# Trading Desk Morning Workspace

<Card title="Portfolio Overview">
<Columns>
<Stat label="Portfolio Value" value="$12.4M" change="+2.3%" tone="success" icon="chart-line" />
<Stat label="P&L Today" value="+$187,420" change="+1.5%" tone="success" icon="trend-up" />
<Stat label="Margin in Use" value="$3.1M" change="25%" note="of $4.2M limit" tone="info" icon="scales" />
<Stat label="Value at Risk (95% 1d)" value="$248K" tone="warning" icon="warning-circle" />
</Columns>
</Card>

<Card title="Positions">
<Chart type="bar" x="Ticker" y="Size | Entry Price | Current Price">
| Ticker | Size | Entry Price | Current Price |
|---|---|---|---|
| AAPL | 15,000 | 178.40 | 189.60 |
| MSFT | 8,500 | 332.10 | 341.80 |
| GOOGL | 12,000 | 141.20 | 148.50 |
| AMZN | 6,200 | 178.90 | 185.30 |
| TSLA | 4,000 | 245.60 | 238.20 |
| NVDA | 9,800 | 475.30 | 492.10 |
| JPM | 7,500 | 158.40 | 162.70 |
| V | 5,300 | 264.20 | 271.40 |
</Chart>
</Card>

<Card title="Exposure by Sector">
<Chart type="pie" x="Sector" y="Allocation %">
| Sector | Allocation % |
|---|---|
| Technology | 42 |
| Financial | 18 |
| Consumer | 14 |
| Healthcare | 12 |
| Energy | 8 |
| Other | 6 |
</Chart>
</Card>

<Card title="Today's Movers">
<Columns>
<Card subtitle="Biggest Gainers">
<Chart type="bar" x="Ticker" y="Change %">
| Ticker | Change % |
|---|---|
| NVDA | +3.5 |
| MSFT | +2.9 |
| GOOGL | +2.1 |
| AAPL | +1.8 |
| V | +1.4 |
</Chart>
</Card>
<Card subtitle="Biggest Losers">
<Chart type="bar" x="Ticker" y="Change %">
| Ticker | Change % |
|---|---|
| TSLA | -3.0 |
| AMZN | -1.2 |
| JPM | -0.8 |
</Chart>
</Card>
</Columns>
</Card>

<Card title="Watchlist">
<Chart type="line" x="Time" y="AAPL | MSFT | GOOGL | AMZN | TSLA | NVDA | JPM | V">
| Time | AAPL | MSFT | GOOGL | AMZN | TSLA | NVDA | JPM | V |
|---|---|---|---|---|---|---|---|---|---|
| 09:30 | 188.20 | 339.50 | 147.80 | 184.10 | 240.30 | 488.70 | 161.90 | 270.10 |
| 10:00 | 189.10 | 340.80 | 148.20 | 184.90 | 239.10 | 490.20 | 162.30 | 270.80 |
| 10:30 | 189.60 | 341.80 | 148.50 | 185.30 | 238.20 | 492.10 | 162.70 | 271.40 |
| 11:00 | 189.40 | 341.20 | 148.30 | 185.10 | 238.80 | 491.50 | 162.50 | 271.10 |
| 11:30 | 189.80 | 342.00 | 148.70 | 185.50 | 237.90 | 492.40 | 162.80 | 271.60 |
</Chart>
</Card>

<Card title="Working Orders">
| Order ID | Ticker | Side | Quantity | Type | Limit | Status |
|---|---|---|---|---|---|---|
| 1042 | AAPL | Buy | 2,000 | Limit | 188.00 | Working |
| 1043 | TSLA | Sell | 1,500 | Market | — | Working |
| 1044 | NVDA | Buy | 1,000 | Stop | 485.00 | Pending |
</Card>

