# 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="Margin in Use" value="$3,210,400" change="42.3% of available" tone="warning" icon="wallet" />
<Stat label="Value at Risk (95%, 1D)" value="$187,200" change="1.46% of portfolio" tone="info" icon="shield" />
</Columns>

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<Card title="Positions" subtitle="12 active positions • 3 long, 9 short">
| Ticker | Side | Size | Entry | Current | Unrealized P&L | P&L % |
|---|---|---|---|---|---|---|
| AAPL | Long | 8,500 | $172.40 | $178.92 | +$55,420 | +3.78% |
| MSFT | Long | 4,200 | $318.50 | $324.10 | +$23,520 | +1.76% |
| NVDA | Long | 1,800 | $412.00 | $428.75 | +$30,150 | +4.06% |
| TSLA | Short | -3,500 | $248.30 | $241.80 | +$22,750 | +2.62% |
| META | Short | -2,100 | $295.00 | $289.40 | +$11,760 | +1.90% |
| AMZN | Short | -4,800 | $138.20 | $135.60 | +$12,480 | +1.88% |
| GOOGL | Short | -3,200 | $128.50 | $126.90 | +$5,120 | +1.25% |
| JPM | Short | -5,500 | $142.00 | $139.80 | +$12,100 | +1.55% |
| XOM | Short | -6,000 | $108.40 | $106.20 | +$13,200 | +2.03% |
| V | Short | -2,800 | $215.00 | $212.30 | +$7,560 | +1.26% |
| JNJ | Short | -3,000 | $162.00 | $159.70 | +$6,900 | +1.42% |
| WMT | Short | -4,000 | $155.00 | $153.20 | +$7,200 | +1.16% |
</Card>

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<Columns>
<Card title="Exposure by Sector">
<Chart type="donut" title="Sector Allocation" x="Sector" y="Exposure">
| Sector | Exposure |
|---|---|
| Technology | 38.2 |
| Financials | 18.5 |
| Consumer Discretionary | 14.3 |
| Energy | 11.2 |
| Healthcare | 9.8 |
| Industrials | 8.0 |
</Chart>
</Card>

<Card title="Today's Biggest Movers">
**Gainers**
| Ticker | Change | P&L |
|---|---|---|
| NVDA | +4.06% | +$30,150 |
| AAPL | +3.78% | +$55,420 |
| TSLA | +2.62% | +$22,750 |

**Losers**
| Ticker | Change | P&L |
|---|---|---|
| WMT | +1.16% | +$7,200 |
| V | +1.26% | +$7,560 |
| GOOGL | +1.25% | +$5,120 |
</Card>
</Columns>

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<Columns>
<Card title="Watchlist" subtitle="8 instruments monitored">
| Ticker | Last | Change | Volume | Notes |
|---|---|---|---|---|
| SPY | $438.20 | +0.42% | 42.1M | Core hedge |
| QQQ | $368.50 | +0.58% | 38.7M | Tech beta |
| IWM | $189.30 | +0.31% | 28.4M | Small cap |
| VIX | 14.85 | -2.10% | — | Vol gauge |
| DXY | 103.42 | -0.18% | — | USD index |
| TNX | 4.28% | +1.2bps | — | 10Y yield |
| GLD | $189.60 | +0.22% | 8.2M | Gold proxy |
| BTC-USD | $43,210 | +1.85% | 24.1B | Crypto beta |
</Card>

<Card title="Working Orders" subtitle="6 open orders">
| Ticket | Ticker | Side | Type | Qty | Limit/Stop | Status | TIF |
|---|---|---|---|---|---|---|---|
| #78421 | AAPL | Buy | Limit | 1,500 | $176.50 | Working | DAY |
| #78422 | MSFT | Buy | Limit | 800 | $320.00 | Working | DAY |
| #78423 | NVDA | Sell | Stop | 500 | $420.00 | Working | GTC |
| #78424 | TSLA | Buy to Cover | Limit | 1,000 | $238.00 | Working | DAY |
| #78425 | SPY | Sell | Stop | 2,000 | $435.00 | Working | GTC |
| #78426 | QQQ | Buy | Limit | 1,200 | $365.00 | Working | DAY |
</Card>
</Columns>

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<Card title="Market Headlines" subtitle="Sentiment scored -1.0 (bearish) to +1.0 (bullish)">
| Time | Headline | Source | Sentiment |
|---|---|---|---|
| 06:42 | Fed's Powell: "Inflation progress continues, but policy remains restrictive" | Reuters | -0.15 |
| 06:58 | Tech earnings beat estimates; AI capex guidance raised | Bloomberg | +0.72 |
| 07:15 | China PMI misses, stimulus expectations build | FT | +0.35 |
| 07:30 | Oil drops 2% on demand concerns, OPEC+ compliance | WSJ | -0.40 |
| 07:45 | Treasury yields slip ahead of CPI; curve steepens | Reuters | +0.20 |
| 08:00 | Retail sales preview: consumer resilience tested | Bloomberg | -0.10 |
</Card>

