ib-commission-tracking

What problem does it solve?

This Skill automates the complex process of tracking, reconciling, and forecasting Introducing Broker (IB) commissions, ensuring Hedge Edge maximizes its revenue from referred clients and maintains accurate financial records.

Core Features & Use Cases

• Automated Reconciliation: Compares broker-reported commissions against internal calculations and Tide Bank deposits to identify discrepancies.
• Revenue Forecasting: Projects future commission earnings based on user growth and trading activity.
• Client Activity Monitoring: Tracks referred client trading volumes and identifies high-value traders or potential churn risks.
• Use Case: Monthly, this skill will automatically pull commission reports from Vantage and BlackBull, cross-reference them with internal records in Supabase, verify that the correct amounts have been deposited into Tide Bank, and then generate a projection for the next quarter's earnings.

Quick Start

Reconcile IB commissions for the last month from Vantage and BlackBull.