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Margin operations: calls, liquidation and Reg T v1.0.0

Use this resource to calculate and manage margin on an account

New

  • 577 downloads
  • 135 likes
  • 207 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install margin-lending-operations

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent calculates initial and maintenance margin, handles margin calls and forced liquidation, and reviews securities-backed credit lines. It also checks FINRA 4210 and Reg U requirements. You get detailed calculations and a call procedure.

Mostly picked by

Updated November 2, 2026

Card for the “Margin operations: calls, liquidation and Reg T” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: initial margin, buying power and maintenance margin
  • SKILL.md: margin calls, forced liquidation and securities-backed lines
  • references/examples.md: detailed worked examples

Good fit for

  • A client has received a margin call you need to handle
  • You are assessing eligibility for portfolio margin

Not for

    Tags

    • margin
    • Reg T
    • margin call
    • liquidation
    • brokerage

    About

    You say

    “Calculate the Reg T buying power of a client holding $50,000 of securities, with no margin call.”

    Card for the “Margin operations: calls, liquidation and Reg T” skill

    Skill published by joellewis under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to calculate and manage margin on an account
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/examples.md7.9 KB
    • SKILL.md20.6 KB

    Origin and licence

    Listed unmodified

    Author
    joellewis
    Source
    github.com/joellewis/finance_skills/tree/5c498eacf7057e31238c4c5a8012a1afe9ec7c8a/plugins/trading-operations/skills/margin-operations
    Licence
    MIT

    Notice

    « margin-operations » (joellewis, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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