margin-management

What problem does it solve?

Margin management requires consolidating Fidelity balance data, monitoring margin exposure, and triggering safety alerts; this skill automates the process, keeps metrics up to date, and guides scaling decisions.

Core Features & Use Cases

• Monitor Fidelity balances to compute margin balance, monthly interest, and portfolio-to-margin ratio
• Generate time-based scaling recommendations and safety alerts for large draws
• Integrate with the Margin Dashboard and Dividend Tracker to provide a complete view of risk and opportunities
• Use case: Import a Fidelity balances CSV, compute costs, and update the Margin Dashboard with a new entry

Quick Start

Load a Fidelity balances CSV into the Margin Dashboard and let the system compute margin balance, interest costs, coverage ratios, and scaling recommendations.