# Morning workspace

Tuesday, June 10, 2025 · <Badge tone="success">Market open</Badge> · Last update 08:32 ET

<Card title="Timeframe" subtitle="Applies to every panel on this desk">
<Form name="timeframe">
<Select label="Timeframe" options="1D | 1W | 1M | 3M | 6M | YTD" value="1D" hint="Switches the desk between intraday and multi-day views" />
<Button>Apply</Button>
</Form>
</Card>

<Card title="Portfolio summary">
<Columns>
<Stat label="Portfolio value" value="$420.0M" change="$408.3M invested + $11.7M cash" icon="wallet" />
<Stat label="P&L today" value="+$5.67M" change="+1.37% vs prior close" tone="success" icon="trend-up" />
<Stat label="Value at risk" value="$6.8M" change="95% 1-day · 91% of $7.5M limit" tone="warning" icon="shield-warning" />
<Stat label="Margin in use" value="77.0%" change="$46.2M of $60.0M credit" tone="warning" icon="percent" />
</Columns>
</Card>

<Card title="Positions">
| Ticker | Size | Entry | Current | Day |
|---|---|---|---|---|
| AAPL | 850,000 | $178.40 | $192.10 | +2.1% |
| MSFT | 220,000 | $382.15 | $405.30 | +0.8% |
| NVDA | 150,000 | $112.20 | $131.45 | +5.4% |
| TSLA | 95,000 | $245.00 | $238.60 | -2.6% |
| AMZN | 180,000 | $156.30 | $171.20 | +1.9% |
| XOM | 400,000 | $98.10 | $104.85 | +0.4% |
| JPM | 130,000 | $52.40 | $55.75 | -1.1% |
| GDX | 500,000 | $34.20 | $36.10 | +3.2% |
| CRM | 60,000 | $84.20 | $82.90 | -1.5% |
| DIS | 100,000 | $105.30 | $104.10 | -1.2% |
</Card>

<Columns>
<Card title="Exposure by sector">
<Chart type="donut" x="Sector" y="Weight %">
| Sector | Weight % |
|---|---|
| Technology | 46 |
| Consumer | 14 |
| Financials | 12 |
| Energy | 10 |
| Healthcare | 9 |
| Materials | 6 |
| Cash | 3 |
</Chart>
</Card>

<Card title="Today's movers">
| Gainers | Day % | Losers | Day % |
|---|---|---|---|
| NVDA | +5.4% | TSLA | -2.6% |
| GDX | +3.2% | CRM | -1.5% |
| AAPL | +2.1% | DIS | -1.2% |
| AMZN | +1.9% | JPM | -1.1% |
</Card>
</Columns>

<Columns>
<Card title="Watchlist" subtitle="Being monitored, not held">
| Ticker | Price | Day % |
|---|---|---|
| SPY | $542.80 | +0.4% |
| QQQ | $468.15 | +0.9% |
| IWM | $212.40 | -0.3% |
| META | $505.60 | +1.2% |
| NFLX | $678.20 | -0.6% |
| BABA | $78.30 | +3.8% |
| BTC-USD | $67,430 | +2.1% |
| EUR/USD | 1.0847 | -0.2% |
</Card>

<Card title="Working orders">
| Ticker | Side | Qty | Type | Price | Status |
|---|---|---|---|---|---|
| AAPL | Buy | 25,000 | Limit | $191.50 | Working |
| TSLA | Sell | 40,000 | Limit | $240.00 | Partially filled |
| GDX | Buy | 100,000 | Limit | $35.80 | New |
| MSFT | Sell | 15,000 | Stop | $408.00 | Working |
</Card>
</Columns>

<Columns>
<Card title="Market headlines with sentiment">
- **Fed holds rates steady, dots show one cut in December** — <Badge tone="neutral">Neutral</Badge>
- **AI chip orders beat estimates as hyperscalers boost capex** — <Badge tone="success">Positive</Badge>
- **OPEC+ extends voluntary cuts through Q1** — <Badge tone="success">Positive</Badge>
- **Core CPI hotter than expected at 3.6%** — <Badge tone="danger">Negative</Badge>
- **China broadens property support package** — <Badge tone="success">Positive</Badge>
</Card>

