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Set Margin Cushion Alerts

The Alerts window is composed of two sections. The first is the Conditions area, where you define the conditions which must be met to activate the alert. The second is the Actions area, where you define the action that will occur when the conditions are met. Create alerts based on price movement, time and date, trading volume or the state of your margin cushion. Alert actions include sending a notification such as a pop-up message on your trading screen, an email or a text message, or initiating an order, specifically a buy or sell order.

Margin Alerts

Margin Cushion alerts are based on the status of an IB-calculated "margin cushion" derived using current values from your account. You can find these values on the Account screen. The margin cushion is calculated as follows:

(Equity with Loan Value - Maintenance Margin)/Net Liquidation Value

To set a Margin Cushion alert

ClosedFrom Mosaic
ClosedFrom Classic TWS

Your alert conditions are described in the Preview box at the bottom right of the window.

Now specify the action(s) that the alert will trigger. You can select from email, SMS, pop-up message and audio alerts, and elect to have an order triggered.

Alerts Duration

Allow the alert to remain active even after it has triggered by selecting the "Repeatable" box.

By default, the alert will remain active until you cancel it. You can elect to have the alert remain active through a specific date and time by selecting Alert active until... and setting a date in the format YYYYMMDD hh:mm:ss.

If you want the condition(s) to be able to trigger outside regular trading hours, check the "Allow condition to be satisfied..." box.

Important Disclosures