Desktop app · Windows

Stop copy-pasting
trade breaks
into Outlook.

Drop in your exception spreadsheet. Pigeon classifies every break by severity, groups them by counterparty, and builds Outlook chase drafts with the right contacts already filled in. You review, you send, you go home.

Sound familiar?

47 breaks at 2:30pmWrong contact on the emailSame chase, different daySettle date is tomorrow
Unmatched Trades
47 loaded
47
Total
34
Unmatched
12
Aged
8
Critical
CounterpartySecurityQtySeverity
NomuraUS9128…1.5MHIGH
HSBC PrimeGB00BD…820KHIGH
BNP ParibasFR0014…340KMED
Goldman SachsUS0378…2.1MLOW
3 selectedacross 2 counterparties
Chase Selected →
Draft readynow

To: ops@nomura.com
Re: Failed Settlement — 2 trades

CSV / XLSX
The files you already export
3 severity tiers
Breaks ranked before you look at them
Outlook drafts
Drafted, not sent. You stay in control
< 1 min
Install to first chase. No IT ticket

Features

Every feature exists because someone was sick of doing it manually.

This isn't a CRM with a 'trade' label slapped on it. Pigeon was built by people who've sat in the chair, stared at the spreadsheet, and typed the same chase email for the third time that day.

Chase Emails That Write Themselves

Select the breaks. Pigeon groups them by counterparty, pulls the right contact, builds an HTML table, and drops it into an Outlook draft. You just hit send. No more copying trade IDs into email bodies at 3pm.

To:ops@nomura.com
Subject:Failed Settlement — 2 trades — urgent
TRADE IDSECURITYSETTLETR-84921US912828Z…08-AprTR-84922US912828Z…08-Apr

Severity Ranking. Instant.

Failed settlement? HIGH. Unmatched for three days with settle tomorrow? HIGH. Fresh break from this morning? LOW. Pigeon ranks every exception the moment you upload.

CRITICAL−$1.2M exposure
MODERATESettlement lag
LOWFresh, within SLA

One Counterparty Book. Every Alias.

UBS, UBS AG, UBS Securities — same firm, three names in your spreadsheet. Pigeon maps all of them to one entry with the right ops email. No more chasing the wrong desk because your file said "UBS AG" instead of "UBS".

UBSUBS AGUBS Securities LLC
ops-settlements@ubs.com
GSGoldmanGoldman Sachs Intl
middle-ops@gs.com
JPMJP MorganJPMC Securities
trade-breaks@jpmorgan.com

What's New, What's Still Broken

Upload again at 2pm. Pigeon shows you exactly what changed: new, carried forward, resolved. One click filters to just the new ones. You're not re-reading yesterday's problems.

Drop Files. Walk Away.

Point Pigeon at a shared folder. When a new exception file lands — from your OMS, recon system, whoever — it gets ingested automatically. No "did someone upload the 2pm file?"

Templates, Notes, Shared History

Build chase templates once. Add notes to any trade. Share history across your team via a network folder. When someone asks "did we chase Nomura?" — the answer is right there.

How it works

Spreadsheet in. Chase emails out.

No cloud signup. No API keys. No waiting on IT. Install it, drop your file, and start chasing.

01

Drop your exception file

The same CSV or XLSX you already export. Drag it in. Pigeon maps the columns automatically — even if every system calls them something different.

02

See what actually matters

Every break is ranked by severity. Failed settlements and near-settle dates float to the top. Filter by counterparty. See what's new since the last upload.

03

Chase in one click

Pigeon groups your selection by counterparty, builds a formatted email with the trade details, and opens it as an Outlook draft. Right contact. Right signature. Just hit send.

Product preview

This is what 3pm looks like when you're not firefighting.

Every break ranked. Every counterparty grouped. Chase history right there. No Ctrl+F through your sent folder.

Pigeon — Unmatched Trades
● 47 records loaded
? Help
Upload File
Unmatched Trades
Counterparties
Custom
Templates
Securities Lending
47
Total Records
34
Unmatched
12
Aged >1 Day
8
Critical
5New Breaks
26Carried Forward
3Resolved
All severities
All statuses
All counterparties
Trade ID / Security...
Columns
History
Export CSV
Refresh
3 selectedacross2 counterparties
Default Follow Up
Chase Selected
CounterpartySecurityQuantityStatusSeveritySettle DateDelta
Nomura SecuritiesUS912828Z...1,500,000UNMATCHEDHIGH09-Apr-2026NEW
HSBC PrimeGB00BDR56..820,000FAILEDHIGH08-Apr-2026CARRIED
BNP ParibasFR001400C..340,000UNMATCHEDMEDIUM10-Apr-2026CARRIED
Goldman SachsUS037833A..2,100,000ALLEGEDLOW11-Apr-2026NEW
Morgan StanleyXS2530910..450,000UNMATCHEDLOW14-Apr-2026CARRIED

Works with whatever your systems spit out

OMS exception dumps
Recon break reports
Prime broker fails
Custody mismatches
DTCC / Omgeo outputs
Internal trade blotters
Literally any CSV or XLSX
OMS exception dumps
Recon break reports
Prime broker fails
Custody mismatches
DTCC / Omgeo outputs
Internal trade blotters
Literally any CSV or XLSX

Why Pigeon

Not another system to learn. A tool that fits your desk.

Your data stays on your machine

No cloud. No vendor login. No trade data leaving your network. Pigeon runs on your Windows desktop, full stop. Compliance won't even know it's there.

Running in under a minute

Install. Open. Drop a file. That's it. No IT project. No integration timeline. No six-week onboarding with a consultant named David.

Drafts, not sends

Every email opens as an Outlook draft. Nothing goes out without your eyes on it. Your signature is preserved. Your judgement calls stay yours.

Tomorrow's 2:30pm doesn't have to feel like today's.

We'll set it up with your team. Bring your messiest spreadsheet — we'll show you what Pigeon does with it.

Book a 15-Min Walkthroughhello@pigeon.vision

No sales pitch. No account needed. Just a screen share.