The SEC's approval of Portfolio Margin has had a profound impact on the trading strategies available to retail investors. This site is dedicated to educating investors on Portfolio Margin and the opportunities it creates.  

List of Brokers offering Portfolio Margin

Which on-line brokers offer Portfolio Margin? 
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Broker Margin Rate Comparison

Margin rates differ significantly between different brokers.
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Portfolio Margin FAQs

What is Portfolio Margin? Who can qualify? What are the margin requirements for equities? 
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Intro to Margin Accounts

Borrowing to buy securities represents both an opportunity as well as a risk and it's not for everybody. This article covers the background and basics of margin accounts.   Read more...

Portfolio Margin 101

Significantly higher levels of leverage can be achieved with Portfolio Margin rules compared to Reg T rules. This article covers the basics of Portfolio Margin.   Read more.... 

Margin Calculators

Determining the margin for complicated options positions can be...well...complicated. Here you will find links to easy to use margin calculators for both traditional Reg-T and Portfolio Margin.   Read more...

How Portfolio Margin Works

How exactly is Portfolio Margin calculated? This article covers the nuts and bolts of the calculations.
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Portfolio Margin Stress Test Moves

The calculation of Portfolio Margin involves stressing the underlyings in the portfolio. The size of the move depends on the type of underlying.
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P&L Offsets

Portfolio Margin allows for similar underlyings to act as hedges to each other.  This table shows which indexes and ETFs Portfolio Margin allows P&L offsets on.
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