# Trading Desk Overview

<Columns>
<div>
<Stat label="Portfolio Value" value="$4.82M" change="+1.2%" tone="success" icon="chart-line" />
</div>
<div>
<Stat label="P&L Today" value="+$28,450" change="+0.6%" tone="success" icon="trend-up" />
</div>
<div>
<Stat label="Value at Risk (95%)" value="$142,300" note="Daily" tone="info" icon="shield-warning" />
</div>
<div>
<Stat label="Margin in Use" value="62%" change="of $2.5M limit" tone="neutral" icon="percent" />
</div>
</Columns>

<Card title="Positions" subtitle="Current holdings — 14 instruments">
<Tabs>
<Tab title="All">
| Ticker | Size | Entry | Current | P&L |
|---|---|---|---|---|
| AAPL | 12,500 | $198.20 | $212.45 | +$178,125 |
| MSFT | 8,000 | $415.10 | $438.90 | +$190,400 |
| NVDA | 6,200 | $118.40 | $131.75 | +$82,770 |
| TSLA | 4,500 | $242.80 | $228.15 | −$65,925 |
| AMZN | 9,300 | $178.50 | $185.20 | +$62,310 |
| GOOGL | 7,800 | $162.30 | $158.90 | −$26,520 |
| META | 5,400 | $485.60 | $502.10 | +$89,100 |
| JPM | 11,200 | $198.40 | $204.75 | +$71,120 |
| XOM | 15,000 | $112.30 | $108.60 | −$55,500 |
| JNJ | 6,800 | $152.70 | $149.85 | −$19,380 |
</Tab>
<Tab title="Long">
| Ticker | Size | Entry | Current | P&L |
|---|---|---|---|---|
| AAPL | 12,500 | $198.20 | $212.45 | +$178,125 |
| MSFT | 8,000 | $415.10 | $438.90 | +$190,400 |
| NVDA | 6,200 | $118.40 | $131.75 | +$82,770 |
| AMZN | 9,300 | $178.50 | $185.20 | +$62,310 |
| META | 5,400 | $485.60 | $502.10 | +$89,100 |
| JPM | 11,200 | $198.40 | $204.75 | +$71,120 |
| JNJ | 6,800 | $152.70 | $149.85 | −$19,380 |
</Tab>
<Tab title="Short">
| Ticker | Size | Entry | Current | P&L |
|---|---|---|---|---|
| TSLA | 4,500 | $242.80 | $228.15 | −$65,925 |
| GOOGL | 7,800 | $162.30 | $158.90 | −$26,520 |
| XOM | 15,000 | $112.30 | $108.60 | −$55,500 |
</Tab>
</Tabs>
</Card>

<Columns>
<div>
<Card title="Exposure by Sector">
<Chart type="donut" title="Sector allocation">
| Sector | Exposure |
|---|---|
| Technology | 42 |
| Financials | 18 |
| Energy | 14 |
| Healthcare | 11 |
| Consumer | 9 |
| Other | 6 |
</Chart>
</Card>

<Card title="Today's Biggest Gainers">
| Ticker | Change |
|---|---|
| MSFT | +5.7% |
| AAPL | +4.2% |
| META | +3.4% |
</Card>
</div>
<div>
<Card title="Today's Biggest Losers">
| Ticker | Change |
|---|---|
| TSLA | −6.0% |
| XOM | −3.3% |
| GOOGL | −2.1% |
</Card>

<Card title="Watchlist" subtitle="Instruments being monitored">
| Ticker | Last Price | Change |
|---|---|---|
| AMD | $158.30 | +2.1% |
| NFLX | $689.45 | +0.8% |
| COIN | $212.60 | −4.2% |
| PLTR | $98.15 | +5.4% |
| SPY | $548.20 | +0.3% |
| QQQ | $472.85 | +0.5% |
| IWM | $218.40 | −0.4% |
</Card>
</div>
</Columns>

<Card title="Risk Limits" subtitle="Monitoring breaches and near-breaches">
<Callout tone="warning" title="2 limits approaching">TSLA position nearing max single-name concentration (87% of limit). XOM sector exposure at 92% of energy cap.</Callout>

| Limit | Current | Threshold | Status |
|---|---|---|---|
| Max single-name (5%) | 4.35% | 5.00% | <Badge tone="warning">Near</Badge> |
| Sector cap — Energy (15%) | 13.8% | 15.00% | <Badge tone="warning">Near</Badge> |
| Gross exposure ($8M) | $6.9M | $8.0M | <Badge tone="success">OK</Badge> |
| Max drawdown (10%) | 6.2% | 10.0% | <Badge tone="success">OK</Badge> |
| VaR limit ($180K) | $142.3K | $180.0K | <Badge tone="success">OK</Badge> |
</Card>

