Monitor real-time trades and track settlements in an AI-powered portal built with AI to fit your energy trading team's workflow.




Customize a trading portal with the exact views and data tabs your team needs. Add blocks for contract tracking and iterate as markets evolve.






Connect settlement spreadsheets, trading systems, and market data with real-time sync—or manage everything in Softr Databases. Create one source of truth for your business.
Give each trader and client the right views and access in a branded portal. Set up secure logins, user groups, and granular permissions in minutes.
Trading apps are mobile-ready by default. Access market positions or approve trades on the go via a downloadable PWA—no extra design needed.
Trading apps are mobile-ready by default. Access market positions or approve trades on the go via a downloadable PWA—no extra design needed.
Build native automations with Softr Workflows to handle trade notifications, status updates, and settlement alerts automatically whenever records change.
Provide separate logins for internal traders and external clients, ensuring each group only sees the specific contracts and dashboards they need.
Apply rules for traders and managers. Customize who sees specific trade volumes and which settlement actions they can take at a granular level.
Protect energy market information and trade secrets from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.

Build your trading portal in minutes with AI—no manual configuration or lengthy dev cycles needed.

Add trade notifications, discrepancy analysis, or custom dashboards as your trading volume grows.

Start with a portal, then add team dashboards and internal reporting—all in one place, with no extra tools.
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.




