Get Effective Margin Requirements

getAccountsAccountNumberMarginRequirementsUnderlyingSymbolEffective

get/accounts/{account_number}/margin-requirements/{underlying_symbol}/effective

Base URL: https://api.cert.tastyworks.com (Sandbox) · https://api.tastyworks.com (Production)

Returns the margin requirements in effect for a single underlying symbol on the given account.

Code samples

curl -X GET 'https://api.cert.tastyworks.com/accounts/5WX01234/margin-requirements/{underlying_symbol}/effective' \
  -H 'Authorization: Bearer YOUR_ACCESS_TOKEN' \
  -H 'User-Agent: tastytrade-docs-example/1.0'

import requests

url = "https://api.cert.tastyworks.com/accounts/5WX01234/margin-requirements/{underlying_symbol}/effective"
headers = {
    "Authorization": "Bearer YOUR_ACCESS_TOKEN",
    "User-Agent": "tastytrade-docs-example/1.0",
}
resp = requests.get(url, headers=headers)
print(resp.status_code, resp.json())

const resp = await fetch("https://api.cert.tastyworks.com/accounts/5WX01234/margin-requirements/{underlying_symbol}/effective", {
  method: "GET",
  headers: {
    "Authorization": "Bearer YOUR_ACCESS_TOKEN",
    "User-Agent": "tastytrade-docs-example/1.0",
  },
})
const data = await resp.json()
console.log(resp.status, data)

package main

import (
	"net/http"
	"io"
	"fmt"
)

func main() {
	req, _ := http.NewRequest("GET", "https://api.cert.tastyworks.com/accounts/5WX01234/margin-requirements/{underlying_symbol}/effective", nil)
	req.Header.Set("Authorization", "Bearer YOUR_ACCESS_TOKEN")
	req.Header.Set("User-Agent", "tastytrade-docs-example/1.0")
	resp, _ := http.DefaultClient.Do(req)
	defer resp.Body.Close()
	out, _ := io.ReadAll(resp.Body)
	fmt.Println(resp.Status, string(out))
}

import java.net.URI;
import java.net.http.*;

HttpClient client = HttpClient.newHttpClient();
HttpRequest req = HttpRequest.newBuilder()
    .uri(URI.create("https://api.cert.tastyworks.com/accounts/5WX01234/margin-requirements/{underlying_symbol}/effective"))
    .header("Authorization", "Bearer YOUR_ACCESS_TOKEN")
    .header("User-Agent", "tastytrade-docs-example/1.0")
    .method("GET", HttpRequest.BodyPublishers.noBody())
    .build();
HttpResponse<String> resp = client.send(req, HttpResponse.BodyHandlers.ofString());
System.out.println(resp.statusCode() + " " + resp.body());

Parameters

Name	In	Type	Description
account_number*	path	string	e.g. "5WX01234"
underlying_symbol*	path	string

Responses

200The effective margin requirement rates for the underlying on this account.application/json

Example response

{
  "data": {
    "long-equity-initial": "string",
    "long-equity-maintenance": "string",
    "naked-option-floor": "string",
    "naked-option-minimum": "string",
    "naked-option-standard": "string",
    "short-equity-initial": "string",
    "short-equity-maintenance": "string",
    "underlying-symbol": "AAPL",
    "clearing-identifier": "string",
    "is-deleted": false
  },
  "context": "/accounts/{account_number}/margin-requirements/{underlying_symbol}/effective"
}

