Upload the margin figures you already have — from your own spreadsheet or margin vendor — and see them organized, categorized, and explained in one place across the entire book.
Every number the AI cites comes from your uploaded data, not the language model. MarginLens doesn't calculate margin — it organizes the initial and variation margin figures you already have into cleared and OTC breakdowns, alerts, and reports. The AI only narrates what's actually in your data. It never invents a figure. When it has no answer, the system says so.
Integrated modules — from live dashboard to structured exports — purpose-built for institutional margin workflows.
Type a question the way you'd ask a colleague. MarginLens reads your uploaded margin data and returns a grounded, traceable answer in seconds — no dashboards, no SQL, no waiting on a quant.
Try an example query →
Automated threshold detection across all positions. Classified as Critical (>90% utilization), Warning (70–90%), or Safe (<70%). A live alert list shows which positions require action with risk score, margin %, and P&L inline. Actionable from the alert list in one click.
Adjust position size, price shock, and volatility shock independently. MarginLens scales your uploaded margin proportionally for directional insight — not a recalculation of your official margin — so you have a sense of exposure before markets move.
Timestamped, account-stamped, export-ready. Every figure is organized from your uploaded margin data — built for ops and internal risk review, not a substitute for your firm's official margin systems.
| Date | Symbol | End MV | Daily VM | Net VM |
|---|---|---|---|---|
| 2026-06-11 | ES Z6 | 4,212,300 | 6,450 | 6,450 |
| 2026-06-11 | ZN Z6 | 2,809,375 | 3,125 | 3,125 |
| 2026-06-11 | IRS USD 5Y | 1,918,240 | 1,760 | 1,760 |
| 2026-06-11 | EUR/USD Fwd | 1,107,384 | 1,016 | 1,016 |
| 2026-06-11 | CDX.IG S44 | 739,381 | 619 | 619 |
| NET TOTAL | 2,272 | |||
The Margin Breakdown view shows exactly the initial and variation margin you uploaded for every position, organized into Cleared and OTC groups with each position's share of its group total. MarginLens doesn't calculate any of these numbers — it organizes the ones you already have, and applies the 110% house IM multiplier on top.
Drop any CSV or XLSX and MarginLens auto-detects the file type, maps columns, and shows a preview before import. Your file needs to include the initial margin figure per position — from your own spreadsheet or margin vendor — since MarginLens organizes and analyzes margin, it doesn't calculate it. Direct database and REST API connections are on the roadmap.
We run structured pilots for prop shops, hedge funds, asset managers, investment managers, and regional banks — scoped to your firm's workflows, instruments, and data infrastructure. No long-term contract required to get started.
