Risk Management

Buying Power

Buying power determines how much an account can trade. Check it before placing orders:

POST /buying-power

Buying power is calculated from: (NetLiquidity - Requirement) * LeverageFactor

For Portfolio Margin accounts, the PmBpLeverageFactor (range 1.0-6.0, default 4.0) amplifies buying power.

Risk Monitoring

The risk monitoring system generates alerts when accounts breach configured thresholds:

GET /risk-monitoring-alerts

Admin users can configure risk monitoring rules, notifications, and risk profiles via the admin API.

Pre-Trade Rules

Pre-trade rules validate orders before submission. They check: buying power sufficiency, trading level permissions, symbol restrictions, and position limits. Violations return a 400 error with a specific error code.

Margin

Margin requirements vary by: security type (equity, options, fixed income), account type, and risk profile. The API returns current margin requirements as part of buying power calculations.