Portfolio workspace

Positions + Orders + Account, Correlation, Risk Dashboard + Short Interest

Use it when: End of day, or any time the question is about the book rather than a trade.

• Preset strip under the menu bar — one click applies the whole layout. A checkmark tracks which preset is active.
• Or ask for it: show me the portfolio.
• Every panel can be re-pointed at another symbol from its own header, and anything missing is one add <name> away.

• 1. Positions, orders and account together — exposure before P&L.
• 2. The correlation matrix next: this is the panel that tells you whether six positions are really one position.
• 3. Risk dashboard and short interest last.

The tell: Correlated longs are a single concentrated bet wearing a diversified costume. That matrix is the reason this desk exists.

6 panels, read straight from the preset definition in the desktop build:

• Account
• Correlation Matrix
• Orders
• Positions
• Risk Dashboard
• Short Interest

• All workspace presets — how docking, link groups and saved layouts work.
• Panel reference — what each panel shows, column by column.