Patent ID: 8849711

Claim:
A method for calculating a margin analysis and presenting the margin analysis to a user trading products on an exchange, the method comprising: monitoring, by a processor, the user's trading activity on the exchange for a present time period; correlating, by the processor, the monitored activity with an assessment of risk; computing, by the processor, the margin requirement based on the portfolio of products and the assessed risk, wherein computing the margin requirement further comprises: generating, by a processor, first data representative of the user's trading activities, the user's trading activities including at least one product and at least one position associated with the at least one product; generating second data representative of the user's margin limits with respect to the computed margin requirement; generating, by the processor, third data representative of the contributions of the user's trading activities to the user's margin limits; generating, by the processor, fourth data representative of hypothetical margin requirements based on a plurality of variables selected by the user; generating, by the processor, fifth data representative of collateral allocated or available to be used to satisfy the margin limits associated with the user's trading activities; displaying the first data in a trading information interface, the second data and third data in a margin information interface, the fourth data in a hypothetical scenario interface, and the fifth data in a collateral valuation interface, wherein the margin information interface displaying contributions of the at least one position on the user's margin limits; receiving correlation of the collateral with the at least one position to determine adjustments to the margin user's limits and adjusting the user's margin limits based thereon; and presenting the trading information interface juxtaposed with the margin information interface to the user and updating the margin information interface in response to changes in the user's trading activities in real time so as to display the effect thereof on the user's margin limits.