{"id":7563,"date":"2025-12-09T17:57:20","date_gmt":"2025-12-09T23:57:20","guid":{"rendered":"https:\/\/librarytestdev.wpenginepowered.com\/?post_type=doc&#038;p=7563"},"modified":"2026-01-06T17:08:18","modified_gmt":"2026-01-06T23:08:18","slug":"configuring-an-account-or-risk-group-for-pre-trade-portfolio-risk","status":"publish","type":"doc","link":"https:\/\/library-test.tradingtechnologies.com\/setup\/risk-management\/pre-trade-portfolio-risk\/task-pre-trade-portfolio-risk\/configuring-an-account-or-risk-group-for-pre-trade-portfolio-risk\/","title":{"rendered":"Configuring an Account or Risk Group for Pre-Trade Portfolio Risk"},"content":{"rendered":"\n<!-- pages using refernce-tab-list layout will not trigger this condition. The Heading will be set in that layout file-->\n\n  \n     <!-- in source YML header, should also match the filename\/url -->\n       \n        \n\n        \n      \n          \n      \n\n\n <!-- pages using refernce-tab-list layout will not trigger this condition. The Heading will be set in that layout file-->\n\n  \n    \n\n\n <!-- pages using refernce-tab-list layout will not trigger this condition. The Heading will be set in that layout file-->\n\n  \n    \n\n\n\n\n\n\n\n\n\n\n            <div>\n\n<p>When a TT Company has been enabled for TT Pre-Trade Portfolio Risk, an additional menu item will appear within the Rule dropdown found on the SOD\/Credit tab for Accounts and Risk Groups named <strong>Apply pre-trade SPAN margin<\/strong>.<\/p>\n\n<p><img decoding=\"async\" class=\"img-responsive\" src=\"https:\/\/library-test.tradingtechnologies.com\/wp-content\/uploads\/2025\/12\/ptpr-apply-pre-trade-span-margin.png\"> \n<\/p>\n\n<p><span class=\"label-info label\">Note<\/span> TT Onboarding or Service Management teams can enable this feature.<\/p>\n\n<p>This setting behaves similarly to the option Apply P\/L &amp; Margin; however, the difference is the Margin values calculated for exchanges supported by the Pre-Trade Portfolio Risk service are done so using the risk array files sourced from the exchange.<\/p>\n\n<p>When this option is set, the field <strong>Liquidating Value<\/strong>, which is found within Cash Balances on the SOD\/Credit tab for the Account or Risk Group, determines the allowed credit limit or purchasing power.<\/p>\n\n<p>A checkbox setting for Gross Margin can optionally be enabled when <strong>Apply pre-trade SPAN margin<\/strong> is configured. <\/p>\n\n<p>When enabled on a Parent Account, the Gross Margin setting will restrict positions netting between Child Accounts.<\/p>\n\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>When a TT Company has been enabled for TT Pre-Trade Portfolio Risk, an additional menu item will appear within [&hellip;]<\/p>\n","protected":false},"author":2,"template":"","meta":{"_acf_changed":false,"footnotes":""},"docs-category":[651],"class_list":["post-7563","doc","type-doc","status-publish","hentry","docs-category-task-pre-trade-portfolio-risk"],"acf":[],"_links":{"self":[{"href":"https:\/\/library-test.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/doc\/7563","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/library-test.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/doc"}],"about":[{"href":"https:\/\/library-test.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/types\/doc"}],"author":[{"embeddable":true,"href":"https:\/\/library-test.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":0,"href":"https:\/\/library-test.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/doc\/7563\/revisions"}],"wp:attachment":[{"href":"https:\/\/library-test.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/media?parent=7563"}],"wp:term":[{"taxonomy":"docs-category","embeddable":true,"href":"https:\/\/library-test.tradingtechnologies.com\/ja\/wp-json\/wp\/v2\/docs-category?post=7563"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}