# Trading Desk — Morning Workspace

<Columns>
<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="32.8% of available" tone="info" icon="currency-circle-dollar" />
</Columns>

<Columns>
<Card title="Positions" subtitle="12 active positions">
| Ticker | Size | Entry | Current | Unrealized P&L | P&L % |
|---|---:|---:|---:|---:|---:|
| AAPL | 15,000 | 182.40 | 189.25 | +$102,750 | +3.76% |
| MSFT | 8,500 | 398.10 | 412.80 | +$124,950 | +3.69% |
| NVDA | 3,200 | 875.00 | 918.40 | +$138,880 | +4.96% |
| GOOGL | 12,000 | 142.50 | 148.90 | +$76,800 | +4.49% |
| TSLA | -5,000 | 248.00 | 241.50 | +$32,500 | +2.62% |
| JPM | 20,000 | 185.00 | 191.20 | +$124,000 | +3.35% |
| XOM | 18,000 | 108.00 | 112.40 | +$79,200 | +4.07% |
| META | 4,500 | 485.00 | 502.30 | +$77,850 | +3.57% |
| AMZN | 9,000 | 168.00 | 174.50 | +$58,500 | +3.87% |
| UNH | 3,000 | 520.00 | 508.00 | -$36,000 | -2.31% |
| V | 6,000 | 265.00 | 271.80 | +$40,800 | +2.57% |
| JNJ | 7,500 | 162.00 | 158.50 | -$26,250 | -2.16% |
</Card>

<Card title="Exposure by Sector">
<Chart type="donut" title="Sector Allocation" x="Sector" y="Exposure">
| Sector | Exposure |
|---|---|
| Technology | 38.2 |
| Financials | 22.5 |
| Healthcare | 12.8 |
| Energy | 9.4 |
| Consumer Disc | 8.1 |
| Industrials | 5.3 |
| Materials | 3.7 |
</Chart>
</Card>
</Columns>

<Columns>
<Card title="Today's Biggest Movers">
**Gainers**
| Ticker | Change | Volume |
|---|---:|---:|
| NVDA | +4.96% | 42.1M |
| GOOGL | +4.49% | 28.3M |
| AMZN | +3.87% | 31.7M |
| AAPL | +3.76% | 58.2M |
| MSFT | +3.69% | 24.8M |

**Losers**
| Ticker | Change | Volume |
|---|---:|---:|
| UNH | -2.31% | 4.2M |
| JNJ | -2.16% | 5.8M |
| PFE | -1.84% | 12.1M |
| CVX | -1.42% | 8.9M |
| KO | -0.98% | 15.3M |
</Card>

<Card title="Watchlist" subtitle="8 instruments monitored">
| Ticker | Last | Change | Bid | Ask | Spread |
|---|---:|---:|---:|---:|---:|
| SPY | 524.80 | +0.82% | 524.78 | 524.81 | 0.03 |
| QQQ | 458.20 | +1.15% | 458.18 | 458.22 | 0.04 |
| IWM | 208.45 | +0.67% | 208.43 | 208.47 | 0.04 |
| VIX | 14.85 | -5.20% | 14.83 | 14.87 | 0.04 |
| DXY | 104.20 | -0.31% | 104.18 | 104.22 | 0.04 |
| TNX | 4.28 | +0.02 | 4.27 | 4.29 | 0.02 |
| GLD | 234.50 | +0.45% | 234.48 | 234.52 | 0.04 |
| BTC-USD | 67,840 | +2.10% | 67,820 | 67,860 | 40 |
</Card>
</Columns>

<Columns>
<Card title="Working Orders" subtitle="6 open orders">
| Order ID | Ticker | Side | Type | Qty | Limit/Stop | Status | TIF |
|---|---|---|---|---:|---:|---|---|
| ORD-8842 | AAPL | Buy | Limit | 2,000 | 187.50 | Working | DAY |
| ORD-8843 | MSFT | Buy | Limit | 1,500 | 408.00 | Working | DAY |
| ORD-8844 | TSLA | Sell | Stop | 3,000 | 238.00 | Working | GTC |
| ORD-8845 | NVDA | Buy | Limit | 500 | 895.00 | Partial | DAY |
| ORD-8846 | JPM | Sell | Limit | 2,500 | 195.00 | Working | DAY |
| ORD-8847 | SPY | Buy | Stop | 10,000 | 526.00 | Working | DAY |
</Card>

<Card title="Risk Limits — Near Breach">
<Callout tone="warning" title="Position Concentration">AAPL at 22.1% (limit 25%) — $372K to limit</Callout>
<Callout tone="warning" title="Sector Concentration">Technology at 38.2% (limit 40%) — $234K to limit</Callout>
<Callout tone="info" title="Daily Loss Limit">Current P&L +$87.5K (limit -$500K) — $587.5K buffer</Callout>
<Callout tone="info" title="Margin Utilization">32.8% used (limit 70%) — $4.8M available</Callout>
<Callout tone="success" title="VaR Limit">$312.4K (limit $500K) — $187.6K buffer</Callout>
<Callout tone="success" title="Leverage Ratio">1.42x (limit 2.0x) — 0.58x headroom</Callout>
</Card>
</Columns>

