# Trading Desk Morning Workspace

<Callout tone="warning" title="Risk Alert">VaR limit at 82% — 2 limits close to breach. Review risk section below.</Callout>

<Card title="Portfolio Overview">
<Columns>
<Stat label="Portfolio Value" value="$24.8M" change="+1.2% today" tone="success" icon="chart-line" />
<Stat label="P&L Today" value="+$312,400" change="+1.26%" tone="success" icon="trend-up" />
<Stat label="Margin in Use" value="$6.2M" change="25% of buying power" tone="warning" icon="scale" />
<Stat label="Value at Risk (95%)" value="$1.48M" change="82% of limit" tone="warning" icon="shield-warning" />
</Columns>
<Button variant="secondary" size="small">Change Timeframe: 1D</Button>
</Card>

<Card title="Positions" subtitle="All open positions at current market prices">
| Ticker | Size | Entry Price | Current Price | P&L |
|---|---|---|---|---|
| AAPL | 12,500 | $198.40 | $204.12 | +$71,500 |
| MSFT | 8,200 | $412.10 | $425.88 | +$113,196 |
| NVDA | 6,400 | $118.20 | $126.45 | +$52,800 |
| TSLA | 4,100 | $244.30 | $238.10 | -$25,420 |
| AMZN | 7,300 | $186.75 | $192.30 | +$40,515 |
| JPM | 5,600 | $201.10 | $198.45 | -$14,840 |
| XOM | 9,200 | $108.40 | $112.75 | +$40,020 |
| GOOGL | 6,800 | $171.20 | $179.65 | +$57,460 |
</Card>

<Card title="Exposure by Sector">
<Chart type="donut" title="Portfolio Allocation">
| Sector | Allocation |
|---|---|
| Technology | 38 |
| Financials | 16 |
| Energy | 12 |
| Consumer Disc. | 14 |
| Healthcare | 9 |
| Industrials | 7 |
| Cash | 4 |
</Chart>
</Card>

<Card title="Risk Limits">
<Columns>
<Stat label="Sector Limit — Tech" value="38%" change="Limit: 40%" tone="warning" icon="warning" />
<Stat label="Single Name — NVDA" value="9.6%" change="Limit: 10%" tone="warning" icon="warning" />
<Stat label="Leverage Ratio" value="1.8x" change="Limit: 2.5x" tone="success" icon="check" />
</Columns>
<Progress value="38" max="40" label="Tech sector exposure" tone="warning" />
<Progress value="9.6" max="10" label="NVDA position size" tone="danger" />
<Progress value="72" max="100" label="Leverage" tone="success" />
</Card>

<Card title="Today's Biggest Movers">
<Columns>
<Card title="Gainers">
<Avatar name="NVDA" subtitle="+6.98% — $126.45" />
<Avatar name="MSFT" subtitle="+3.34% — $425.88" />
<Avatar name="AAPL" subtitle="+2.88% — $204.12" />
</Card>
<Card title="Losers">
<Avatar name="TSLA" subtitle="-2.54% — $238.10" />
<Avatar name="JPM" subtitle="-1.32% — $198.45" />
<Avatar name="XOM" subtitle="-0.85% — $112.75" />
</Card>
</Columns>
</Card>

<Card title="Watchlist" subtitle="Instruments being monitored">
| Instrument | Last Price | Change |
|---|---|---|
| SPY | $548.20 | +0.45% |
| QQQ | $472.15 | +0.62% |
| VIX | 14.80 | -3.2% |
| BTC-USD | $67,240 | +2.1% |
| EUR/USD | 1.0845 | -0.15% |
| US 10Y Yield | 4.28% | +3bps |
| GLD | $232.50 | +0.8% |
| OIL (WTI) | $78.40 | -1.1% |
</Card>

<Card title="Working Orders">
| Ticker | Side | Quantity | Type | Status |
|---|---|---|---|---|
| AAPL | Buy | 2,000 | Limit @ $200.50 | Working |
| NVDA | Sell | 1,500 | Limit @ $128.00 | Working |
| JPM | Buy | 3,000 | Market | Pending |
| TSLA | Sell | 800 | Stop @ $232.00 | Working |
</Card>

<Card title="Market Headlines & Sentiment">
<Columns>
<Callout tone="success" title="Bullish">Fed signals potential rate cut in September — equities rally</Callout>
<Callout tone="danger" title="Bearish">Chip export restrictions to China could tighten — semis under pressure</Callout>
<Callout tone="neutral" title="Neutral">Oil inventories mixed — energy sector flat in pre-market</Callout>
<Callout tone="success" title="Bullish">Tech earnings beat expectations — AI demand remains strong</Callout>
</Columns>
</Card>

<Card title="Economic Releases This Week">
| Date | Release | Forecast | Prior |
|---|---|---|---|
| Mon | Consumer Inflation Expectations | 3.1% | 3.3% |
| Tue | CPI YoY | 3.2% | 3.4% |
| Wed | FOMC Rate Decision | 5.50% | 5.50% |
| Thu | Jobless Claims | 220K | 218K |
| Fri | University of Michigan Sentiment | 68.5 | 66.4 |
</Card>

<Card title="Strategy Performance — Year to Date">
<Chart type="bar" title="Returns by Strategy">
| Strategy | Return |
|---|---|
| Momentum | 18.4 |
| Mean Reversion | 12.1 |
| Options Premium | 8.9 |
| Event Driven | 15.2 |
| Macro | 6.4 |
| Pairs Trading | -2.1 |
</Chart>
</Card>

<Card title="Drawdown — Past 12 Months">
<Chart type="area" title="Portfolio Drawdown %">
| Month | Drawdown |
|---|---|
| Aug | 0 |
| Sep | -2.4 |
| Oct | -5.1 |
| Nov | -3.8 |
| Dec | -1.2 |
| Jan | -6.8 |
| Feb | -4.4 |
| Mar | -2.9 |
| Apr | -1.5 |
| May | -3.2 |
| Jun | -0.8 |
| Jul | -0.2 |
</Chart>
</Card>

<Card title="Rebalance Portfolio">
<Callout tone="info" title="Suggested Rebalance">Tech overweight by 3% vs. target. Suggested: trim NVDA $380K, add to Healthcare $250K and Industrials $130K.</Callout>
<Form name="rebalance">
<Radio label="Rebalance mode" options="Auto — target weights | Manual — custom adjustments" />
<Button>Rebalance Now</Button>
<Button variant="secondary">Preview Changes</Button>
</Form>
</Card>

<Card title="Place Order">
<Form name="order">
<Input label="Ticker" placeholder="e.g. AAPL" required />
<Select label="Side" options="Buy | Sell" required />
<Input label="Quantity" type="number" placeholder="e.g. 1000" required />
<Select label="Order Type" options="Market | Limit | Stop" />
<Input label="Limit Price (optional)" type="number" placeholder="e.g. 200.50" />
<Button>Submit Order</Button>
</Form>
</Card>

<Card title="Timeframe Selection">
<Form name="timeframe">
<Radio label="View timeframe" options="1D | 1W | 1M | 3M | 1Y | YTD" />
<Button>Apply Timeframe</Button>
</Form>
</Card>

<FollowUps>
- Show me the intraday P&L curve for the top 5 positions
- Which risk limits are closest to breach and what actions can I take?
- What's the expected impact of tomorrow's CPI release on my portfolio?
- Compare today's performance against the S&P 500 benchmark
</FollowUps>