With Margin

1. Download and create an account, then securely connect your brokerage or import account statements to sync positions and balances. 2. Configure margin rules and risk parameters, including leverage limits, collateral types, and alert thresholds for each account or portfolio. 3. Use the dashboard to monitor real-time exposure and receive AI-driven alerts when margin thresholds or concentration risks are approached. 4. Run stress tests and scenario analyses to see potential margin impacts, then follow suggested actions to rebalance positions or add collateral. 5. Export reconciliation reports or integrate with accounting and compliance systems for audit-ready records and automated margin call workflows.