Margin Monitor

Real Time Margin Calculations

All of the margin parameters of an account are calculated in real time based on real time securities pricing. House excess, buying power, and equity can be monitored throughout the day as they change with the market. You can see if the market is moving to cover a call or to widen it.

Holdings can be analyzed starting with a list of declining or advancing stocks, and their effect on portfolios can be traced down to individual accounts. For example, if a particular stock took a beating today on the market, you can immediately see which of your accounts have affected and to what degree.

Margin Clerk Task Automation

• A one-screen list of all accounts in calls with their today's calls and amounts due.
• Detailed margin picture of the account: required equity by position; margin type of each position, concentrated accounts; manual margin requirement overwrites. 
• Call history: when the call originated; how long the account has been in a call; how much money is due; how much was due on a particular day in the past.
• Margin cash flow history: which transactions triggered a call; which transactions covered the call and when.
• Call resolution recommendations: which positions and how many shares to sell to cover the call.
• Broker communications: notify a broker responsible for the account about its margin status with one button click; maintain a log of broker's communications; review a history of account notifications.

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