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Shadow settlement: knowing your P&L before the ISO tells you

June 10, 2026

There’s a stretch between the trade and the settlement statement where a desk is effectively flying on estimates. When the market operator’s charges and credits finally land, they either confirm what you thought or surprise you — and by then the decisions that caused the surprise are long made. Shadow settlement closes that gap by reconstructing the settlement yourself, at the transaction level, as you go.

Attribution at the transaction, not the statement

The value is in resolving profitability down to where it’s actually made:

  • transaction-level attribution of market charges and credits
  • allocated across long-term, day-ahead, and real-time trades — so you can see which horizon earned or cost you
  • reconciling trade positions against market charges and credits automatically
  • surfacing missed natural arbitrages and profitability by net-seller vs. net-buyer intervals

Why “shadow” beats “wait”

Running your own settlement in parallel means profitability attribution is a number you compute continuously, not one you receive weeks later. It turns settlement from an accounting formality into a feedback loop the desk can actually trade on — and it pairs naturally with a live position-and-P&L view.

Waiting for the operator’s statement to learn your true P&L is settling blind on decisions you already made. Reconstruct the settlement yourself — transaction-level charges and credits, across long-term, day-ahead, and real-time trades — and profitability attribution becomes something you compute continuously rather than receive weeks late. That turns settlement from an accounting formality into a feedback loop the desk can actually trade on.

See it in action

The interactive demo behind this piece.

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Cross-Commodity P&L Attribution

Slice, dice, and drill-through P&L attribution across natural gas, crude, and electricity — synthetic data.

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