Does IBKR offer a report where I can see how option positions are grouped for margin purposes?

Q: Does IBKR offer a report where I can see how option positions are grouped for margin purposes?

VIEW MARGIN REPORTS Use the button above or follow the below procedure to review how option positions are grouped together for Portfolio Margin purposes by running a Margin Report: Log in to Client Portal Click on Performance & Reports followed by Other Reports Select Margin in the Report Type drop down, edit the date, and click Run Report Expand the Portfolio Margin Details section and then click on each " + " in the respective sections. For example, if the account holds US Index equity products click on the "+" next to "USIDX". You will see column headings for "Margin" or "Extreme" and the higher value in either column is the margin used for that day for those particular products. Margin Reports are generated as a daily account snapshot around 16:15 EST and will not be an accurate reflection of the real-time margin requirements for the following day during trading hours. More information on margin reports can be found in our Users' Guide. Please note, you can use the Preview Margin/Check Margin feature as a way to find out how much an account's margin requirements will change from opening or closing a position.

Question

Accepted Answer

VIEW MARGIN REPORTS

Use the button above or follow the below procedure to review how option positions are grouped together for Portfolio Margin purposes by running a Margin Report:

Log in to Client Portal
Click on Performance & Reports followed by Other Reports
Select Margin in the Report Type drop down, edit the date, and click Run Report
Expand the Portfolio Margin Details section and then click on each "+" in the respective sections. For example, if the account holds US Index equity products click on the "+" next to "USIDX". You will see column headings for "Margin" or "Extreme" and the higher value in either column is the margin used for that day for those particular products.

Margin Reports are generated as a daily account snapshot around 16:15 EST and will not be an accurate reflection of the real-time margin requirements for the following day during trading hours. More information on margin reports can be found in our Users' Guide.

Please note, you can use the Preview Margin/Check Margin feature as a way to find out how much an account's margin requirements will change from opening or closing a position.