# Trading Desk Morning Workspace

<Card title="Timeframe" subtitle="Select the period for the dashboard views">
<ToggleGroup label="Timeframe" options="1D | 1W | 1M | 3M | 1Y" name="timeframe" value="1D" />
</Card>

<Columns>
<Card title="Portfolio Overview">
<Stat label="Portfolio Value" value="$12,847,320" change="+1.2%" tone="success" icon="chart-line" />
<Stat label="P&L Today" value="+$152,480" change="+1.2%" tone="success" icon="trend-up" />
<Stat label="Margin in Use" value="$3,214,500" change="25.0%" tone="warning" icon="percent" />
<Stat label="Value at Risk (95%, 1D)" value="$412,300" change="2.3%" tone="info" icon="shield-warning" />
</Card>

<Card title="Risk Limits">
<Progress value="92" max="100" label="Concentration Limit (Sector)" tone="warning" />
<Progress value="78" max="100" label="Leverage Limit" tone="info" />
<Progress value="45" max="100" label="VaR Limit" tone="success" />
<Callout tone="warning" title="Close to breach">Energy sector exposure at 92% of limit. Consider rebalancing.</Callout>
</Card>
</Columns>

<Card title="Positions">
| Ticker | Size | Entry | Current | P&L |
|---|---|---|---|---|
| AAPL | 12,000 | $182.50 | $189.30 | +$81,600 |
| MSFT | 8,500 | $410.20 | $425.10 | +$126,650 |
| NVDA | 5,000 | $880.00 | $915.40 | +$177,000 |
| XOM | 15,000 | $112.30 | $108.20 | -$61,500 |
| JPM | 10,000 | $198.40 | $201.75 | +$33,500 |
| TSLA | 3,200 | $245.60 | $238.90 | -$21,440 |
| AMZN | 6,000 | $178.20 | $185.40 | +$43,200 |
| GOOGL | 7,500 | $142.80 | $148.60 | +$43,500 |

<Button variant="secondary" ask="Show full position detail for AAPL">Detail</Button>
<Button variant="secondary" ask="Show all positions with unrealized P&L">All positions</Button>
</Card>

<Columns>
<Card title="Exposure by Sector">
<Chart type="pie" title="Sector Allocation">
| Sector | Exposure |
|---|---|
| Technology | 42 |
| Energy | 18 |
| Financials | 15 |
| Consumer | 12 |
| Healthcare | 8 |
| Other | 5 |
</Chart>
</Card>

<Card title="Strategy Returns (YTD)">
<Chart type="bar" title="Returns by Strategy">
| Strategy | Return % |
|---|---|
| Momentum | 18.4 |
| Mean Reversion | 12.1 |
| Event Driven | 9.8 |
| Arbitrage | 6.2 |
| Macro | -2.4 |
</Chart>
</Card>
</Columns>

<Card title="Drawdown — Past Year">
<Chart type="area" title="Portfolio Drawdown (%)">
| Month | Drawdown |
|---|---|
| Jan | -2.1 |
| Feb | -4.3 |
| Mar | -1.8 |
| Apr | -3.2 |
| May | -5.6 |
| Jun | -2.9 |
| Jul | -1.4 |
| Aug | -3.8 |
| Sep | -6.2 |
| Oct | -4.1 |
| Nov | -2.3 |
| Dec | -1.1 |
</Chart>
<Callout tone="info" title="Max drawdown">Peak-to-trough: -6.2% in September. Current drawdown: -1.1%.</Callout>
</Card>

<Columns>
<Card title="Biggest Gainers Today">
| Ticker | Price | Change |
|---|---|---|
| NVDA | $915.40 | +3.2% |
| MSFT | $425.10 | +2.1% |
| GOOGL | $148.60 | +1.8% |
| JPM | $201.75 | +1.4% |

<Button variant="secondary" ask="Explain why NVDA is up today">Why up?</Button>
</Card>

<Card title="Biggest Losers Today">
| Ticker | Price | Change |
|---|---|---|
| XOM | $108.20 | -2.4% |
| TSLA | $238.90 | -1.8% |
| AMZN | $185.40 | -0.6% |

<Button variant="secondary" ask="Explain why XOM is down today">Why down?</Button>
</Card>
</Columns>

