Explore Markets Log In

Workflow Automation.
Under Participant Control.

Define, review, approve, and monitor market workflows while participant authority remains in control.

Request Access
Workflow Disclosures

instructions

010203
How It Works

Define the Workflow and Its Rules.
Review Every Action Before It Proceeds.

Icon Ask

Start with an Instruction

Define the market conditions, evidence, limits, responsible authority, and review steps for a workflow before any action can proceed.

Icon Gen Ai

Refine the Strategy

TradeDesk records the rules, evidence requirements, controls, and approval path for participant review.

Icon Ai

Approve and Monitor the Workflow

Once approved, the workflow monitors its defined conditions and prepares actions for the responsible participant authority.

Section 1 Sub 01 00 00 01 00 Still001 1
Workflows on GTCX TradeDesk

Workflows Can Do a Lot.
Here's a Start.

Workflow

Active

Private Opportunity Monitor

Monitor a private opportunity and prepare a review packet when material terms or evidence change.

Trading Strategies

Workflow

Active

Currency Exposure Review

Track currency and inflation signals, then prepare an exposure review for the responsible market participant.

Market Monitoring
Risk Management

Workflow

Active

Issuer Diligence Queue

Track issuer updates, filings, financial results, and material events for participant review.

Trading Strategy
Market Monitoring

Workflow

Active

Settlement Readiness

Monitor settlement requirements, available cash, approvals, and provider instructions before a transaction proceeds.

Fund Management

Workflow

Active

Covenant Monitoring

Track covenants, reporting obligations, payment dates, and material changes across active credit positions.

Market Monitoring
Trading Strategy

Workflow

Coming Soon

Market Event Review

Capture a material market event and prepare its source evidence, affected instruments, and participant review path.

Market Monitoring
Trading Strategies

Workflow

Active

Commodity Exposure Review

Monitor commodity-market moves and prepare an exposure review across related issuers, contracts, and facilities.

Market Monitoring
Trading Strategies

Workflow

Active

Liquidity Window Preparation

Prepare holder, buyer, rights, pricing, documentation, and eligibility context for a private liquidity window.

Fund Management
Trading Strategies

Workflow

Coming Soon

Funding Cost Comparison

Compare provider assumptions, currency, tenor, collateral, covenants, and transaction-specific financing costs.

Fund Management
Market Monitoring

Workflow

Active

Execution Preflight

Confirm instrument, market, participant authority, limits, documents, settlement instructions, and final approval before execution.

Market Monitoring
Trading Strategy
Risk Management

Workflow Skills

Create Workflows for Anything, from
Trading Strategies to Risk Management.

Agentic Capability 1

Trading Strategies

Equities, options, digital assets

Market and limit orders

Single-leg & multi-leg options

Rolling single leg position

Shorting

Assignment/expiration risk (soon)

OCO, Trailing stop-loss (soon)

Tax lots (soon)

Agentic Capability 3

Indicators

Exponential Moving Average (EMA)

Simple Moving Average (SMA)

Relative Strength Index (RSI)

Moving Average Convergence Divergence (MACD)

Bollinger Bands

Average True Range (ATR)

1D price change

Agentic Capability 5

Data Sources

Real-time price feeds

Reading the VIX

fund/Index holdings (soon)

Historic prices (soon)

Company financials & Earnings calls (soon)

Dividends (soon)

Read Bond Market & Futures (soon)

Fear/Greed Index (soon)

Agentic Capability 2

Cash Management

Internal account movement

External deposits

Book performance (soon)

Dividend re-trading

Bank balance checks

Rebalancing (soon)

Account statements (soon)

Designed for Safety

Stay in Control.
Always.

Background imageBackground imageBackground imageBackground image
Transparency

Every Action Is Visible

We designed this system so there is never a black box. You have complete visibility at all times through your Activity Feed and Transaction History.

Background imageBackground imageBackground imageBackground image
Security

Every Workflow Is Secure

Workflows run on the same financial-grade infrastructure that protects your account. Every action stays within your authenticated market access environment.

Background imageBackground imageBackground imageBackground image
Control

Every Execution Is Your Call

You approve every Workflow before it goes live. You can also go back at any time to edit their logic, pause operations, or shut them down entirely.

Infrastructure

Governed Workflows Built for Market Operations

Market Data Context

Workflows on GTCX TradeDesk are wired directly into Market Data Context. That means they can evaluate the market as it is right now, not 15 minutes ago.

Participant-Controlled Execution

Execution can proceed only through the applicable market workflow, permissions, responsible authority, and approved transaction controls.

Approved Integration Boundaries

Integrations use documented authentication, scoped permissions, participant controls, and approved system boundaries.

Market Operations Need
Workflow Automation

TradeDesk connects rules, evidence, authority, and market context across governed participant workflows.

Icon Agent Dark

Prepare a Governed Workflow.
Request Access.

Connect with the Participant Desk to review supported workflows and current access.

Request Access
Background imageBackground imageBackground imageBackground image

Have Questions? Find Answers.

What Is TradeDesk Workflow Automation?

TradeDesk workflow automation records conditions, evidence requirements, controls, and approval paths so market participants can prepare and govern repeatable work.

What Can an Automated Workflow Do?

A workflow can monitor defined conditions, organize evidence, surface exceptions, and prepare actions for review. Participant authority governs every consequential step.

Which Market Workflows Can TradeDesk Support?

Supported workflows may include market monitoring, issuer diligence, opportunity review, covenant tracking, settlement readiness, and execution preflight. Availability varies by integration and market.

How Are Workflow Controls Governed?

Every supported workflow exposes its rules, evidence, permissions, approvals, activity, and responsible authority. Current capabilities and controls vary by integration and transaction.

Do TradeDesk Workflows Require Code?

Some workflows use configured interfaces while others use documented APIs. The Participant Desk can clarify supported integrations, controls, and implementation requirements.

Which Markets Can Workflows Connect?

Workflow support is market-, provider-, instrument-, participant-, and transaction-specific. Review the applicable integration and access terms before proceeding.