AccountSummaryTags

View as MarkdownOpen in Claude
FieldTypeDescription
AccountTypestring
NetLiquidationstring
TotalCashValuestringTotal cash including futures pnl
SettledCashstringFor cash accounts, this is the same as TotalCashValue
AccruedCashstringNet accrued interest
BuyingPowerstringThe maximum amount of marginable US stocks the account can buy
EquityWithLoanValuestringCash + stocks + bonds + mutual funds
PreviousDayEquityWithLoanValuestring
GrossPositionValuestringThe sum of the absolute value of all stock and equity option positions
ReqTEquitystring
ReqTMarginstring
SMAstringSpecial Memorandum Account
InitMarginReqstring
MaintMarginReqstring
AvailableFundsstring
ExcessLiquiditystring
CushionstringExcess liquidity as a percentage of net liquidation value
FullInitMarginReqstring
FullMaintMarginReqstring
FullAvailableFundsstring
FullExcessLiquiditystring
LookAheadNextChangestringTime when look-ahead values take effect
LookAheadInitMarginReqstring
LookAheadMaintMarginReqstring
LookAheadAvailableFundsstring
LookAheadExcessLiquiditystring
HighestSeveritystringA measure of how close the account is to liquidation
DayTradesRemainingstringThe Number of Open/Close trades one could do before Pattern Day Trading is detected; a value of “-1” means user can do unlimited day trades.
LeveragestringGrossPositionValue / NetLiquidation