Margin call risk forecaster

Margin call risk

Our margin call risk forecaster lets you estimate a potential margin call on your portfolio line of credit. It shows how much of a margin call you could face if your portfolio’s value dropped by a chosen percentage.

To use the forecaster, move the slider to adjust the hypothetical drop and see the corresponding margin call amount. If the hypothetical drop in value results in a margin call, the forecaster will estimate the required cash deposit or the stock sale that could cover the margin call.

Note: This tool only applies to your portfolio line of credit and is not related to or applicable for long short direct indexing strategies. The forecaster provides information on what happens if your portfolio's value decreases on the specific day you use it. However, your portfolio value can change at any time, and your stock's margin requirement is also subject to change. Borrowing on margin increases your investing risk, including losing more than invested. You should read our margin disclosure before borrowing.