<Card title="Market Headlines">
<Details title="Fed signals rate hold amid inflation concerns" open=false>
<Badge tone="warning">Negative</Badge>
<Callout tone="warning">Fed Chair Powell indicated rates will remain higher for longer, pressuring growth stocks.</Callout>
</Details>
<Details title="NVDA announces new AI chip partnership" open=false>
<Badge tone="success">Positive</Badge>
<Callout tone="success">NVIDIA's new partnership with OpenAI drives pre-market rally of 3.5%.</Callout>
</Details>
<Details title="Apple Q2 earnings beat estimates" open=false>
<Badge tone="success">Positive</Badge>
<Callout tone="success">Apple reported stronger-than-expected iPhone sales and services revenue.</Callout>
</Details>
<Details title="Oil prices surge on supply concerns" open=false>
<Badge tone="warning">Negative</Badge>
<Callout tone="warning">Crude oil rose 4% after OPEC+ announced production cuts, impacting energy sector.</Callout>
</Details>
</Card>

<Card title="Economic Releases This Week">
| Date | Time | Event | Previous | Consensus | Impact |
|---|---|---|---|---|---|
| Mon | 08:30 | CPI MoM | 0.3% | 0.2% | High |
| Tue | 10:00 | Retail Sales | +0.7% | +0.5% | High |
| Wed | 14:00 | FOMC Minutes | — | — | High |
| Thu | 08:30 | Jobless Claims | 218K | 220K | Medium |
| Fri | 10:00 | Consumer Sentiment | 79.4 | 80.2 | Medium |
</Card>

<Card title="Strategy Performance YTD">
<Chart type="bar" x="Strategy" y="Return %">
| Strategy | Return % |
|---|---|
| Momentum | +18.5 |
| Value | +12.3 |
| Growth | +15.8 |
| Arbitrage | +9.2 |
| Macro | +6.7 |
| Quant | +21.4 |
</Chart>
</Card>

<Card title="Drawdown Over Past Year">
<Chart type="line" x="Month" y="Drawdown %">
| Month | Drawdown % |
|---|---|
| Jan | -2.1 |
| Feb | -3.5 |
| Mar | -1.8 |
| Apr | -4.2 |
| May | -2.9 |
| Jun | -1.5 |
| Jul | -0.8 |
| Aug | -3.1 |
| Sep | -5.2 |
| Oct | -4.8 |
| Nov | -2.3 |
| Dec | -1.1 |
</Chart>
</Card>

<Card title="Risk Limits Near Breach">
<Callout tone="danger" title="TSLA Position Limit">Current position: $952K | Limit: $1M | 95.2% utilized</Callout>
<Callout tone="warning" title="Sector Concentration">Technology: 42% | Limit: 40% | 105% of limit</Callout>
<Callout tone="warning" title="Leverage Ratio">Current: 2.8x | Limit: 3.0x | 93.3% utilized</Callout>
<Button variant="primary" ask="Show me all risk limits">View All Risk Limits</Button>
</Card>

<Card title="Actions">
<Columns>
<Card subtitle="Rebalance Portfolio">
<Form name="rebalance">
<Select label="Target Allocation" options="Equal Weight | Market Cap Weight | Risk Parity | Custom" name="target" />
<Button variant="primary" ask="Rebalance portfolio to equal weight">Rebalance Now</Button>
</Form>
</Card>
<Card subtitle="Place Order">
<Form name="place-order">
<Select label="Ticker" options="AAPL | MSFT | GOOGL | AMZN | TSLA | NVDA | JPM | V" name="ticker" placeholder="Select ticker" />
<Radio label="Side" options="Buy | Sell" name="side" />
<Input label="Quantity" type="number" name="quantity" placeholder="100" min="1" required="true" />
<Button variant="primary" ask="Place order for 100 shares of AAPL buy">Place Order</Button>
</Form>
</Card>
<Card subtitle="Change Timeframe">
<Radio label="View" options="1D | 1W | 1M | 3M | 1Y | YTD" name="timeframe" />
<Button variant="secondary" ask="Show 1 week view">Apply</Button>
</Card>
</Columns>
</Card>

<FollowUps>
- Show me the P&L breakdown by strategy
- What's the correlation between my positions?
- Alert me when TSLA drops below $230
- Compare today's performance to the S&P 500
- Run a stress test on the portfolio
</FollowUps>