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<Card title="Economic Releases This Week">
| Date | Time (ET) | Event | Prior | Forecast | Importance |
|---|---|---|---|---|---|
| Mon | 08:30 | Empire State Mfg Index | -11.9 | -5.0 | ★★ |
| Tue | 08:30 | **CPI MoM / YoY** | 0.3% / 3.2% | 0.2% / 3.1% | ★★★ |
| Tue | 08:30 | Core CPI MoM / YoY | 0.3% / 4.0% | 0.3% / 3.9% | ★★★ |
| Wed | 08:30 | **PPI Final Demand** | 0.5% | 0.1% | ★★★ |
| Wed | 09:15 | Industrial Production | 0.3% | 0.2% | ★★ |
| Thu | 08:30 | Retail Sales | 0.6% | 0.3% | ★★★ |
| Thu | 08:30 | Initial Jobless Claims | 217K | 220K | ★★ |
| Thu | 09:15 | Philly Fed Mfg Index | 12.7 | 8.0 | ★★ |
| Fri | 08:30 | Building Permits / Housing Starts | 1.49M / 1.35M | 1.48M / 1.36M | ★★ |
| Fri | 10:00 | UMich Consumer Sentiment | 69.7 | 70.5 | ★★ |
</Card>

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<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 |
|---|---|
| Jan | 0.0 |
| Feb | -2.1 |
| Mar | -4.8 |
| Apr | -3.2 |
| May | -5.5 |
| Jun | -4.1 |
| Jul | -6.2 |
| Aug | -5.8 |
| Sep | -7.4 |
| Oct | -6.9 |
| Nov | -4.3 |
| Dec | -3.1 |
</Chart>
</Card>
</Columns>

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<Callout tone="warning" title="Risk Limits — Near Breach">
<Badge tone="warning">Gross Leverage: 1.87x / 2.0x limit (93.5%)</Badge>
<Badge tone="warning">Single Name Concentration: AAPL 8.2% / 10% limit</Badge>
<Badge tone="info">Sector Concentration: Tech 38.2% / 40% limit</Badge>
<Badge tone="neutral">Daily Loss Limit: -$87K / -$250K limit (34.8%)</Badge>
<Badge tone="neutral">VaR Utilization: $187K / $300K limit (62.3%)</Badge>
</Callout>

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<Card title="Portfolio Actions">
<Columns>
<Card title="Rebalance Portfolio" subtitle="Target weights vs current">
| Sector | Current | Target | Drift | Action |
|---|---|---|---|---|
| Technology | 38.2% | 35.0% | +3.2% | Reduce |
| Financials | 18.5% | 15.0% | +3.5% | Reduce |
| Consumer Disc. | 14.3% | 15.0% | -0.7% | — |
| Energy | 11.2% | 10.0% | +1.2% | Reduce |
| Healthcare | 9.8% | 12.0% | -2.2% | Add |
| Industrials | 8.0% | 13.0% | -5.0% | Add |
<Form name="rebalance">
<Button variant="primary" icon="rotate-cw">Execute Rebalance</Button>
<Button variant="secondary">Preview Orders</Button>
</Form>
</Card>

<Card title="Place Order" subtitle="Quick ticket">
<Form name="place-order">
<Input label="Ticker" placeholder="AAPL" required="true" />
<Select label="Side" options="Buy | Sell | Buy to Cover | Sell Short" required="true" />
<Input label="Quantity" type="number" placeholder="100" step="100" min="1" required="true" />
<Select label="Order Type" options="Market | Limit | Stop | Stop Limit" value="Limit" />
<Input label="Limit Price" type="number" placeholder="178.50" step="0.01" hint="Required for Limit/Stop Limit" />
<Select label="Time in Force" options="DAY | GTC | IOC | FOK" value="DAY" />
<Button variant="primary" icon="send">Submit Order</Button>
<Button variant="tertiary">Clear</Button>
</Form>
</Card>
</Columns>
</Card>

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<Card title="Timeframe">
<Select label="View Period" options="Intraday (1m) | Intraday (5m) | Intraday (15m) | Intraday (1h) | Daily | Weekly | Monthly" value="Daily" />
</Card>

<FollowUps>
- Show me the full risk report with stress tests
- Generate the morning call summary for the team
- Export positions to Excel for compliance
- Set alerts for risk limit breaches
</FollowUps>