# Trading Desk — Morning Workspace

<Columns>
<Stat label="Portfolio Value" value="$12,847,320" change="+$234,180 (1.85%)" tone="success" icon="currency-circle" />
<Stat label="P&L Today" value="+$87,450" change="+0.68% vs open" tone="success" icon="chart-line-up" />
<Stat label="Margin in Use" value="$3,210,400" change="42.3% of available" tone="info" icon="wallet" />
<Stat label="Value at Risk (95%, 1D)" value="$184,200" change="1.43% of portfolio" tone="warning" icon="shield-warning" />
</Columns>

<Card title="Positions" subtitle="12 active positions • 3 sectors">
| Ticker | Size | Entry | Current | Unrealized P&L | P&L % |
|---|---|---|---|---|---|
| AAPL | 8,500 | $172.40 | $178.92 | +$55,420 | +3.78% |
| MSFT | 4,200 | $318.50 | $324.10 | +$23,520 | +1.76% |
| NVDA | 1,800 | $425.00 | $452.30 | +$49,140 | +6.42% |
| GOOGL | 3,100 | $138.20 | $135.80 | -$7,440 | -1.74% |
| AMZN | 2,400 | $142.60 | $146.20 | +$8,640 | +2.52% |
| TSLA | 1,200 | $248.90 | $241.50 | -$8,880 | -2.97% |
| JPM | 5,500 | $155.30 | $158.70 | +$18,700 | +2.19% |
| XOM | 4,800 | $108.40 | $112.10 | +$17,760 | +3.41% |
| JNJ | 2,200 | $162.80 | $160.40 | -$5,280 | -1.47% |
| V | 1,600 | $235.10 | $239.80 | +$7,520 | +2.00% |
| PG | 3,000 | $148.90 | $149.20 | +$900 | +0.20% |
| DIS | 2,500 | $92.40 | $89.60 | -$7,000 | -3.03% |
</Card>

<Columns>
<Card title="Exposure by Sector">
<Chart type="donut" title="Sector Allocation" x="Sector" y="Value">
| Sector | Value |
|---|---|
| Technology | 4,820,000 |
| Financials | 2,140,000 |
| Energy | 1,080,000 |
| Healthcare | 1,020,000 |
| Consumer Staples | 980,000 |
| Consumer Discretionary | 890,000 |
| Communication | 740,000 |
| Industrials | 620,000 |
| Materials | 380,000 |
| Utilities | 177,320 |
</Chart>
</Card>

<Card title="Today's Biggest Movers">
**Gainers**
| Ticker | Change | Current |
|---|---|---|
| NVDA | +6.42% | $452.30 |
| XOM | +3.41% | $112.10 |
| AAPL | +3.78% | $178.92 |
| V | +2.00% | $239.80 |
| JPM | +2.19% | $158.70 |

**Losers**
| Ticker | Change | Current |
|---|---|---|
| DIS | -3.03% | $89.60 |
| TSLA | -2.97% | $241.50 |
| GOOGL | -1.74% | $135.80 |
| JNJ | -1.47% | $160.40 |
| PG | +0.20% | $149.20 |
</Card>
</Columns>

<Columns>
<Card title="Watchlist" subtitle="8 instruments monitored">
| Ticker | Price | Change | Spread | Notes |
|---|---|---|---|---|
| META | $312.45 | +1.2% | $0.02 | Earnings Thu |
| AMD | $142.80 | -0.8% | $0.03 | AI event Fri |
| CRM | $228.90 | +0.4% | $0.01 | — |
| INTC | $34.20 | -1.1% | $0.02 | Foundry news |
| BAC | $38.75 | +0.6% | $0.01 | — |
| CVX | $156.30 | +1.8% | $0.02 | OPEC+ meet |
| UNH | $498.20 | -0.3% | $0.04 | — |
| HD | $324.60 | +0.9% | $0.02 | Housing data |
</Card>

<Card title="Working Orders" subtitle="5 open orders">
| Order ID | Ticker | Side | Qty | Type | Limit/Stop | Status | TIF |
|---|---|---|---|---|---|---|---|
| #88421 | META | Buy | 500 | Limit | $310.00 | Working | DAY |
| #88422 | AMD | Buy | 800 | Limit | $140.00 | Working | GTC |
| #88423 | TSLA | Sell | 300 | Stop | $238.00 | Working | DAY |
| #88424 | INTC | Buy | 2,000 | Limit | $33.50 | Partial | GTC |
| #88425 | BAC | Sell | 1,000 | Limit | $39.50 | Working | DAY |
</Card>
</Columns>

