01
Deals & Pipeline
Track offers and deals by stage on a Kanban board.
- Commodity, quantity (MT), price, total value
- Incoterms, payment terms, validity dates
- Margins and e-mail expiry alerts
Commodity Trading Management Platform
Deals, sourcing, shipments, counterparties, commodities and documents — managed in one place, with due diligence built into the pipeline.
- CommoditiesFood · metals · agri
- PipelineKanban · margins · expiry alerts
- AI DeskLOI · ICPO · FCO · contracts
- Sign-inMicrosoft Entra ID · Google
Deals & Pipeline
Every deal fact, in one card.
TradingSmart records commodity, quantity in MT, price, total value, Incoterms, payment terms and validity dates for every offer, and alerts the team by e-mail before an offer expires.
Kanban viewMarginsExpiry alertsLinked sourcesLinked shipments
Offer 3
Frozen chicken paws500 MT · CIF · expires in 2d
Soybean25,000 MT · CFR
Negotiation 2
Copper cathodes200 MT · FOB
Sugar ICUMSA 4512,500 MT · CIF
Due diligence 1
Frozen chicken pawsDD-2026-0142 · Not OK
Contract 1
Aluminium ingots1,000 MT · CIF
7Active deals
USD 18.4MPipeline value
32%Conversion rate
Modules
Nine modules, one data model.
Every deal, company, commodity and document is linked, so due diligence and operations share the same records.
02
Sourcing
Record supplier sources and quotes.
- Supplier sources and quotes
- Links from sources to offers
03
Shipments
Follow shipments linked to deals.
- Shipment tracking per deal
- Shipment documents attached
04
Companies & Persons
Keep one registry of every counterparty.
- Buyers, sellers, suppliers, intermediaries
- Addresses, bank accounts, contacts, roles
- Documents per company and person
05
Commodities
Maintain a commodity catalog.
- Types, subtypes and technical specs
- Packing and container capacity
- Photos and spec documents
06
Documents
Store every file in one repository.
- Document types
- Linked to companies, persons, deals and shipments
07
Dashboard
See the trade at a glance.
- Active deals and pipeline value
- Volume by commodity, margins, conversion rate
- Expiring offers and latest deals
08
AI Desk
Draft and analyze commercial documents with controlled internal assistants.
- LOI, ICPO, FCO and contracts
- Reusable templates
- Audit logging
09
Users & roles
Control who sees what.
- SuperAdmin, Admin, Trader, Viewer, Representative
- Menu and data access filtered by role
- Microsoft Entra ID or Google sign-in
Assistants that draft — and leave a record.
AI Desk provides controlled internal assistants for drafting and analyzing LOI, ICPO, FCO and contracts. Teams reuse approved templates, and every interaction is logged.
| Template | Type |
|---|---|
| ICPO · frozen poultry | ICPO |
| FCO · CIF standard | FCO |
| LOI · metals | LOI |
Each profile sees only what it should.
TradingSmart filters menus and data access by role. Users sign in with Microsoft (Entra ID) or Google.
SuperAdminAdminTraderViewerExternal Representative
Sign in with MicrosoftSign in with Google
Who it's for
One case file, three kinds of reader.
Commodity trading companies
Owners, compliance and operations teams manage deals end to end and verify every counterparty before a contract is signed.
Trade-finance banks
Banks receive a frozen, hashed report through a read-only link, with the documents and reasoning behind each finding.
Brokers & intermediaries
Intermediaries run analyses As Intermediary, confirm mandates, and see financial capacity assessed on the final buyer at SPA stage.
Request a demo
See your next counterparty through TradingSmart.
We walk you through the trading platform and a sample Due Diligence report.
- Deals, pipeline, sourcing and shipments
- Document classification and deterministic validators
- Executive scorecard and bank-grade report
- Secure read-only share link