# Trading Desk — Morning Workspace

<Badge tone="info">Monday, 08:45 ET</Badge> <Badge tone="success">Pre-market</Badge> <Badge tone="warning">Risk monitor active</Badge>

<Card title="Timeframe" subtitle="Changes the window for all tables and charts below">
<Tabs>
<Tab title="1D / Intraday">Default view. Data through 08:45 ET, 5-minute bars.</Tab>
<Tab title="1W">Last 5 trading sessions — daily bars.</Tab>
<Tab title="1M">Last 21 trading sessions — daily bars.</Tab>
<Tab title="1Y">Last 252 trading sessions — weekly bars.</Tab>
</Tabs>
</Card>

<Card title="Portfolio Snapshot" subtitle="Live values as of 08:45 ET">
<Columns>
<Stat label="Portfolio Value" value="$24,832,000" change="+1.28% today" tone="success" icon="wallet" />
<Stat label="P&L Today" value="+$312,400" change="+1.28%" tone="success" icon="chart-line-up" />
<Stat label="Value at Risk (95%, 1d)" value="$418,000" change="1.7% of NAV" tone="warning" icon="shield-warning" />
<Stat label="Margin in Use" value="$16.98M / $24.83M" change="68.4% of limit" tone="warning" icon="gauge" />
</Columns>
<Progress value="68.4" max="75" label="Margin utilisation vs 75% limit" tone="warning" />
</Card>

<Columns>
<Card title="Positions" subtitle="Current holdings">
| Ticker | Size | Entry | Current | P&L |
|---|---|---|---|---|
| AAPL | 12,500 | $154.20 | $162.80 | +$107,500 |
| MSFT | 8,000 | $330.10 | $345.90 | +$126,400 |
| NVDA | 3,000 | $420.00 | $451.20 | +$93,600 |
| TSLA | 4,200 | $245.00 | $268.50 | +$98,700 |
| JPM | 6,500 | $165.00 | $158.30 | -$43,550 |
| XOM | 10,000 | $108.00 | $112.60 | +$46,000 |
| UNH | 2,200 | $482.00 | $501.10 | +$42,020 |
| CAT | 3,100 | $210.50 | $198.20 | -$38,130 |
</Card>

<Card title="Exposure by Sector" subtitle="Portfolio notional">
<Chart type="donut" title="Sector Exposure" x="Sector" y="USD M">
| Sector | Exposure |
|---|---|
| Technology | 8.4 |
| Financials | 5.1 |
| Energy | 3.2 |
| Healthcare | 2.9 |
| Consumer | 2.4 |
| Industrials | 1.8 |
| Cash | 1.0 |
</Chart>
</Card>
</Columns>

<Card title="Risk Monitor" subtitle="Limits close to breach">
<Callout tone="warning" title="Margin approaching limit">At 68.4% utilisation, a 2.1% adverse move would breach the 75% limit.</Callout>
| Risk metric | Current | Limit | Status |
|---|---|---|---|
| Margin utilisation | 68.4% | 75% | <Badge tone="warning">Near</Badge> |
| Technology sector exposure | 28.0% | 30% | <Badge tone="warning">Near</Badge> |
| Single-name TSLA | 4.2% | 5.0% | <Badge tone="warning">Near</Badge> |
| VaR (95%, 1d) | $418K | $480K | <Badge tone="warning">Near</Badge> |
| Credit spread corpus | 8.1 | 10.0 | <Badge tone="neutral">OK</Badge> |
</Card>

<Columns>
<Card title="Top Gainers" subtitle="Pre-market movers">
| Ticker | Last | Chg |
|---|---|---|
| TSLA | $268.50 | +9.6% |
| NVDA | $451.20 | +7.4% |
| XOM | $112.60 | +4.2% |
| CAT | $198.20 | +3.8% |
| UNH | $501.10 | +3.5% |
</Card>

<Card title="Top Losers" subtitle="Pre-market movers">
| Ticker | Last | Chg |
|---|---|---|
| JPM | $158.30 | -2.1% |
| MSFT | $345.90 | -1.4% |
| AAPL | $162.80 | -0.8% |
</Card>
</Columns>