<Columns>
<Card title="Market Headlines" subtitle="Latest with sentiment">
| Time | Headline | Source | Sentiment |
|---|---|---|---|
| 06:42 | Fed's Powell: Rate cuts still on table for 2024 | Reuters | <Badge tone="success">Positive</Badge> |
| 06:35 | Tech earnings beat estimates across board | Bloomberg | <Badge tone="success">Positive</Badge> |
| 06:28 | Oil drops 2% on demand concerns | WSJ | <Badge tone="danger">Negative</Badge> |
| 06:15 | China PMI beats, stimulus hopes rise | FT | <Badge tone="success">Positive</Badge> |
| 06:08 | Treasury yields slip ahead of CPI | Reuters | <Badge tone="info">Neutral</Badge> |
| 05:55 | EU inflation cools to 2.4% | Bloomberg | <Badge tone="success">Positive</Badge> |
</Card>

<Card title="Economic Releases This Week">
| Date | Time (ET) | Event | Prior | Forecast | Importance |
|---|---:|---|---:|---:|---|
| Mon | 08:30 | Core CPI MoM | 0.3% | 0.3% | <Badge tone="danger">High</Badge> |
| Mon | 08:30 | CPI YoY | 3.4% | 3.3% | <Badge tone="danger">High</Badge> |
| Tue | 08:30 | PPI Final Demand MoM | 0.6% | 0.3% | <Badge tone="warning">Med</Badge> |
| Tue | 09:15 | Industrial Production MoM | 0.1% | 0.2% | <Badge tone="info">Low</Badge> |
| Wed | 08:30 | Retail Sales MoM | 0.7% | 0.4% | <Badge tone="danger">High</Badge> |
| Wed | 14:00 | FOMC Minutes | — | — | <Badge tone="danger">High</Badge> |
| Thu | 08:30 | Initial Jobless Claims | 212K | 215K | <Badge tone="warning">Med</Badge> |
| Thu | 08:30 | Philly Fed Mfg Index | 3.2 | 5.0 | <Badge tone="info">Low</Badge> |
| Fri | 08:30 | Building Permits MoM | 1.5% | 1.0% | <Badge tone="info">Low</Badge> |
| Fri | 10:00 | Consumer Sentiment | 79.4 | 80.0 | <Badge tone="warning">Med</Badge> |
</Card>
</Columns>

<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 | 15.8 |
| Fixed Income Arb | 6.5 |
| Commodity Trend | -3.2 |
| Volatility | 22.1 |
| Multi-Strategy | 14.3 |
</Chart>
</Card>

<Card title="Drawdown — Past 12 Months">
<Chart type="area" title="Portfolio Drawdown" x="Month" y="Drawdown %">
| Month | Drawdown |
|---|---|
| Jan | 0.0 |
| Feb | -2.1 |
| Mar | -4.8 |
| Apr | -3.2 |
| May | -1.5 |
| Jun | 0.0 |
| Jul | -1.8 |
| Aug | -5.4 |
| Sep | -3.9 |
| Oct | -2.2 |
| Nov | -0.8 |
| Dec | 0.0 |
</Chart>
</Card>
</Columns>

<Card title="Actions">
<Columns>
<Form name="rebalance-form">
<Input label="Target Portfolio" name="target" placeholder="Enter model portfolio name or upload CSV" hint="Select from saved models or paste CSV" />
<Select label="Rebalance Method" name="method" options="Proportional | Cash-neutral | Risk-parity | Custom weights" placeholder="Choose method" />
<Checkboxes label="Constraints" name="constraints" options="Max position 10% | Max sector 30% | Min liquidity 20% | No new shorts" value="Max position 10% | Max sector 30%" />
<Button variant="primary" icon="rotate-ccw">Generate Rebalance Orders</Button>
<Button variant="secondary">Preview Impact</Button>
</Form>

<Form name="order-form">
<Input label="Ticker" name="ticker" placeholder="AAPL" required="true" />
<Radio label="Side" name="side" options="Buy | Sell" value="Buy" required="true" />
<Input label="Quantity" name="qty" type="number" placeholder="100" step="100" min="1" required="true" />
<Select label="Order Type" name="ordertype" options="Market | Limit | Stop | Stop-Limit" value="Limit" />
<Input label="Limit Price" name="limit" type="number" placeholder="189.25" step="0.01" hint="Required for Limit/Stop-Limit" />
<Input label="Stop Price" name="stop" type="number" placeholder="185.00" step="0.01" hint="Required for Stop/Stop-Limit" />
<Select label="TIF" name="tif" options="DAY | GTC | IOC | FOK" value="DAY" />
<Button variant="primary" icon="send">Submit Order</Button>
<Button variant="tertiary">Clear</Button>
</Form>
</Columns>
</Card>

<Card title="Timeframe">
<Tabs>
<Tab title="Intraday (1m)">
<Badge tone="info">Active</Badge> — 1-minute bars, real-time updates
</Tab>
<Tab title="Intraday (5m)">
5-minute bars, real-time updates
</Tab>
<Tab title="Intraday (15m)">
15-minute bars, real-time updates
</Tab>
<Tab title="Daily">
Daily bars, EOD snapshots
</Tab>
<Tab title="Weekly">
Weekly bars, Sunday close
</Tab>
<Tab title="Monthly">
Monthly bars, month-end close
</Tab>
</Tabs>
</Card>

<FollowUps>
- Show me the full risk report with stress test scenarios
- Export today's P&L attribution by strategy
- Set up alerts for when AAPL hits $187.50 limit
- Review overnight futures and Asian session recap
</FollowUps>