Energy trading customer portal software is a secure, digital space where your trading counterparties can log in to access critical market data, trade confirmations, settlement reports, and supply timelines. It centralizes all trade-related communication in one platform, eliminating the need for fragmented email chains or complex spreadsheets. This ensures that energy traders and their clients stay aligned with real-time data while providing a more professional and transparent experience for all stakeholders involved in the energy market.
Softr is the first AI-native platform for building business software, making it the ideal choice for creating energy trading customer portal software that reflects your specific market operations. You can describe your requirements to the AI Co-Builder to instantly generate your trade database, client-facing pages, and logic—all fully connected and secure from the start.
You don't need any coding expertise. Whether you generate with AI, use a specialized template, or build from scratch, your portal runs on Softr Databases—a native, relational database—or connects to external data sources like Airtable, Google Sheets, or SQL databases. You maintain total control over the layout, can implement strict data permissions for sensitive trade info, and brand the portal to your firm’s identity. It is fast to deploy, easy to update as regulations change, and scales as your trading volume grows.
You can incorporate a vast range of features tailored to energy market workflows, combining standard interface blocks with advanced AI-powered tools:
- AI-Powered Intelligence – Use Ask AI to allow clients to query their historical energy usage or trade volumes conversationally, or deploy Database AI Agents to automate market risk assessments and data enrichment.
- Vibe Coding Blocks – Create custom UI components, such as a real-time energy price ticker or a custom nomination interface, by describing exactly what you need to the AI Code block.
- Softr Workflows – Set up native automations, like automated trade confirmation alerts or margin call notifications, that trigger when market thresholds are met or data is updated.
- Secure Trade Logins – Manage individual access so each counterparty only sees their specific contracts, ISO zone data, or settlement statements.
- Forms & Data Collection – Capture trade requests, nominations, or compliance documents with custom forms and secure file uploads.
- Market Dashboards – Visualize trading performance, portfolio exposure, and price trends with real-time charts and analytic summaries.
- Trade Lists & Filtering – High-performance tables and Kanban boards allow clients to search and filter through hundreds of past transactions and active positions.
Everything is built using Softr’s intuitive drag-and-drop system, and the Vibe Coding block lets you extend functionality whenever your trading floor needs something unique.
Vibe coding allows you to build sophisticated energy trading customer portal software at the speed of thought. You simply describe your requirements—such as 'I need a portal for solar asset owners to track PPA settlements and view real-time production'—to the AI Co-Builder. Softr then generates a production-ready application built on a reliable, secure foundation.
While other tools might give you raw snippets of code that are hard to secure, Softr manages the 'boring 80%'—including encryption, complex permissions for financial data, and user authentication—natively. This provides the agility of vibe coding without the operational risk of managing unproven code. You provide the vision, Softr builds the infrastructure, and your clients gain instant access to their trading accounts.
Yes. You can support a diverse range of counterparties, brokers, or internal trading desks within a single portal. Each user is restricted to seeing only the trade documents, pricing tiers, and portfolio metrics assigned to them based on their login credentials and specific organizational role. This is critical for energy firms dealing with multiple wholesale clients and regulatory bodies simultaneously.
Yes, you can. You are not required to have an existing database to start building your portal. If you are launching a new desk, you can utilize Softr Databases, which is integrated directly into the platform to manage your contracts, assets, and trade records natively.
However, if your trade data is currently housed in Airtable, Google Sheets, HubSpot, or SQL databases, you can connect those sources effortlessly. You can also utilize the REST API connector to ingest data from external price feeds or grid operators. You have absolute control over how your energy data is structured and presented to your clients.
Softr Databases is the recommended native data source, offering the high performance and instant triggers required for the fast-moving energy market. Because the data is native to the platform, it ensures a lightning-fast experience for clients checking spot prices or balance sheets.
Softr also integrates with 17+ external sources. You can link to Airtable, BigQuery, or SQL to pull in massive datasets of historical energy pricing. You can even combine sources—for example, pulling contract details from HubSpot while displaying live settlement data from a Softr Database. Most integrations support real-time, two-way sync, ensuring your portal and back-office systems stay perfectly aligned.
Yes, Softr provides granular control over the counterparty experience. You can customize the layout and navigation to match your trading firm’s branding and specific operational workflow. Because every page or block can be visibility-controlled, a large offshore wind developer will see a completely different interface than a small municipal utility buyer.
You can establish sophisticated roles—such as Compliance Officer, Junior Trader, or Client Admin—defining exactly what data each person can view or modify. For example, a client can view their own P&L, while your internal audit team can oversee all active trade logs. Filtering data based on the logged-in user ensures every stakeholder has a clean, secure, and highly relevant view of their energy assets.
Yes, you can fully white-label your energy trading customer portal software in Softr. Use your own logo, corporate color palette, and bespoke fonts to ensure the portal feels like a proprietary piece of software. By using a custom domain and removing all Softr branding, you provide a seamless, high-trust experience that reinforces your firm's professional identity in the energy market.
Absolutely. Softr offers total flexibility to design a layout that suits the high-density information needs of energy trading. You can organize page structures, adjust margins, and determine exactly how traders interact with their data using specific interface modules:
- Table blocks – to display detailed trade logs, settlement history, or REC inventories.
- Card blocks – to highlight project assets like wind farms or power plants.
- Detail View – to provide a deep dive into specific contract terms or invoice details.
- Forms – for submitting energy nominations or credit applications.
- Charts – to visualize price volatility, load profiles, or carbon offset progress.
- Calendar blocks – to track contract expiration dates or scheduled maintenance.
If market requirements shift or you launch a new energy product, you can easily tweak the design in the visual builder without having to restart the project.
Softr is engineered with enterprise-grade security for the energy industry. All data is encrypted in transit using TLS and at rest, hosted on reliable, audited infrastructure. You retain full control via role-based permissions, allowing you to hide sensitive pricing or proprietary trading strategies from unauthorized eyes.
For portals using Softr Databases, data is stored in a secure environment in Germany with SOC 2 Type II compliance. For portals connected to external SQL or Airtable databases, Softr acts as a secure presentation layer and does not permanently store the data—it merely fetches it in real-time based on your permission settings. This ensures you meet high compliance standards for financial and energy market data security.
The AI-generated portal is fully production-ready. Unlike many AI code generators that produce brittle scripts, Softr builds your energy portal on a stable, battle-tested framework.
We manage the critical infrastructure—like secure bank-level authentication and granular permissions architecture—natively. This eliminates the 'Day Two' risk of AI coding; you get the benefit of instant deployment with the reliability of a platform designed for business-critical software. Your energy trading portal is secure, scalable, and ready for high-stakes market transactions from day one.
Softr is the first AI-native platform designed specifically for building complex business software. Unlike traditional 'vibe coding' tools that may produce unmaintainable code or older no-code tools that are too rigid, Softr’s AI Co-Builder generates specialized energy applications on a secure foundation.
Our 'hybrid advantage' allows you to use AI to generate the core trading logic and database in seconds, then use our visual editor for precision design. You get the agility of an AI tool combined with the security of an enterprise-grade platform that includes user roles, robust hosting, and SOC 2 compliance. It is the fastest path for energy firms to go from a digital concept to a professional client-facing portal.
Yes. Softr supports native workflows and deep integrations, allowing your energy trading portal to function as the hub of your operations. You can automate tasks using Softr Workflows, or connect to external tools like Stripe for billing and Intercom for client support. Softr also supports REST APIs and webhooks for more complex requirements like connecting to live ETRM (Energy Trading and Risk Management) systems.
Whether you need to trigger a notification when a trade is matched or sync client data with your CRM, you can build these automated sequences directly into your portal without writing code.
Describe your trading workflow. Softr's AI builds your custom customer portal app in minutes.