1Portfolio / holdings page — three directions
1aTerminal — dense Bloomberg-style, mono-heavy, sortable
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Portfolio · Main Margin Acct ····4471
{{ pv }} {{ dayStr }} ({{ dayPctStr }}) today
Total P&L
{{ totStr }}
{{ totPctStr }}
Unrealized
{{ unrealStr }}
{{ unrealPctStr }}
Realized YTD
{{ realStr }}
closed trades
Cash / BP
{{ cashStr }}
settled
Positions
{{ posCount }}
{{ optCount }} options · {{ eqCount }} equity
Account Equity
{{ aCurve }}
SYMBOL{{ aCaret.sym }} TYPE QTY AVG LAST MKT VAL{{ aCaret.mkt }} DAY{{ aCaret.day }} 5D UNREAL P&L{{ aCaret.unreal }} {{ p.sym }}
{{ p.sub }}
 {{ p.typeLabel }} {{ p.qty }} {{ p.avg }} {{ p.last }} {{ p.mkt }} {{ p.dayPct }} {{ p.spark }}
{{ p.unreal }}
{{ p.unrealPct }}
{{ aClosedTable }}
Allocation by Holding
{{ a.sym }}{{ a.pct }}
Realized vs Unrealized
■ Unrealized{{ unrealStr }}
■ Realized YTD{{ realStr }}
👑 Flow signal on your book
Golden sweep detected on META — matches your open $600C. View flow →
1bBalanced — stat cards, big equity curve, expandable rows + donut
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Portfolio
Main Margin Account ····4471
Portfolio Value
{{ pv }}
{{ dayStr }} ({{ dayPctStr }}) today
Total Gain
{{ totStr }}
{{ totPctStr }} all-time
Unrealized
{{ unrealStr }}
{{ unrealPctStr }} open
Cash / Buying Power
{{ cashStr }}
Realized YTD {{ realStr }}
Equity Curve
{{ bRangeGain }}
{{ bCurve }}
Allocation
{{ bDonut }}
Invested{{ investedStr }}
{{ a.sym }} {{ a.pct }}
Click a row to expand detail
HOLDING QTY MKT VALUE TODAY TREND TOTAL P&L
›
{{ p.sym }}{{ p.typeLabel }}
{{ p.name }}
 {{ p.qty }} {{ p.mkt }} {{ p.dayPct }} {{ p.spark }}
{{ p.unreal }}
{{ p.unrealPct }}
{{ d.k }}
{{ d.v }}
{{ bClosedTable }}
1cAiry — big hero number, list rows, generous whitespace
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Total Portfolio Value
{{ pv }}
▲ {{ dayStr }} {{ dayPctStr }} today
{{ cCurve }}
Unrealized
{{ unrealStr }}
{{ unrealPctStr }} on open positions
Realized YTD
{{ realStr }}
across {{ closedCount }} closed trades
Allocationby sector
{{ s.label }} {{ s.pct }}
{{ p.icon }}
{{ p.sym }}{{ p.typeLabel }}
{{ p.qtyName }}
{{ p.spark }}
{{ p.mkt }}
{{ p.unreal }} · {{ p.unrealPct }}

Try next: "expand 1a to a full page with a left sidebar nav" · "merge the donut from 1b into 1a" · "make 1c a mobile screen" · "add a positions detail drawer"