You can monitor your margin values in real-time using several methods provided by Interactive Brokers (IBKR):
- Trader Workstation (TWS)/Mosaic Account Window:
- Access the Account Window in TWS or Mosaic
- View the Margin Requirements and Available for Trading sections
- For a detailed tutorial, watch the TWS/Mosaic Account Window tutorial
- IBKR Mobile:
- Open the Account screen
- Tap on the Margins or Funds tabs to view your margin information
- Margin Report:
- Create a daily snapshot of margin information broken down by position
- Access this feature in Client Portal
- For more information, refer to the Margin Reports guide
- Check Margin Impact feature:
- Preview how real-time margin requirements would change when opening or closing an order
- Available in TWS, Mosaic, and IBKR Mobile
- For detailed instructions, see:
- These tools provide you with various options to monitor your margin values in real-time, allowing you to stay informed about your account's margin status and make informed trading decisions.