after the fact. Since Traadence built it we have had zero violations across forty funded accounts, which is the whole business."
W. Coburn
Managing Partner · Redstone Prop Capital
"Leaving quotes up through a violent move is how you end up holding inventory you never wanted. Traadence built automatic withdrawal and hard inventory bands, and we stay inside target ninety-seven percent of the time."
S. Vries
Chief Technology Officer · Solace Digital Assets
Our portfolio optimization services move from mapping current exposures to tested risk and sizing tools used in CIO portfolio reviews.
We map how the CIO and investment team review exposures, size positions, and assess proposed portfolio changes today.
Share current portfolio exposures, risk parameters, and examples of sizing or trade-change decisions the CIO reviews.
We test the analysis against defined investment and risk parameters, including sizing and trade-change edge cases.
Confirm the investment constraints, risk parameters, and edge cases that must block or flag a portfolio choice.
We design how exposure analysis, sizing logic, trade reviews, and portfolio constraints fit into the risk tools.
Review and approve the exposure measures, sizing rules, trade-review logic, and CIO decision outputs.
We run a working slice on current portfolio exposures and a real proposed change to check risk and sizing outputs.
Provide a current portfolio snapshot and one proposed trade or portfolio change for the prototype review.
We build the risk and optimization tools, then test exposure checks, sizing comparisons, and portfolio-change outputs.
Run user acceptance checks with the investment team and approve the CIO-facing outputs before go-live.
We deploy the tools with checks on portfolio inputs and CIO-facing outputs, plus a support window agreed before launch.
Approve live inputs, review the deployment runbook, and agree how tool issues are reported after launch.
A 30-minute discovery call is enough to map your strategy, markets, and broker stack — and tell you whether a custom trading system makes sense.
We keep CIO-facing exposure, sizing, and portfolio-change analysis reviewable before it shapes an investment decision.
We review every CIO-facing risk and sizing output with you before it is used, so no unchecked sizing recommendation reaches a CIO decision.
How Traadence proves it
CIO sign-off step documented before portfolio tools go live.
We take no referral fees. We map your existing stack first, then recommend what fits the portfolio risk and optimization work.
How Traadence proves it
Design doc lists tool options with tradeoffs before build.
We monitor portfolio risk outputs against current exposures, so mismatches are caught before you use them in a CIO review.
How Traadence proves it
Portfolio tool monitoring checklist included at handoff.
You'll know what we're building each week, what's done, and what's been pushed — before we touch code. No scope creep, no surprises.
How Traadence proves it
Signed scope doc and weekly updates before code is written.
A few words from the desks Traadence has partnered with — what it's been like to work with Traadence, and the impact on their trading operations.
"Nine independent strategies would all go long EUR at once and nobody was watching the aggregate. Traadence built netting and correlation caps at the portfolio layer, and our worst drawdown fell by nearly forty percent."
Correlated exposure capped across 9 strategies with worst drawdown down 38%.
T. Wieczorek
Head of Systems · Ironwood Trade Group
"The bot used to open positions straight into non-farm payrolls because it had no idea the release was coming. Traadence wired in calendar filtering and per-pair risk, and my daily management is now fifteen minutes."
News filtering applied to 40 monthly events with risk configured across 12 pairs.
G. Okonjo
Founder · Merrow FX Trading
"The bot refuses orders that would breach the account rules rather than warning after the fact. Since Traadence built it we have had zero violations across forty funded accounts, which is the whole business."
Zero violations across 40 accounts with order round trip held under 40ms.
W. Coburn
Managing Partner · Redstone Prop Capital
Portfolio optimization services fit teams that need exposure, position-sizing, and proposed-trade analysis before changing portfolio construction.
Hedge funds need proposed trades tested against current exposures and risk limits; the same tools show how a change affects sizing and portfolio balance before the CIO acts.
A CIO reviews how a new position changes exposure and sizing before approving the trade.
Portfolio teams must compare allocation choices across holdings and mandates; the same risk and optimization tools make position-size and construction trade-offs visible.
An investment team compares two allocation changes before rebalancing a multi-asset portfolio.
Family offices often manage concentrated holdings and new investment ideas together; the same analysis shows where a proposed position adds or compounds existing risk.
A family office tests whether a new allocation increases an already concentrated portfolio exposure.
Prop firms need consistent sizing and portfolio risk checks across active strategies; the same tools assess how each proposed change fits limits before capital is assigned.
A prop desk checks a proposed strategy allocation against portfolio risk limits before sizing it.
Named Experts
You'll work with named engineers and a dedicated delivery manager, not an anonymous team bench.
Lead
Trading Bot & Software Development Lead
Alex Hodge is the Trading Bot & Software Development Lead at Traadence, building and maintaining execution systems that run unattended — from strategy logic to broker API to order fill.
Supporting
Trading Strategist & Signals Lead
Jim Dudas is the Trading Strategist & Signals Lead at Traadence, backtesting strategies before they go live, running the signals desk, and writing about what separates a real edge from an overfit curve.
Common questions about hiring Traadence for portfolio optimization services focused on risk, position sizing, and construction decisions.
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Book a 30-minute discovery call. We'll map your markets, broker setup, and execution needs — and tell you exactly what we'd build.