<Columns>
<Card title="Watchlist" subtitle="Instruments in play">
| Ticker | Last | Chg% | Note |
|---|---|---|---|
| QQQ | $434.20 | +1.1% | 50-day MA holding |
| SPY | $578.10 | +0.9% | Above VWAP |
| IWM | $214.50 | +2.3% | Small-cap squeeze |
| BABA | $78.90 | -0.7% | Earnings Thursday |
| EUR/USD | 1.0930 | +0.3% | Range high |
| CL (WTI) | $76.80 | +3.0% | Supply risk |
| BTC | $52,400 | -1.2% | Volatility elevated |
| 10Y T-Note | 110.05 | 0.0% | Yields near 4% |
</Card>

<Card title="Working Orders" subtitle="Open and partially filled">
| Ticker | Side | Quantity | Type | Price | Status |
|---|---|---|---|---|---|
| AAPL | Buy | 2,000 | Limit | $160.00 | Working |
| NVDA | Sell | 500 | Stop | $445.00 | Working |
| TSLA | Buy | 800 | Market | — | Working |
| MSFT | Sell | 1,200 | Limit | $340.00 | Partially filled |
| XOM | Buy | 1,500 | Limit | $115.00 | Working |
</Card>
</Columns>

<Columns>
<Card title="Market Headlines" subtitle="With sentiment">
| Headline | Sentiment |
|---|---|
| Fed minutes hint at rate cuts in H2 | <Badge tone="success">Positive</Badge> |
| MSFT beats earnings on cloud strength | <Badge tone="success">Positive</Badge> |
| Oil jumps 3% on supply concerns | <Badge tone="danger">Negative</Badge> |
| Jobless claims slightly above forecast | <Badge tone="neutral">Neutral</Badge> |
| Treasury yields steady near 4% ahead of CPI | <Badge tone="neutral">Neutral</Badge> |
</Card>

<Card title="Economic Releases This Week" subtitle="Forecast impact">
| Date | Time ET | Event | Forecast | Impact |
|---|---|---|---|---|
| Tue | 08:30 | CPI | 3.2% y/y | <Badge tone="danger">High</Badge> |
| Wed | 10:00 | Retail Sales | 0.4% m/m | <Badge tone="warning">Medium</Badge> |
| Thu | 08:30 | Jobless Claims | 220K | <Badge tone="warning">Medium</Badge> |
| Fri | 08:30 | PPI | 2.1% y/y | <Badge tone="warning">Medium</Badge> |
</Card>
</Columns>

<Columns>
<Card title="Strategy Returns — YTD" subtitle="Live strategy P&L">
<Chart type="bar" title="Return %" x="Strategy" y="Return %">
| Strategy | Return % |
|---|---|
| Momentum | 12.4 |
| Mean Reversion | 4.8 |
| Carry | 3.1 |
| Arbitrage | 2.6 |
| Long Vol | -1.3 |
</Chart>
</Card>

<Card title="Drawdown — Past 12 Months" subtitle="Portfolio drawdown from peak">
<Chart type="area" title="Drawdown %" x="Month" y="Drawdown %">
| Month | Drawdown % |
|---|---|
| Jan | -2.1 |
| Feb | -1.2 |
| Mar | -5.4 |
| Apr | -3.8 |
| May | -0.6 |
| Jun | -2.9 |
| Jul | -4.5 |
| Aug | -1.8 |
| Sep | -3.2 |
| Oct | -0.9 |
| Nov | -1.5 |
| Dec | -2.0 |
</Chart>
</Card>
</Columns>

<Columns>
<Card title="Rebalance" subtitle="Return portfolio to target weights">
<Form name="rebalance">
<Select label="Target model" name="target" options="Conservative 40/30/30 | Balanced 60/30/10 | Aggressive 75/25/0" placeholder="Choose model" />
<Switch label="Include ETF sleeves in rebalance" name="include-etf" value="true" />
<Button>Preview rebalance</Button>
<Button variant="secondary">Apply rebalance</Button>
</Form>
</Card>

<Card title="Place Order" subtitle="New ticket to the desk">
<Form name="order">
<Input label="Ticker" name="ticker" placeholder="AAPL" />
<Select label="Side" name="side" options="Buy | Sell" />
<Input label="Quantity" name="quantity" type="number" placeholder="100" />
<Select label="Order type" name="order-type" options="Market | Limit | Stop" />
<Button>Place order</Button>
</Form>
</Card>
</Columns>