<Card title="Economic releases this week">
| Date | Release | Forecast | Previous |
|---|---|---|---|
| Tue, Jun 10 | CPI (YoY) | 3.3% | 3.4% |
| Tue, Jun 10 | Core CPI (YoY) | 3.6% | 3.6% |
| Wed, Jun 11 | FOMC rate decision | 5.50% | 5.50% |
| Thu, Jun 12 | PPI (MoM) | 0.1% | 0.5% |
| Fri, Jun 13 | U. of Mich. sentiment | 72.5 | 69.1 |
</Card>
</Columns>

<Columns>
<Card title="Strategy returns (YTD)">
<Chart type="bar" x="Strategy" y="YTD %">
| Strategy | YTD % |
|---|---|
| Momentum Equity | 18.2 |
| Short Volatility | 12.8 |
| Carry (FX) | 9.6 |
| Mean Reversion | 7.4 |
| Event Arbitrage | 5.1 |
| Macro Trend | -2.3 |
</Chart>
</Card>

<Card title="Drawdown over the past year">
<Chart type="area" x="Month" y="Drawdown %">
| Month | Drawdown % |
|---|---|
| Jul 24 | 0 |
| Aug 24 | -3.2 |
| Sep 24 | -5.8 |
| Oct 24 | -4.1 |
| Nov 24 | -2.2 |
| Dec 24 | -6.5 |
| Jan 25 | -8.9 |
| Feb 25 | -6.3 |
| Mar 25 | -4.0 |
| Apr 25 | -2.8 |
| May 25 | -1.5 |
| Jun 25 | -0.8 |
</Chart>
Max drawdown was **-8.9%** in January 2025; current drawdown is **-0.8%**.
</Card>
</Columns>

<Card title="Risk limits">
<Callout tone="danger" title="2 breaches, 2 near limits">
Technology weight and AAPL single-name concentration are over their caps. VaR and margin are within a few percent of their limits.
</Callout>

| Limit | Current | Cap | Status |
|---|---|---|---|
| Gross exposure | 82.0% | 100% | <Badge tone="success">OK</Badge> |
| Tech sector weight | 46.0% | 45.0% | <Badge tone="danger">Breach</Badge> |
| Single-name (AAPL) | 38.9% | 25.0% | <Badge tone="danger">Breach</Badge> |
| VaR (95%, 1-day) | $6.8M | $7.5M | <Badge tone="warning">Watch</Badge> |
| Margin utilization | 77.0% | 80.0% | <Badge tone="warning">Watch</Badge> |
</Card>

<Card title="Margin in use">
<Progress value="77" max="100" label="77% used · $46.2M borrowed of $60.0M credit" tone="warning" />
Maintenance requirement: $28.4M · Interest rate: 5.15% · No margin call risk today
</Card>

<Columns>
<Card title="Rebalance" subtitle="Bring exposures back inside risk limits">
<Form name="rebalance">
<Slider label="Target equity allocation" min="0" max="100" value="82" name="equity" />
<Slider label="Max technology weight" min="0" max="50" step="1" value="40" name="max-tech" hint="Current tech weight is 46%" />
<Checkboxes label="Rebalance into" options="Equities | Fixed income | Commodities | Cash" value="Equities | Commodities" name="into" />
<Button>Preview rebalance</Button>
<Button variant="secondary">Execute</Button>
</Form>
</Card>

<Card title="Place order" subtitle="Ticker, side and quantity">
<Form name="order">
<Input label="Ticker" name="ticker" placeholder="AAPL" value="AAPL" />
<Radio label="Side" options="Buy | Sell" name="side" value="Buy" />
<Input label="Quantity" type="number" name="qty" placeholder="1000" value="1000" />
<Select label="Order type" placeholder="Select type" options="Market | Limit | Stop" name="order-type" value="Limit" />
<Button icon="paper-plane-tilt">Place order</Button>
</Form>
</Card>
</Columns>

<FollowUps>
- What is the projected P&L impact of the rebalance?
- Show the tickets behind the technology sector exposure.
- Which working orders expire before the FOMC decision?
- Run a stress test against the two breached risk limits.
</FollowUps>