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Margin requirements depend on whether you are long (buying) or short (selling) a contract. This guide explains the model; for the exact formulas see Margin & Fees.

Long Positions (Buying)

When you buy a call or put you pay the premium up front, and your risk is capped at that premium. There is no maintenance margin and no liquidation for a long position — the amount reserved to open it covers the premium plus a small buffer for fees, insurance, and slippage.

Short Positions (Selling)

Selling an option collects the premium but takes on open-ended risk, so it requires an initial margin (IM) to open and a maintenance margin (MM) to keep open. Both are sized from the contract’s index and mark prices (with mark-price floors and an out-of-the-money discount — a reduction for contracts whose strike is far from the current price) — see Margin & Fees for the precise formulas.

Liquidation

Positions are monitored continuously against maintenance margin. Liquidation is triggered at the account level: when your maintenance margin reaches 98% of your total equity (maintenanceMarginRatio above 0.98), the system reduces or closes at-risk short positions to bring the account back within limits. Only accounts holding short positions or open sell orders are margin-monitored. Because a long position can’t lose more than the premium already paid, it is never liquidated and carries no liquidation price.

Checking Margin and Account State

  • Per-position margin is published as initialMargin on the Positions Stream.
  • Account-wide collateral, margin in use, and PnL are on the Account Summary Stream. Watch maintenanceMarginRatio to gauge how close the account is to liquidation.
  • To size an order, compute the per-unit initial margin and fees from the Margin & Fees formulas, then divide your available balance by that per-unit cost for the maximum quantity you can afford.