Live equity
The risk page reads the book, not yesterday's export.
Risk
See the book before the limit breaks.
Live equity, symbol exposure, and add / subtract from the risk page. The same account the CRM already knows.
On the desk
What risk can do without leaving the desk
Growth is allowed. Unwatched exposure is not.
Exposure
By symbol and by book, so a concentration is obvious.
Limits
Position and margin boundaries the desk agreed in advance.
Alerts
The cases that need a person, not another dashboard tile.
Add / subtract
Balance actions with the same discipline as the client ledger.
Prop rules
Challenge limits stay visible when the firm runs funded accounts.
Risk uses the live bridge.
Groups, leverage, and equity stay attached to the CRM identity.