Margin Management

Purpose

Monitor and manage margin-living strategy by tracking margin balances, interest costs, dividend coverage ratios, and portfolio-to-margin safety thresholds. Provides data-driven scaling recommendations based on strategy milestones.

Step 0: Refresh (sync-first, mandatory)

This skill reads margin facts from the local DB, and the DB is refreshed FIRST so it can never be stale. Follow the shared Sync-First + DB-Read pattern. Minimum for this skill (positions + balances into the balances table):

uv run python -m src.integrations.snaptrade.sync_db   # or: refresh_all

Completion criterion: the balances table carries this run's synced_at before any margin number is read.

When to Use