I am curious why you are saying that IB does not work with Ninja. I see this http://ibkb.interactivebrokers.com/node/1978 and this http://www.ninjatrader.com/ConnectionGuides/Interactive-Brokers-Connection-Guide.
It is straightforward. We will charge MAX(15%, 5 STD) on these stocks. There are no risk offsets for these instruments. 5 STD is 5 standard deviations on 30 last trading days period.
Maverick, I am not advising stock leveraging but one can definitely do it in PM effectively with a diversified portfolio.
Whistlingleaf, are you asking about preferred stocks? Can you provide an example of the instrument you are talking about?
Yes, we do, but we also ask concentration margin on options. We will charge through your nose if you have a bunch of options on one underlying. Is not it right thing to do?
Maverick, IB does not separte stock risk from option risk in PM.
MoreLeverage, You probably put just 2 or 3 positions into your portfolio. 1:3 is a sign of concentration.
We do not have a simple concentration test. It is all coming to crunching of a lot of numbers. Roughly speaking, if you have 6 or more groups with about equal margins, concentration should no be your concern.
What is the adjustment to margin amount?
These groups are creations of the OCC. We are using their margining technology called TIMS. You can Google OCC TIMS for further information. We modified TIMS to satisfy our own risk criteria. For example, we are using maximum of 15% and 5 standard deviations for stock derivatives as an opposite...