# Trading Desk — Morning Workspace

<Stat label="Portfolio Value" value="$12,847,320" change="+$234,180 (1.85%)" tone="success" icon="chart-line" />
<Stat label="P&L Today" value="+$87,450" change="+0.68% vs open" tone="success" icon="trending-up" />
<Stat label="Value at Risk (95%, 1D)" value="$312,400" change="2.43% of NAV" tone="warning" icon="shield-warning" />
<Stat label="Margin in Use" value="$4,210,500" change="67.2% of available" tone="info" icon="wallet" />

<Columns>
<Card title="Positions" subtitle="12 active positions">
| Ticker | Size | Entry | Current | Unrealized P&L | P&L % |
|---|---|---|---|---|---|
| AAPL | 8,500 | $172.40 | $178.90 | +$55,250 | +3.77% |
| MSFT | 4,200 | $318.50 | $325.10 | +$27,720 | +2.07% |
| NVDA | 1,800 | $425.00 | $448.75 | +$42,750 | +5.59% |
| GOOGL | 3,600 | $138.20 | $141.80 | +$12,960 | +2.60% |
| AMZN | 2,400 | $145.60 | $149.30 | +$8,880 | +2.54% |
| TSLA | -1,200 | $248.00 | $241.50 | +$7,800 | +2.62% |
| META | 2,100 | $295.00 | $302.40 | +$15,540 | +2.51% |
| JPM | 3,000 | $165.00 | $168.90 | +$11,700 | +2.36% |
| V | 1,500 | $255.00 | $259.80 | +$7,200 | +1.88% |
| JNJ | 2,800 | $162.00 | $160.50 | -$4,200 | -0.93% |
| XOM | -2,500 | $108.00 | $105.20 | +$7,000 | +2.59% |
| SPY | 5,000 | $435.00 | $442.10 | +$35,500 | +1.63% |
</Card>

<Card title="Exposure by Sector">
<Chart type="donut" title="Sector Allocation" x="Sector" y="Exposure">
| Sector | Exposure |
|---|---|
| Technology | 38.2 |
| Financials | 18.5 |
| Healthcare | 12.1 |
| Consumer Discretionary | 10.8 |
| Energy | 8.4 |
| Industrials | 6.7 |
| Communication Services | 5.3 |
</Chart>
</Card>
</Columns>

<Columns>
<Card title="Today's Biggest Gainers">
| Ticker | Change | Current |
|---|---|---|
| NVDA | +5.59% | $448.75 |
| AAPL | +3.77% | $178.90 |
| META | +2.51% | $302.40 |
| AMZN | +2.54% | $149.30 |
| MSFT | +2.07% | $325.10 |
</Card>

<Card title="Today's Biggest Losers">
| Ticker | Change | Current |
|---|---|---|
| JNJ | -0.93% | $160.50 |
| V | +1.88% | $259.80 |
| SPY | +1.63% | $442.10 |
| JPM | +2.36% | $168.90 |
| GOOGL | +2.60% | $141.80 |
</Card>
</Columns>

<Columns>
<Card title="Watchlist">
| Ticker | Current | Change | Notes |
|---|---|---|---|
| AMD | $142.30 | +1.8% | Earnings next week |
| CRM | $268.50 | -0.4% | Dreamforce catalyst |
| INTC | $38.20 | +2.1% | Foundry news |
| PYPL | $62.80 | -1.2% | Margin pressure |
| COIN | $215.40 | +3.4% | BTC correlation |
| RBLX | $42.10 | +0.8% | User growth |
| PLTR | $28.90 | +2.7% | Gov contract |
| SNOW | $156.20 | -0.9% | Consumption trends |
</Card>

<Card title="Working Orders">
| Ticket | Ticker | Side | Qty | Type | Limit/Stop | Status | Time |
|---|---|---|---|---|---|---|---|
| #884721 | AAPL | Buy | 500 | Limit | $177.50 | Working | 09:31 |
| #884735 | TSLA | Sell | 300 | Stop | $238.00 | Working | 09:32 |
| #884742 | NVDA | Buy | 200 | Limit | $445.00 | Working | 09:33 |
| #884756 | SPY | Sell | 1,000 | Limit | $445.00 | Working | 09:34 |
| #884761 | JPM | Buy | 400 | Stop | $170.00 | Working | 09:35 |
</Card>
</Columns>

<Card title="Market Headlines">
| Time | Headline | Source | Sentiment |
|---|---|---|---|
| 09:15 | Fed holds rates steady, signals one more hike this year | Reuters | <Badge tone="warning">Hawkish</Badge> |
| 08:52 | Tech earnings beat estimates, AI spending accelerates | Bloomberg | <Badge tone="success">Bullish</Badge> |
| 08:30 | US CPI comes in at 3.2% YoY, core at 4.0% | WSJ | <Badge tone="neutral">Neutral</Badge> |
| 08:15 | China PMI contracts for 3rd month, stimulus expected | FT | <Badge tone="danger">Bearish</Badge> |
| 07:45 | Oil jumps 3% on supply concerns, OPEC+ meeting Friday | Reuters | <Badge tone="info">Mixed</Badge> |
| 07:20 | Treasury yields rise, 10-yr touches 4.35% | Bloomberg | <Badge tone="warning">Hawkish</Badge> |
</Card>

