Portfolio Margin

Portfolio margin is an advanced margining system that evaluates risk across your entire portfolio rather than calculating margin for each position independently. This results in lower margin requirements for hedged or diversified portfolios.

How Portfolio Margin Works

Instead of requiring fixed percentages per position, portfolio margin uses risk-based models:

• Simulates how your portfolio would perform under various market scenarios
• Considers correlations and offsets between positions
• Hedged positions require significantly less margin
• Result: More capital efficiency for sophisticated traders

Example:

Standard Margin: Long 1 BTC ($50K margin) + Short 1 ETH ($15K margin) = $65K total margin Portfolio Margin: Since BTC and ETH are correlated, the net risk is lower → might require only $20K margin

Availability

Who Should Use Portfolio Margin?

• Traders running multiple offsetting positions
• Options traders with complex strategies
• Hedgers who want capital efficiency
• NOT beginners