• All Files

 

Real-time Margin Monitoring

Use real-time margin monitoring to see your current margin requirements at a glance, and to understand the margin implications of any transaction before you transmit an order. The Account window shows your account details, including the current market value and portfolio. Use the Margin Requirements and Trading Limits section to monitor your margin.

You can also see the margin impact for a single order using the right-click Preview Order command from an order line on the trading window. An example of the Order Preview window is shown below.

To preview margin impact

1. Use the right-click menu from an order line to select Check Margin.
2. View the order details before you transmit, including commissions, margin impact and the order description.
3. Click Transmit to send the order from the Preview window, or Close to modify before sending.

This feature is valid only for single-account orders. It does not work for allocated orders.