<Card title="Watchlist">
| Ticker | Price | Change |
|---|---|---|
| AMD | $164.20 | +1.1% |
| META | $502.80 | +0.8% |
| NFLX | $612.40 | -0.3% |
| CRM | $292.10 | +0.5% |
| ORCL | $128.70 | -0.9% |
| INTC | $31.20 | +2.2% |

<Button variant="secondary" ask="Add AMD to my watchlist">Add to watchlist</Button>
<Button variant="secondary" ask="Set a price alert for AMD">Set alert</Button>
</Card>

<Card title="Working Orders">
| Order ID | Ticker | Side | Qty | Type | Limit | Status |
|---|---|---|---|---|---|---|
| O-1042 | AAPL | Buy | 2,000 | Limit | $185.00 | Working |
| O-1043 | MSFT | Sell | 1,500 | Limit | $430.00 | Working |
| O-1044 | XOM | Buy | 5,000 | Stop | $110.50 | Working |
| O-1045 | NVDA | Sell | 1,000 | Market | — | Partially filled |

<Button variant="secondary" ask="Cancel order O-1042">Cancel order</Button>
<Button variant="secondary" ask="Modify order O-1043">Modify</Button>
</Card>

<Card title="Market Headlines">
| Time | Headline | Sentiment |
|---|---|---|
| 08:12 | Fed signals rate hold into Q3 | <Badge tone="success">Positive</Badge> |
| 07:48 | Oil drops 3% on OPEC+ supply increase | <Badge tone="danger">Negative</Badge> |
| 07:30 | Nvidia announces new AI chip partnership | <Badge tone="success">Positive</Badge> |
| 06:55 | EU inflation cools to 2.1% | <Badge tone="success">Positive</Badge> |
| 06:20 | Tesla delivery miss sparks downgrade | <Badge tone="danger">Negative</Badge> |
| 05:45 | JPMorgan beats earnings estimates | <Badge tone="success">Positive</Badge> |

<Button variant="secondary" ask="Summarize today's market headlines">Summarize</Button>
</Card>

<Card title="Economic Releases This Week">
| Date | Release | Forecast | Prior | Impact |
|---|---|---|---|---|
| Tue 09:00 | CPI YoY | 3.1% | 3.2% | <Badge tone="danger">High</Badge> |
| Wed 14:00 | FOMC Rate Decision | 5.25% | 5.25% | <Badge tone="danger">High</Badge> |
| Thu 08:30 | Jobless Claims | 212K | 218K | <Badge tone="warning">Medium</Badge> |
| Fri 10:00 | Consumer Sentiment | 68.2 | 67.4 | <Badge tone="info">Low</Badge> |

<Button variant="secondary" ask="Show calendar for this week">View calendar</Button>
</Card>

<Card title="Rebalance Portfolio">
<Callout tone="warning" title="Suggested action">Energy exposure is 18% vs. 12% target. Trim $770K to rebalance.</Callout>
<Form name="rebalance">
<Select label="Rebalance type" options="Trim overweight sectors | Add to underweight sectors | Full rebalance to target weights" name="rebalance-type" />
<Button>Preview rebalance</Button>
<Button variant="secondary" ask="Explain the rebalance suggestion in detail">Explain</Button>
</Form>
</Card>

<Card title="Place Order">
<Form name="order">
<Input label="Ticker" placeholder="e.g. AAPL" name="ticker" />
<Radio label="Side" options="Buy | Sell" name="side" value="Buy" />
<Stepper label="Quantity" min="1" max="100000" step="100" value="100" name="quantity" unit="shares" />
<Select label="Order type" options="Market | Limit | Stop | Stop-limit" name="order-type" />
<Input label="Limit price" type="number" placeholder="0.00" name="limit" hint="Required for limit and stop-limit orders" />
<Button>Submit order</Button>
<Button variant="secondary" ask="Show me order ticket presets">Presets</Button>
</Form>
</Card>

<FollowUps>
- What's my total exposure to technology right now?
- Show me the risk report for the energy sector
- Which strategies are underperforming this quarter?
- What's the projected P&L if the Fed cuts rates?
- Rebalance my portfolio to target weights
</FollowUps>