Pemex - multi-exchange financial data and liquidity dashboard

Predictive intelligence for treasury

Smart Capital: Idle Liquidity Turned into Data-Backed Decisions

Pemex centralizes cash available across multiple exchanges and operating accounts in a single dashboard, and applies predictive models to pinpoint where that capital could be put to work with calculated risk.

Optimize my liquidity
Pemex - fragmented liquidity analysis visualization

The silent cost of idle capital

A significant portion of small business cash remains dispersed across multiple accounts and exchanges, generating no returns as it awaits its next operational use. This is known as liquidity fragmentation: Capital exists, but no one has a consolidated view of how much there is or where it performs best.

Manual analysis of these positions becomes impractical when markets move in a matter of minutes. Reviewing spreadsheets or logging into each platform separately introduces delays that, cumulatively, represent a measurable opportunity cost.

Pemex does not eliminate the need for human judgment; It reduces the time between observing a piece of information and making a decision about that idle capital.

Predictive modeling and a single dashboard for all your liquidity

The platform combines continuous data ingestion with statistical models that prioritize capital movements according to horizon, required liquidity and risk tolerance defined by the user.

01

Predictive modeling

The models process historical rates and flows to estimate short-term scenarios. The result is a decision support reference, not a promise of fixed performance.

02

Unified Dashboard

All connected accounts and exchanges are displayed in a single view, with balances, exposure and variations updated in real time, without switching between platforms.

03

Risk mitigation

Each recommendation includes the associated exposure level, allowing you to compare alternatives before moving capital and establish explicit limits per operation.

How data is processed, step by step

Transparency about the process is part of risk control: understanding how a recommendation is reached allows you to evaluate it with your own criteria before acting.

01

Data ingestion

Authorized accounts and exchanges are connected through read-only integrations, consolidating balances and movements in a centralized database.

02

Stochastic optimization

The algorithms evaluate capital allocation combinations under different market scenarios, weighing expected performance against historical volatility.

03

Actionable recommendations

The system presents specific options—amount, term, and estimated risk level—so that the user can decide what to execute and when.

Two ways it is applied in practice

SME Treasury

Management of operating surplus

A business with seasonal cash flow keeps cash available to cover payroll and suppliers. Pemex identifies the surplus that will not be needed in the coming days and suggests short-term placements aligned with that payment schedule.

Less exposureto decisions made without updated data
Greater efficiencyin the use of available cash

Active investor

Risk-adjusted diversification

An investor with positions in several exchanges needs to compare consolidated exposure before rebalancing. The unified panel shows concentration by platform and suggests adjustments that seek to reduce portfolio volatility without abandoning the defined risk profile.

Volatility reductionin the added exhibition
Increase in operational efficiencyby avoiding scattered manual reviews

Take control of your data strategy

Integration with exchanges and bank accounts is done through read-only connections, without migrating existing processes. A technical demonstration allows you to review how the model would behave with data representative of its operation.