<Card title="Economic Releases This Week">
| Date | Time (ET) | Event | Prior | Forecast | Importance |
|---|---|---|---|---|---|
| Mon | 10:00 | ISM Manufacturing PMI | 47.6 | 47.8 | High |
| Tue | 08:30 | JOLTS Job Openings | 8.827M | 8.750M | High |
| Wed | 08:15 | ADP Employment Change | 177K | 185K | Medium |
| Wed | 10:00 | ISM Services PMI | 52.7 | 53.0 | High |
| Thu | 08:30 | Initial Jobless Claims | 228K | 230K | Medium |
| Fri | 08:30 | Nonfarm Payrolls | 187K | 170K | Critical |
| Fri | 08:30 | Unemployment Rate | 3.8% | 3.8% | Critical |
| Fri | 08:30 | Average Hourly Earnings MoM | 0.2% | 0.3% | High |
</Card>

<Columns>
<Card title="Strategy Returns YTD">
<Chart type="bar" title="YTD Return by Strategy" x="Strategy" y="Return %">
| Strategy | Return % |
|---|---|
| Long/Short Equity | 18.4 |
| Global Macro | 12.7 |
| Statistical Arb | 9.2 |
| Event Driven | 7.8 |
| Fixed Income Arb | 5.4 |
| Commodity Trend | -2.1 |
</Chart>
</Card>

<Card title="Drawdown — Past 12 Months">
<Chart type="area" title="Portfolio Drawdown" x="Month" y="Drawdown %">
| Month | Drawdown % |
|---|---|
| Oct | 0.0 |
| Nov | -1.2 |
| Dec | -3.8 |
| Jan | -5.4 |
| Feb | -4.1 |
| Mar | -6.2 |
| Apr | -3.9 |
| May | -2.8 |
| Jun | -1.5 |
| Jul | -0.8 |
| Aug | -2.3 |
| Sep | -1.1 |
</Chart>
</Card>
</Columns>

<Card title="Risk Limits — Near Breach">
<Callout tone="warning" title="Position Concentration">AAPL at 14.2% of NAV (limit: 15%) — <Badge tone="warning">86% utilized</Badge></Callout>
<Callout tone="warning" title="Sector Concentration">Technology at 38.2% of NAV (limit: 40%) — <Badge tone="warning">95% utilized</Badge></Callout>
<Callout tone="info" title="VaR Utilization">Current 1D VaR $312.4K vs limit $400K — <Badge tone="info">78% utilized</Badge></Callout>
<Callout tone="success" title="Leverage">Gross leverage 1.8x (limit: 2.5x) — <Badge tone="success">72% utilized</Badge></Callout>
<Callout tone="success" title="Daily Loss Limit">Current P&L +$87.5K vs limit -$250K — <Badge tone="success">Well within</Badge></Callout>
</Card>

<Tabs>
<Tab title="Rebalance Portfolio">
<Card title="Portfolio Rebalancing" subtitle="Target weights vs current">
| Ticker | Current Weight | Target Weight | Drift | Action |
|---|---|---|---|---|
| AAPL | 14.2% | 12.0% | +2.2% | Trim 1,200 sh |
| MSFT | 10.6% | 10.0% | +0.6% | Trim 200 sh |
| NVDA | 6.3% | 5.0% | +1.3% | Trim 400 sh |
| GOOGL | 4.0% | 4.0% | 0.0% | — |
| AMZN | 2.8% | 3.0% | -0.2% | Add 150 sh |
| SPY | 17.2% | 20.0% | -2.8% | Add 1,600 sh |
| Cash | 2.1% | 5.0% | -2.9% | Raise cash |
<Form name="rebalance">
<Checkboxes label="Select legs to execute" options="AAPL -1,200 | MSFT -200 | NVDA -400 | AMZN +150 | SPY +1,600" value="AAPL -1,200 | MSFT -200 | NVDA -400 | AMZN +150 | SPY +1,600" />
<Button variant="primary" icon="rotate-cw">Execute Rebalance</Button>
<Button variant="secondary">Preview Orders</Button>
</Form>
</Card>
</Tab>

<Tab title="Place Order">
<Card title="New Order Ticket">
<Form name="order-ticket">
<Columns>
<Input label="Ticker" placeholder="AAPL" name="ticker" required="true" />
<Select label="Side" options="Buy | Sell | Sell Short | Buy to Cover" name="side" required="true" />
</Columns>
<Columns>
<Input label="Quantity" type="number" placeholder="100" name="qty" step="100" min="1" required="true" />
<Select label="Order Type" options="Market | Limit | Stop | Stop Limit" name="ordertype" required="true" />
</Columns>
<Columns>
<Input label="Limit Price" type="number" placeholder="178.50" name="limit" step="0.01" hint="Required for Limit/Stop Limit" />
<Input label="Stop Price" type="number" placeholder="175.00" name="stop" step="0.01" hint="Required for Stop/Stop Limit" />
</Columns>
<Columns>
<Select label="Time in Force" options="DAY | GTC | IOC | FOK" name="tif" value="DAY" />
<Select label="Account" options="Main Book | Prop Book | Client A | Client B" name="account" />
</Columns>
<Button variant="primary" icon="send">Submit Order</Button>
<Button variant="secondary">Validate</Button>
<Button variant="tertiary">Clear</Button>
</Form>
</Card>
</Tab>

<Tab title="Timeframe">
<Card title="Chart Timeframe" subtitle="Select default view for all charts">
<Radio label="Intraday" options="1m | 5m | 15m | 30m | 1h" value="15m" name="intraday" />
<Radio label="Daily+" options="1D | 1W | 1M | 3M | 6M | 1Y | YTD | ALL" value="1D" name="daily" />
<Button variant="primary">Apply to All Charts</Button>
<Button variant="secondary">Reset to Default</Button>
</Card>
</Tab>
</Tabs>

<FollowUps>
- Show me the full risk report with stress test results
- Generate the morning meeting packet for the team
- What's the overnight P&L attribution by strategy?
- Flag any positions with earnings in the next 5 days
</FollowUps>