POSITIONS

Open positions with realised + unrealised P&L per leg.

1. STEP 01 / 04

   One row per open position

   Symbol, side, size, avg cost basis, current price, unrealised P&L ($ + %), today's realised P&L (closed portion), days held. Sign-aware tinting: winners green, losers Spark.

2. STEP 02 / 04

   Right-click row for actions

   Close All (full exit), Close Half (trim), Reverse (flip side), Bracket (add stop + target to existing position), Hedge (open inverse position in a correlated instrument).

3. STEP 03 / 04

   Concentration check

   Footer: portfolio gross exposure, net exposure, largest single-name % of total. Concentration > 20% in a single name = idiosyncratic-risk warning. > 60% gross = position size review.

4. STEP 04 / 04

   Pair with Account + Risk

   Type ACCT for cash + margin. Type RISK for portfolio analytics (VaR, Sharpe, beta-exposure). Three panels = your full risk-management surface.

   PaletteACCT