Margin Operations
This walks you through margin calculations and operations for brokerage accounts, covering both the regulatory requirements (Reg T initial margin, FINRA maintenance rules) and practical mechanics like SMA calculations, buying power, and margin call procedures. Use it when you're building margin systems, need to understand the difference between fed calls and house calls, or want to figure out portfolio margin eligibility under OCC TIMS. It covers the full spectrum from basic 50% initial requirements through complex portfolio margin stress scenarios and forced liquidation waterfalls. The detail on pattern day trader rules and concentrated position margin is solid if you're dealing with active trading accounts or risk management workflows.
- skills.sh installs
- 702
- GitHub stars
- 224
- last updated
- Aug 21, 2026
Install
$ npx -y skills add joellewis/finance_skills --skill margin-operations --agent claude-codeInstalls into .claude/skills of the current project.
Files
Margin Operations
Core Concepts
Regulation T Initial Margin
The Federal Reserve's Regulation T establishes the initial margin requirement for purchasing securities on credit. Key provisions:
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- Repository
- github.com/joellewis/finance_skills
- Categories
- Documentation, Finance & Trading
- First seen
- Jun 3, 2026
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- Corporate Actions693
- Fixed Income Municipal693
- Reference Data692
- Crm Client Lifecycle691
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- Advisor Dashboards690
- Gips Compliance689
- Integration Patterns688
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- Stp Automation686
- Client Disclosures685
- Client Reporting Delivery685
- Proposal Generation684
- Conflicts Of Interest682
- Sales Practices680
- Fee Disclosure679
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