This is where your assumptions are incorrect. The actual margin required for changes in positions (buy or sell) depends on an account level risk model that you do not know all parameters of and that you will not be able to rebuild.
The information from the instrument description page you mentioned describes only a very small portion of the model, and for US stocks it always says the same:
- Initial (long) 25.00 %
- Maintenance (long) 25.00 %
- Initial (short) 30.00 %
- Maintenance (short) 30.00 %
So you'd need no API call if you think you can determine your margin requirements from those constant percentages.
That TWS screen has a "More" link that points to various margin related resources at IBKR. It also mentions the ability in TWS to monitor your real time margin requirements with the "check margin" feature, which happens to be identical to placing a WhatIf order through the API.
Keep in mind that our group has not designed the API nor can we make any changes to it. We can help each other with experience and advice about how to use it. If you do not like our advice and the current API "WhatIf" order placement feature, you need to continue your discussion directly with IBKR.
闯ü谤驳别苍
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On Sun, Nov 24, 2024 at 02:38 AM, ?kos Maróy wrote:
I don't think that it is counter-intuitive. Whether an order would go through may depend on many parameters. For example what other positions are already in your portfolio, and how much free cash you have available. Besides the size of the intended order. The margin required is therefore depending on the situation and can only be analyzed by submitting a "what-if order".
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yes, and all this information is available before entering the trade, and I should be able to deduct the result myself, without a 'what if' order. ideally for example based on values in accountSummary(), such as?AvailableFunds-S
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