Schema

datarequiredobject (MarginRequirement)
The effective margin requirement rates for a single underlying symbol.
- long-equity-initialstring <decimal>
  Initial margin rate charged on long equity positions in this underlying, as a decimal rate of market value (the Reg T standard is `0.50`; higher-risk symbols carry higher rates). Decimal value serialized as a JSON string (e.g. "150.25").
- long-equity-maintenancestring <decimal>
  Maintenance margin rate charged on long equity positions in this underlying (standard `0.25`). Decimal value serialized as a JSON string (e.g. "150.25").
- naked-option-floorstring <decimal>
  Absolute per-contract dollar floor for naked (uncovered) option requirements; for puts the floor is capped at the cash-secured requirement. The naked requirement charged is the greatest of the standard, minimum, and floor calculations. Decimal value serialized as a JSON string (e.g. "150.25").
- naked-option-minimumstring <decimal>
  Rate used in the alternative minimum naked (uncovered) option calculation: rate × underlying price for calls, or rate × strike price for puts, plus the option premium, per contract. Decimal value serialized as a JSON string (e.g. "150.25").
- naked-option-standardstring <decimal>
  Rate used in the standard naked (uncovered) option calculation: rate × underlying price, minus the out-of-the-money amount, plus the option premium, per contract. Decimal value serialized as a JSON string (e.g. "150.25").
- short-equity-initialstring <decimal>
  Initial margin rate charged on short equity positions in this underlying (standard `0.50`). Decimal value serialized as a JSON string (e.g. "150.25").
- short-equity-maintenancestring <decimal>
  Maintenance margin rate charged on short equity positions in this underlying (standard `0.30`). Decimal value serialized as a JSON string (e.g. "150.25").
- underlying-symbolstring
  The underlying symbol these requirements apply to.
  example: "AAPL"
- clearing-identifierstring
  Clearing-firm identifier associated with the underlying, when present.
- is-deletedboolean
  Whether this margin requirement record has been soft-deleted and is no longer active.
  example: false
contextrequiredstring
example: "/accounts/{account_number}/margin-requirements/{underlying_symbol}/effective"

401Missing or expired access token. Tokens last 15 minutes and must be sent on every request. Note: a missing or malformed `User-Agent` header also produces a 401, but it is returned as an HTML error page from the proxy layer rather than this JSON error body.application/json

Example response

{
  "error": {
    "code": "unauthorized",
    "message": "No valid access token was provided; access tokens expire after 15 minutes."
  }
}

Schema

errorrequiredobject
- coderequiredstring
  Machine-readable error code (see the Error reference).
- messagerequiredstring
  Human-readable explanation.
- errorsarray<object>{3 fields}
  Present for multi-error / validation failures; one entry per problem.

403Authenticated, but the token's scope or the account authority does not permit reading this account's margin requirements.application/json

Example response

{
  "error": {
    "code": "not_permitted",
    "message": "User not permitted access"
  }
}

Schema

errorrequiredobject
- coderequiredstring
  Machine-readable error code (see the Error reference).
- messagerequiredstring
  Human-readable explanation.
- errorsarray<object>{3 fields}
  Present for multi-error / validation failures; one entry per problem.

404No account exists for the supplied `account_number`, or no effective margin requirement exists for the given `underlying_symbol`.application/json

Example response

{
  "error": {
    "code": "string",
    "message": "string",
    "errors": [
      {
        "code": "string",
        "message": "string",
        "domain": "string"
      }
    ]
  }
}

Schema

errorrequiredobject
- coderequiredstring
  Machine-readable error code (see the Error reference).
- messagerequiredstring
  Human-readable explanation.
- errorsarray<object>{3 fields}
  Present for multi-error / validation failures; one entry per problem.

429Rate limit exceeded. Back off exponentially and reduce the request rate.application/json

Example response

{
  "error": {
    "code": "string",
    "message": "string",
    "errors": [
      {
        "code": "string",
        "message": "string",
        "domain": "string"
      }
    ]
  }
}

Schema

errorrequiredobject
- coderequiredstring
  Machine-readable error code (see the Error reference).
- messagerequiredstring
  Human-readable explanation.
- errorsarray<object>{3 fields}
  Present for multi-error / validation failures; one entry per problem.

Rate-limit class: read · idempotent — Rate limits & backoff
Error reference — codes, causes, and fixes

Agents: this page is also Markdown (with the embedded OpenAPI definition) — append .md or send Accept: text/markdown. Index at /llms.txt.

Get Effective Margin Requirements

Code samples

Parameters

Responses

Related