margin-management
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.
When to Use
Use this skill when:
- Importing new Fidelity balances CSV
- Updating margin balance or interest rate
- Calculating coverage ratio (dividends ÷ interest)
- User mentions: "margin dashboard", "margin balance", "coverage ratio", "margin strategy"
- Assessing margin scaling decisions
- Checking safety thresholds
Core Workflow
1. Read Fidelity Balances CSV
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