Portfolio Margin

Complex strategies deserve intelligent margin—risk-based calculations that evaluate your portfolio as a whole, not position by position.

Built for Serious Trading

Risk Analysis

Test hypothetical scenarios, including changes in price and IV. Our tools are designed to help traders understand potential portfolio exposures under different market assumptions.

Up to 6.7:1 Leverage

Margin requirements are determined using a risk-based methodology, resulting in up to 6.7:1 in certain circumstances, compared to 2:1 with a Reg-T account.

tastytrade risk analysis tool

Active Trader

Place, adjust, or cancel orders directly from the Active Trader ladder, which provides an interactive view of the market with streamlined order entry and position management. 

Customer Support

The brains behind our risk models are your trade support—right there with you from end-to-end.

START YOUR TRADING JOURNEY

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Eligibility Requirements

Portfolio Margin accounts are required to fund with at least $125,000 to have Portfolio Margin activated and must maintain an account value in the securities account of at least $100,000 to keep Portfolio Margin active. Learn more about eligibility and how to avoid the downgrade process.

How to Enable PM

Access up to 6.7:1 leverage with tastytrade portfolio margin. Learn how to apply for portfolio margin for potentially increased buying power and smart risk management tools.

Trading in a Portfolio Margin account is not suitable for all investors as the increased leverage can result in significant losses in the event of adverse market movements, up to or greater than the amount of your original investment. You are solely responsible for carefully considering the risks involved and determining whether trading in a Portfolio Margin account is appropriate for you based on your personal circumstances as the information presented does not take into account your particular investment experience or objective, financial condition, risk tolerance, or other considerations. Please read the Portfolio Margining Risk Disclosure Statement at tastytrade.com/disclosures before determining if trading in a Portfolio Margin account is appropriate for you.

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tastytrade, Inc. (“tastytrade”) does not provide investment, tax, or legal advice. Symbols used for illustrative purposes only. tastytrade’s website and brokerage services are not intended for persons of any jurisdiction where tastytrade is not authorized to do business or where such products and other services offered by the tastytrade would be contrary to the securities regulations, futures regulations or other local laws and regulations of that jurisdiction. Options involve risk and are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially significant losses. Please read Characteristics and Risks of Standardized Options before deciding to invest in options.

Futures accounts are not protected by the Securities Investor Protection Corporation (SIPC). All customer futures accounts’ positions and cash balances are segregated by Apex Clearing Corporation. Futures and futures options trading is speculative and is not suitable for all investors. Please read the Futures & Exchange-Traded Options Risk Disclosure Statement prior to trading futures products.

Cryptocurrency transaction and custody services are powered by Zero Hash LLC and Zero Hash Liquidity Services LLC. Cryptocurrency assets are held and custodied by Zero Hash LLC, not tastytrade. Zero Hash LLC and Zero Hash Liquidity Services are licensed to engage in Virtual Currency Business Activity by the New York State Department of Financial Services. Cryptocurrency assets are not subject to Federal Deposit Insurance Corporation (FDIC) or Securities Investor Protection Corporation (SIPC) coverage. Cryptocurrency trading is not suitable for all investors due to the number of risks involved. The value of any cryptocurrency, including digital assets pegged to fiat currency, commodities, or any other asset, may go to zero.

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