Intro to Margin Accounts

This article discusses the basics of margin account investing:
  • How a margin account works.
  • The requirements for margin accounts.
  • What Reg T Margin is.
  • The motivations behind federal margin account regulations.
  • Introduction to margin account terminology.

Portfolio Margin 101

This article introduces Portfolio Margin:
  • How to qualify for a portfolio margin account.
  • The genesis of portfolio margin regulations.
  • Risk-based margin systems.
  • A high-level overview of how Portfolio Margin works.

How Portfolio Margin Works

This article gets into the details of the Portfolio Margin methodology:
  • How the calculation is performed step-by-step.
  • What the stress test market moves are for each type of underlying. 
  • What the P&L offsets are for different indexes, ETFs, and stocks.