Automated Short Position reporting software for global Short Selling rules
Automate short position reporting with daily monitoring, configurable rules and structured workflows to meet global short selling rules and disclosure deadlines confidently.
AQMetrics helps investment managers comply with global short selling rules through automated threshold monitoring, alert-driven workflows and short position reporting. Daily holdings data, configurable regulatory rules and regulator-ready outputs replace manual spreadsheets, giving compliance teams real-time visibility, faster decisions, and audit-ready control over every short disclosure.
Core capabilities of our Short Position reporting software
Daily data ingestion and validation
Automatically ingest portfolio holdings and security master data each day and validate completeness and accuracy before calculations begin
Outcome: reliable inputs and fewer reporting errors.
Configurable short selling rules engine
Pre-set and customisable rules apply jurisdiction-specific short selling rules, thresholds, and calculations to your data automatically.
Outcome: consistent, regulator-aligned short position reporting without manual interpretation.
Alerts and threshold monitoring
Instant alerts when short exposures approach or breach reporting thresholds, with clear context on issuer, rule and required action.
Outcome: no missed disclosures or last-minute surprises.
Structured workflow and audit trail
Manage investigations, approvals, comments and evidence within a controlled workflow with full logging of every action.
Outcome: faster resolution and audit-ready governance.
How it works
Ingest and consolidate
Import daily holdings from administrators or order management systems and enrich with reference market data from providers. Validate security master completeness automatically.
Apply rules and generate alerts
Apply built-in and configurable short selling rules by jurisdiction, filtering assets, mapping identifiers and calculating thresholds. Alerts are generated automatically when reporting obligations arise.
Review, approve and report
Investigate alerts, assign tasks, upload evidence and manage approvals through workflows. Produce regulator-ready short position reporting and maintain a complete audit trail.
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What our clients have to say
“We have been impressed with AQMetrics’ focus and commitment to regulatory reporting and are excited to partner with their team to enhance our services.”
Tyler Kim
Global Head of Fund Services
Maples Group
WHY AQMETRICS?
Why firms partner with AQMetrics for Short Position monitoring and reporting
Short selling rules require frequent calculations, jurisdiction-specific logic and fast reaction times. Manual monitoring creates risk and operational strain.
AQMetrics provides a structured, automated process that helps firms:
- monitor short exposures daily
- apply consistent regulatory rules automatically
- receive clear, actionable alerts
- manage investigations and approvals centrally
- complete short position reporting with confidence
Key benefits of our our Short position reporting software
- Reduced regulatory risk: automated threshold detection helps prevent missed short selling rule breaches and late filings.
- Lower operational effort: eliminate spreadsheet reconciliations and manual exposure calculations.
- Faster investigations: structured alerts and workflows streamline review and assignment.
- Improved accuracy: validated data and rules-based logic reduce calculation errors.
- Full auditability: every alert, decision, and action is logged for regulator and internal review.
Our Short position monitoring and reporting software is ideal for
- Asset managers and investment advisers
- Hedge funds and long/short strategies
- Multi-entity and multi-jurisdiction managers
- Trading and operations teams
- Compliance and risk teams responsible for short selling rules and short position reporting
FREQUENTLY ASKED QUESTIONS
AQMetrics automates short position reporting by monitoring holdings daily, applying configurable rules, and generating regulator-ready reports. It replaces manual spreadsheets, providing real-time visibility, faster decision-making, and audit-ready documentation to help compliance with global short selling rules.
AQMetrics applies built-in and customisable short selling rules specific to each jurisdiction, including thresholds and calculations. It automatically filters assets, maps identifiers, and generates alerts when reporting obligations arise, ensuring consistent and regulator-aligned reporting without manual interpretation.
Yes, AQMetrics helps manage investigations, approvals, comments and evidence within a controlled workflow, logging every action. This helps speed up resolutions and maintains a comprehensive audit trail, supporting audit readiness and governance.
Short selling involves selling borrowed securities expecting their price to decline. Reporting short positions is essential for regulators to monitor market stability, ensure transparency, and prevent market abuse, especially when thresholds are breached.
Different jurisdictions have varying thresholds, reporting frequencies, and specific calculations for short positions. Automated tools like AQMetrics help firms comply by applying jurisdiction-specific rules automatically, reducing manual errors and operational risks.
Manual monitoring is time-consuming, prone to errors, and can cause missed disclosures or last-minute surprises. It also increases operational strain and risks non-compliance, which automated solutions aim to mitigate by providing real-time alerts and structured workflows.
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Authorised and Regulated by ESMA and the FCA, and ISO 27001 Certified
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