<Card title="Drawdown — Past Year">
<Chart type="area" title="Portfolio drawdown %" x="Month" y="Drawdown %">
| Month | Drawdown |
|---|---|
| Jul | 0 |
| Aug | -1.2 |
| Sep | -2.8 |
| Oct | -4.1 |
| Nov | -3.2 |
| Dec | -5.4 |
| Jan | -3.8 |
| Feb | -6.2 |
| Mar | -4.5 |
| Apr | -2.9 |
| May | -1.8 |
| Jun | -0.9 |
| Jul | -0.4 |
</Chart>
</Card>

<Card title="Strategy Returns — Year to Date">
<Chart type="bar" title="YTD return by strategy %" x="Strategy" y="Return %">
| Strategy | Return |
|---|---|
| Momentum | 14.2 |
| Mean Reversion | 8.7 |
| Event Driven | 11.5 |
| Macro | 5.3 |
| Pairs | 3.8 |
| Arbitrage | 6.9 |
</Chart>
</Card>

<Card title="Working Orders">
| Ticket | Ticker | Side | Qty | Type | Limit | Status |
|---|---|---|---|---|---|---|
| #4821 | AMD | Buy | 2,000 | Limit | $155.00 | Working |
| #4820 | TSLA | Sell | 1,500 | Stop | $225.00 | Working |
| #4819 | SPY | Buy | 5,000 | Market | — | Partially filled |
| #4818 | PLTR | Sell | 3,000 | Limit | $102.50 | Working |
</Card>

<Card title="Market Headlines" subtitle="With sentiment">
| Time | Headline | Sentiment |
|---|---|---|
| 09:42 | Fed signals possible rate cut in September | <Badge tone="success">Bullish</Badge> |
| 09:15 | TSLA deliveries miss estimates by 8% | <Badge tone="danger">Bearish</Badge> |
| 08:58 | Nvidia announces new AI chip partnership | <Badge tone="success">Bullish</Badge> |
| 08:30 | CPI inflation comes in at 2.9%, above forecast | <Badge tone="warning">Neutral</Badge> |
| 08:05 | Oil inventories rise more than expected | <Badge tone="danger">Bearish</Badge> |
</Card>

<Card title="Economic Releases This Week">
| Date | Release | Forecast | Prior | Impact |
|---|---|---|---|---|
| Mon 14 | Retail Sales MoM | 0.3% | 0.1% | High |
| Tue 15 | Industrial Production | 0.2% | 0.4% | Medium |
| Wed 16 | FOMC Rate Decision | 5.25% | 5.50% | High |
| Thu 17 | Jobless Claims | 235K | 238K | Medium |
| Fri 18 | Consumer Sentiment | 68.5 | 66.4 | Medium |
</Card>

<Card title="Rebalance Portfolio" subtitle="Quick rebalance to target weights">
<Form name="rebalance">
<Select label="Target allocation" placeholder="Select a model" options="Conservative (20% equity) | Balanced (50% equity) | Growth (70% equity) | Aggressive (90% equity)" />
<Select label="Rebalance method" placeholder="Select method" options="Equal weight | Risk parity | Factor tilt | Sector neutral" />
<Slider label="Rebalance threshold" min="0" max="10" step="0.5" value="2" name="threshold" />
<Button>Preview Rebalance</Button>
<Button variant="secondary">Execute Rebalance</Button>
</Form>
</Card>

<Card title="Place Order" subtitle="Submit a new trade">
<Form name="order">
<Input label="Ticker" placeholder="e.g. AAPL" name="ticker" required="true" />
<Radio label="Side" options="Buy | Sell | Short" name="side" required="true" />
<Input label="Quantity" type="number" placeholder="1000" name="qty" required="true" />
<Select label="Order type" placeholder="Select type" options="Market | Limit | Stop | Stop-limit" name="order-type" />
<Button>Place Order</Button>
</Form>
</Card>

<Card title="Timeframe" subtitle="Adjust the analysis window">
<Form name="timeframe">
<Radio label="View" options="1D | 1W | 1M | 3M | 6M | 1Y | YTD" name="timeframe" value="1D" />
<Button>Apply Timeframe</Button>
</Form>
</Card>

<FollowUps>
- What are the top risk contributors in the portfolio?
- Show me the P&L attribution by sector and strategy
- Which positions are closest to their stop-loss levels?
- Run a stress test for a 2% market drop
</FollowUps>