# Trading desk · Morning workspace

Tuesday, Nov 12 · 07:30 ET

<Card title="Overview" subtitle="Live marks as of 07:30 ET">
<Columns>
<Stat label="Portfolio value" value="$128.4M" change="-0.8%" tone="danger" icon="chart-line" />
<Stat label="P&L today" value="+$842K" change="+0.66%" tone="success" icon="trend-up" />
<Stat label="Margin in use" value="72%" note="$92.1M of $128M limit" tone="warning" icon="currency-circle-dollar" />
<Stat label="Value at Risk" value="$3.1M" note="1-day, 95% confidence" tone="neutral" icon="shield-warning" />
</Columns>
<Select label="Timeframe" options="Today | This week | This month" />
</Card>

<Callout tone="warning" title="Risk limit close to breach">Financials sector concentration is at 94% of its limit. Avoid adding long credit exposure until the portfolio is rebalanced.</Callout>

<Card title="Positions" subtitle="Marked to market at 07:30 ET">
| Ticker | Size | Entry | Current | P&L (day) |
|---|---|---|---|---|
| AAPL | 12,000 | 218.40 | 231.20 | +$153.6K |
| TSLA | 4,500 | 246.10 | 258.60 | +$56.3K |
| XLE | 8,000 | 108.20 | 112.05 | +$30.8K |
| EURUSD | 10M | 1.0842 | 1.0861 | +$19.0K |
| ES | 120 | 5,780.0 | 5,820.0 | +$4.8K |
| GLD | 6,500 | 238.10 | 235.40 | −$17.6K |
</Card>

<Columns>
<Card title="Exposure by sector">
<Chart type="donut" title="Sector allocation">
| Sector | Weight (%) |
|---|---|
| Financials | 28 |
| Technology | 24 |
| Energy | 15 |
| Healthcare | 12 |
| Industrials | 11 |
| Consumer | 6 |
| Other | 4 |
</Chart>
</Card>
<Card title="Risk limits near breach">
<Progress value=94 max=100 label="Sector concentration — Financials (limit 25% NAV)" tone="danger" />
<Progress value=88 max=100 label="Gross leverage (limit 3.5x)" tone="warning" />
<Progress value=76 max=100 label="Liquidity ratio (max 20% illiquid)" tone="info" />
<Progress value=71 max=100 label="VaR utilization (limit $4.5M)" tone="neutral" />
</Card>
</Columns>

<Columns>
<Card title="Biggest gainers">
| Ticker | Price | 1d |
|---|---|---|
| NVDA | 184.30 | +4.2% |
| XLE | 112.05 | +3.1% |
| TSLA | 258.60 | +2.8% |
</Card>
<Card title="Biggest losers">
| Ticker | Price | 1d |
|---|---|---|
| GLD | 235.40 | −2.4% |
| MSFT | 428.90 | −1.2% |
| XOM | 118.30 | −0.9% |
</Card>
</Columns>

<Columns>
<Card title="Strategy returns — YTD">
<Chart type="bar" title="Return by strategy (%)">
| Strategy | Return (%) |
|---|---|
| Momentum | 18.4 |
| Volatility arbitrage | 12.1 |
| Mean reversion | 9.2 |
| Carry | 6.7 |
| Market neutral | 5.8 |
| Systematic macro | -3.4 |
</Chart>
</Card>
<Card title="Drawdown — past year">
<Chart type="area" title="Drawdown from peak (%)">
| Month | Drawdown (%) |
|---|---|
| Nov | 0.8 |
| Dec | 2.4 |
| Jan | 1.2 |
| Feb | 4.8 |
| Mar | 3.1 |
| Apr | 5.6 |
| May | 2.2 |
| Jun | 7.4 |
| Jul | 5.1 |
| Aug | 3.9 |
| Sep | 4.6 |
| Oct | 2.8 |
</Chart>
</Card>
</Columns>

<Columns>
<Card title="Watchlist" subtitle="Prices as of 07:30 ET">
| Ticker | Price | 1d |
|---|---|---|
| NVDA | 184.30 | +4.2% |
| MSFT | 428.90 | −1.2% |
| XOM | 118.30 | +0.8% |
| BTC-USD | 67,240 | +2.1% |
| SPX | 5,820 | +0.5% |
| TLH | 98.12 | +0.2% |
</Card>
<Card title="Working orders">
| Ticker | Side | Qty | Type | Status |
|---|---|---|---|---|
| AAPL | Buy | 2,000 | Limit 225.00 | Working |
| EURUSD | Sell | 5,000,000 | Market | Pending |
| XLE | Buy | 1,500 | Stop 110.20 | Working |
| GLD | Sell | 800 | Limit 236.50 | Partial |
</Card>
</Columns>

<Columns>
<Card title="Market headlines" subtitle="Auto-tagged sentiment">
- <Badge tone="info">Neutral</Badge> Fed holds rates, signals patience on cuts
- <Badge tone="success">Positive</Badge> Banks report strong Q3 trading revenue
- <Badge tone="danger">Negative</Badge> Crude slips as OPEC+ weighs faster unwinding
- <Badge tone="success">Positive</Badge> TSMC raises guidance on AI chip demand
- <Badge tone="danger">Negative</Badge> EU regulators flag margin rules for prop desks
- <Badge tone="info">Neutral</Badge> Treasury auction demand soft; yields push higher
</Card>
<Card title="Economic releases this week">
| Day | Release | Forecast | Prior |
|---|---|---|---|
| Mon | CPI (YoY) | 2.4% | 2.6% |
| Tue | Retail Sales (MoM) | 0.3% | 0.1% |
| Thu | Initial Jobless Claims | 245K | 238K |
| Fri | Flash Composite PMI | 51.8 | 52.0 |
</Card>
</Columns>

<Columns>
<Card title="Rebalance" subtitle="Current vs target allocation">
| Asset class | Current | Target | Move |
|---|---|---|---|
| Equities | 52% | 48% | −4% |
| Fixed income | 20% | 25% | +5% |
| Commodities | 12% | 12% | — |
| FX | 10% | 10% | — |
| Cash | 6% | 5% | −1% |
<Button>Rebalance portfolio</Button>
</Card>
<Card title="Place order" subtitle="New working order">
<Form name="place-order">
<Input label="Ticker" placeholder="e.g. AAPL" required="true" />
<Radio label="Side" options="Buy | Sell" />
<Input label="Quantity" type="number" placeholder="1000" required="true" hint="Round lots only" />
<Button>Submit order</Button>
</Form>
</Card>
</Columns>