Sterling OMS Admin Console

Symbol Margin Control

To view/edit the current Symbol Margin Controls for any symbol held by a Group:

1. Selecting Windows/Group/Symbol Margin Ctrl from the main menu opens the Symbol Margin Control window (shown below), where you can view/edit a list of current symbol margin controls for any Group.
2. Right-mouse click on any symbol line item to either Create, Edit or Delete Margin Ctrl line item.

   Upon clicking Create Margin Ctrl, a window appears where you can define margin requirements for a specific symbol in the selected Group, as shown below.

   

   Field Name	Description
   Group ID	Name of the Group (not editable).
   Symbol	The root product symbol to which the margin control applies. Note: Wild card “*” is not supported.
   Instrument	The instrument type. Values: Equities, Options
   Buy Margin %	The required margin, expressed as a percentage, for a buy (long) order or position of the specified symbol/instrument.
   Short Margin %	The required margin, expressed as a percentage, for a short order or position of the specified symbol/instrument.

3. When finished editing the settings click OK to save your changes.