margin-operations

SKILLWorkflowcommunity
v0.0.0JoelLewisMITUpdated 29d agoSource →

Guide margin lending, margin requirements, and margin call operations for brokerage and advisory accounts. Use when calculating Reg T initial margin or buying power, determining maintenance margin or house requirements, evaluating portfolio margin eligibility under OCC TIMS, generating or resolving

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29d agoLast update
Skill
AuthorJoelLewis
Version0.0.0
LicenseMIT
CategoryWorkflow
Formatsskill.md
PromptNot published
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About

Guide margin lending, margin requirements, and margin call operations for brokerage and advisory accounts. Use when calculating Reg T initial margin or buying power, determining maintenance margin or house requirements, evaluating portfolio margin eligibility under OCC TIMS, generating or resolving margin calls (fed call, house call, exchange call, day-trade call), designing forced liquidation wat

Keywords
skillclaude