CFI and DXtrade add tools to analyse client trading behaviour

A trader reviews a laptop screen beside a handwritten journal, illustrating the trading histories and personal notes used by behavioural-analysis tools.
Photo by George Morina on Pexels

CFI has linked its TradeWise behaviour scoring with Kaiana, while DXtrade now lets brokers add Notofin's behavioural-analysis service to their client offering. Both products use clients' trading histories to look beyond profit and loss, but take different routes to gathering and presenting that information.

CFI links scoring to chat

TradeWise looks for repeated patterns in a client's earlier activity and turns them into a Trading Behaviour Score. Kaiana gives clients a conversational way to ask what contributed to the score or how their habits have shifted over time.

Someone who sees a change after several trades, for instance, can ask Kaiana what its analysis found in recent activity. CFI says the feature is intended to make previous decisions easier to review.

Ziad Melhem, CEO of CFI Financial Group, had previously discussed TradeWise as part of the broker's AI ecosystem in an August interview with Finance Middle East. The latest announcement explains its connection to Kaiana and says the feature is rolling out in the current version of CFI's iOS and Android app. Availability varies by market.

DXtrade lets brokers add context

DXtrade's integration gives brokers a choice: firms licensing the platform can decide whether to include Notofin, an external performance intelligence platform, in their client offering. Notofin imports trading activity automatically, then can combine it with information traders provide, including journal entries, screenshots, execution context and emotional notes tied to particular decisions.

Notofin's analysis is designed to flag recurring strengths, errors and instances where activity departs from a trading plan. Traders can also assess their consistency in areas such as timing, risk discipline and following a strategy. Kaloyan Ivanov, Co-CEO of Notofin, said its work with Devexperts adds a behavioural layer to DXtrade. The expanded product details were first reported by Finance Magnates.

What an operations team should check

Neither announcement supplies evidence that this kind of feedback improves trading results. CFI has not disclosed how it calculates the Trading Behaviour Score, so an operator should ask what activity feeds it, how the score is produced and what information is shown to clients. The app rollout is subject to market availability, which also needs checking before support teams treat the feature as universally accessible.

For Notofin, the quality of some conclusions depends on traders recording their emotions and decision-making context consistently and accurately. Brokers should establish what traders are expected to enter, how those inputs are presented alongside imported trading activity, and what controls apply to the resulting client-facing analysis. They should also verify which information the integration passes between systems and how clients can understand the basis of an observation.