<Columns>
<Card title="Market Headlines" subtitle="Sentiment scored -1.0 to +1.0">
| Time | Headline | Source | Sentiment |
|---|---|---|---|
| 06:42 | Fed holds rates steady, signals one more hike this year | Reuters | -0.3 |
| 07:15 | Tech earnings beat expectations, AI demand cited | Bloomberg | +0.7 |
| 07:30 | Oil jumps 3% on OPEC+ supply cut extension | WSJ | +0.5 |
| 07:48 | China PMI misses, stimulus hopes rise | FT | -0.2 |
| 08:05 | Treasury yields climb, 10Y at 4.62% | CNBC | -0.4 |
| 08:12 | Retail sales beat, consumer resilience noted | AP | +0.4 |
</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 | 9.58M | 9.50M | Medium |
| Wed | 08:15 | ADP Employment Change | 177K | 170K | High |
| Wed | 10:00 | ISM Services PMI | 52.7 | 52.5 | High |
| Thu | 08:30 | Initial Jobless Claims | 218K | 220K | Medium |
| Thu | 08:30 | CPI MoM | 0.4% | 0.3% | Critical |
| Fri | 08:30 | Nonfarm Payrolls | 187K | 170K | Critical |
| Fri | 10:00 | Consumer Sentiment | 67.7 | 67.0 | Medium |
</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 | 7.8 |
| Fixed Income Relative Value | 5.4 |
| Commodity Trend | -2.1 |
| Volatility Arb | 3.6 |
| Crypto Market Neutral | 15.3 |
</Chart>
</Card>

<Card title="Portfolio Drawdown (Past 12 Months)">
<Chart type="area" title="Drawdown %" x="Month" y="Drawdown">
| Month | Drawdown |
|---|---|
| Jan | 0.0 |
| Feb | -2.1 |
| Mar | -4.8 |
| Apr | -3.2 |
| May | -5.6 |
| Jun | -3.9 |
| Jul | -6.2 |
| Aug | -4.1 |
| Sep | -7.4 |
| Oct | -5.8 |
| Nov | -3.3 |
| Dec | -1.9 |
</Chart>
</Card>
</Columns>

<Card title="Risk Limits — Near Breach">
<Columns>
<Progress label="Gross Leverage" value="1.82" max="2.0" tone="warning" />
<Progress label="Single Name Concentration (NVDA)" value="6.8%" max="8.0%" tone="info" />
<Progress label="Sector Concentration (Tech)" value="37.5%" max="40.0%" tone="warning" />
<Progress label="VaR Utilization" value="87.4%" max="100%" tone="warning" />
<Progress label="Daily Loss Limit" value="42.1%" max="100%" tone="success" />
<Progress label="Margin Utilization" value="42.3%" max="80%" tone="success" />
</Columns>
<Callout tone="warning" title="Attention Required">Gross leverage at 1.82x (91% of limit). Tech sector concentration at 37.5% (94% of limit). Consider reducing NVDA or adding hedges before afternoon session.</Callout>
</Card>

<Card title="Rebalance Portfolio">
<Columns>
<Select label="Target Model" options="Current (Custom) | Balanced 60/40 | Growth 80/20 | Conservative 40/60 | Risk Parity | Sector Neutral" placeholder="Select target allocation" />
<Input label="Cash Buffer %" type="number" placeholder="5" value="5" min="0" max="20" step="1" hint="Cash to retain after rebalance" />
<Checkboxes label="Constraints" options="Tax-aware (minimize realized gains) | Max 5% per name | Max 30% per sector | No new shorts | ESG screen" value="Tax-aware (minimize realized gains) | Max 5% per name | Max 30% per sector" />
</Columns>
<Button variant="primary" icon="rotate-cw">Generate Rebalance Orders</Button>
<Button variant="secondary" icon="eye">Preview Trades</Button>
<Button variant="tertiary">Cancel</Button>
</Card>

<Card title="Place Order">
<Form name="place-order">
<Columns>
<Input label="Ticker" placeholder="AAPL" value="AAPL" required="true" />
<Select label="Side" options="Buy | Sell | Sell Short | Buy to Cover" value="Buy" required="true" />
<Input label="Quantity" type="number" placeholder="100" value="100" min="1" step="100" required="true" />
</Columns>
<Columns>
<Select label="Order Type" options="Market | Limit | Stop | Stop Limit | Trailing Stop" value="Limit" required="true" />
<Input label="Limit Price" type="number" placeholder="178.50" value="178.50" step="0.01" min="0.01" hint="Required for Limit/Stop Limit" />
<Input label="Stop Price" type="number" placeholder="175.00" step="0.01" min="0.01" hint="Required for Stop/Stop Limit" />
</Columns>
<Columns>
<Select label="Time in Force" options="DAY | GTC | OPG | IOC | FOK" value="DAY" required="true" />
<Select label="Account" options="Main Book | Prop Book A | Prop Book B | Client Omnibus" value="Main Book" required="true" />
<Switch label="Algo Execution" name="algo" value="false" hint="Use VWAP/TWAP for large orders" />
</Columns>
<Button variant="primary" icon="send">Submit Order</Button>
<Button variant="secondary" icon="calculator">Estimate Impact</Button>
<Button variant="tertiary">Clear</Button>
</Form>
</Card>

<Card title="Timeframe">
<Columns>
<Radio label="Chart Timeframe" options="Intraday (1m) | Intraday (5m) | Intraday (15m) | Intraday (1h) | Daily | Weekly | Monthly" value="Intraday (15m)" />
<Radio label="P&L Window" options="Today | MTD | QTD | YTD | Rolling 1M | Rolling 3M | Rolling 12M" value="Today" />
<Radio label="Risk Horizon" options="1 Day | 5 Days | 10 Days | 1 Month | 3 Months" value="1 Day" />
</Columns>
</Card>

<FollowUps>
- Show me the full order blotter for today
- Run a stress test on the current portfolio
- Generate the morning risk report PDF
- What's the overnight gap risk for each position?
- Show correlation matrix for top 10 positions
</FollowUps>