Deriv Pilot dashboard interface showing multi-exchange position data and analysis tools

Every tool built for one job: clearer data, faster decisions

Deriv Pilot brings position tracking, income-stream analysis, and multi-exchange reporting into a single workspace designed for professionals who can't afford to miss a detail.

Built around real workflows: consolidation, analysis, and reporting in one connected system.

A feature set shaped by the realities of multi-exchange work

Each capability below exists to solve a specific, recurring problem: scattered data sources, inconsistent reporting formats, and the time cost of manual reconciliation.

Core capabilities

These are the foundational tools inside Deriv Pilot, available from day one.

Workspace view: a unified panel consolidating positions and income data across connected exchanges, with filters for timeframe, instrument type, and status.

Multi-exchange data consolidation

Pull position and income data from multiple exchange accounts into one consistent view, removing the need to switch between tabs or export formats.

AI-assisted pattern review

Surface patterns and anomalies across your historical data that would be slow or easy to miss when reviewing spreadsheets manually.

Custom reporting views

Build report layouts tailored to how you actually review data — by instrument, by time period, or by income category.

Decision-support summaries

Get structured summaries that highlight what changed and where, so review sessions focus on judgment rather than data-gathering.

Historical comparison tools

Compare current positions against prior periods to understand trend direction without rebuilding comparisons from scratch each time.

Access controls and audit trail

Keep a record of what was reviewed and when, supporting accountability in team or multi-stakeholder settings.

From raw data to a decision-ready view

The process is designed to be transparent at every step — you can see how data moves from source to summary.

Deriv Pilot data processing workflow illustrated on screen

Built for traceability, not black-box output

Deriv Pilot is designed so every summary or flagged item can be traced back to its source data. Nothing is presented without the underlying records being a click away.

The steps below outline the general flow from data intake through to the view you work from day to day.

STEP 01

Connect your sources

Link exchange accounts and data feeds so position and income information flows into a single workspace.

STEP 02

Data is normalized

Formats and fields are aligned across sources so comparisons and summaries are consistent regardless of origin.

STEP 03

Analysis is applied

Pattern checks and comparisons run against the normalized data to identify changes worth reviewing.

STEP 04

You review and decide

Summaries and underlying data are presented together, so the final judgment remains yours at every step.

Common scenarios Deriv Pilot is used for

The feature set adapts to a range of recurring review tasks rather than a single fixed workflow.

Reconciliation

End-of-period position checks

Consolidate data across accounts before a reporting deadline, reducing the manual cross-checking that normally eats into review time.

Fewer manual cross-checks
Income Tracking

Monitoring recurring income streams

Keep a consistent view of income activity across exchanges so shifts in pattern are visible without rebuilding a tracker each cycle.

Continuous visibility
Reporting

Preparing internal or client-facing summaries

Generate structured views of activity that are ready to present, built from the same consolidated data used for daily review.

Faster report prep
Review Workflow

Team-based data review

Use access controls and an audit trail to coordinate review responsibilities across more than one person without losing track of what's been checked.

Clear accountability

Feature details worth clarifying

Does Deriv Pilot make trading decisions automatically?

No. Deriv Pilot is a data analysis and decision-support tool. It organizes and summarizes information to support your review process — all decisions remain with you.

Can I see the underlying data behind a summary?

Yes. Every summary is designed to be traceable back to the source records it was built from, so you can verify details whenever needed.

Is the reporting format fixed?

No. Report views can be configured around the dimensions that matter to your workflow, such as time period, instrument type, or income category.

How many exchange accounts can be connected?

The platform is built to support multiple connected accounts within a single workspace. Specific limits depend on your plan — contact us for details relevant to your setup.

Is there an audit record of who reviewed what?

Yes, access and review activity is logged within the workspace to support accountability, particularly useful in team settings.

Ready to see these features in context?

Get in touch to walk through how Deriv Pilot fits into your current data review process.

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