IB and margin reports.

Discussion in 'Interactive Brokers' started by osho67, Mar 6, 2012.

  1. BobG

    BobG

    Surely you have some kind of description that offers more detail than you have provided so far?

    This is something that customers have good reason to want to understand. Normally, I can know that my well margined portfolio will still be well margined tomorrow morning, absent a large adverse market movement. If, however, the portfolio is on the verge of failing your unspecified concentration test, I could find myself undermargined and liquidated tomorrow without any change in my equity.

    (For example, suppose I'm long Apple and another $1 share price increase will cause it to become a concentrated position with an large but undislosed margin penalty.)

    I don't see any metrics on the margin report that allows me to see how close I am to failing the concentration test.
     
    #11     Mar 20, 2012