--- title: Using The Margin Monitor description: Margin Monitor --- [Skip to content](https://help.kooltra.com/knowledge-base/using-the-margin-monitor#main-content) English Show submenu for translations [Customer portal](https://help.kooltra.com/client-portal?hsLang=en) ![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://help.kooltra.com/client-portal) - [Go to Kooltra Platform](https://kooltracore.cloudforce.com/) [Go to Kooltra Platform](https://kooltracore.cloudforce.com/) Search the knowledge base - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.kooltra.com/knowledge-base?hsLang=en) 2. [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en) 3. [Trade Blotters](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-blotters) # Using The Margin Monitor ## Margin Monitor The **Margin Monitor** in Kooltraallows users to review risk and margin information associated with each counterparty. To access the Margin Monitor, go to **FX Blotters \> Margin Monitor** in the navigation panel. ![](https://help.kooltra.com/hs-fs/hubfs/Screenshot%202024-11-28%20at%204-20-57%E2%80%AFPM-png.png?width=688&height=392&name=Screenshot%202024-11-28%20at%204-20-57%E2%80%AFPM-png.png) For each Counterparty in the system, this page allows you to view: - **Cash**: The net amount of all cash balances held in the account, converted to your base currency. - **Unrealized P&L**: Unrealized profit or loss calculated from the mark-to-market valuations of all open positions. - **Equity**: Represents the liquidation value of the account, calculated as Cash + Unrealized P&L. - **Credit Line**: Any credit provisioned on the account, typically used to supplement initial or variation margining or facilitate settlements for high-value customers. Any Credit Line assigned to an account directly increases or decreases margin excess/deficit. - **NOP Limit**: Details the Net Open Position Limit assigned to the account. - **NOP**: Net Open Position (NOP) shows the account’s exposure to the market across all open positions, converted into base currency. In Kooltra, there are three options for calculating NOP: Gross, Currency Pair Buckets, and Currency Buckets. NOP calculations do not consider closed trades/positions. - **Margin Group**: The margin group that the account has been assigned to. - **Margin Required**: Calculated whenever Positions, Cash Balances, or Rates change. Margin Required is calculated at the Account level and is a function of the rules configured for the assigned Margin Group. - **Margin Excess**: Equal to Equity + Credit Line - Margin Required. #### Sorting & Filtering It is possible to sort or filter the Margin Monitor table based on any of the columns displayed. Click on a column header to sort the table by the column in question. In the top right corner of the Margin Monitor is a local search bar that allows you to search on any column. There is also a More button (…) to the right of the search bar that allows you to export the Margin Monitor results as a .csv file for record keeping and processing outside of Kooltra. To view additional information about an account, you can click on the account name in the **Account** column. - [Getting started](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#main-content) - [Kooltra Access](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#kooltra-access) - [Knowledge Resources](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#knowledge-resources) - [Entity Setup](https://help.kooltra.com/knowledge-base/getting-started?hsLang=en#entity-setup) - [Client Journey at a Glance](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#main-content) - [Onboarding and Client Setup](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#onboarding-and-client-setup) - [Trading and Settlements](https://help.kooltra.com/knowledge-base/client-journey-at-a-glance?hsLang=en#trading-and-settlements) - [Counterparty Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#main-content) - [Counterparty Setup & Management](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#counterparty-setup-management) - [Counterparty Overview](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#counterparty-overview) - [Beneficiaries](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#beneficiaries) - [Data Importing](https://help.kooltra.com/knowledge-base/counterparty-management?hsLang=en#data-importing) - [Trading & Trade Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#main-content) - [Trade Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-creation-management) - [Spread Groups](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#spread-groups) - [Trade Blotters](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-blotters) - [Trade Matching](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#trade-matching) - [Order Creation & Management](https://help.kooltra.com/knowledge-base/trading-trade-management?hsLang=en#order-creation-management) - [Cash Management](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#main-content) - [Cashflows & Adjustments](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#cashflows-adjustments) - [Account Balances](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#account-balances) - [Settlements](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#settlements) - [Reconciliation](https://help.kooltra.com/knowledge-base/cash-management?hsLang=en#reconciliation) - [Reporting](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#main-content) - [Custom Reports](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#custom-reports) - [Confirmations & Documentation](https://help.kooltra.com/knowledge-base/reporting?hsLang=en#confirmations-documentation) - [Compliance](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#main-content) - [Regulatory Reporting](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#regulatory-reporting) - [Client Onboarding & KYC](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#client-onboarding-kyc) - [Transaction Risk Monitoring](https://help.kooltra.com/knowledge-base/compliance?hsLang=en#transaction-risk-monitoring) - [Risk Management](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#main-content) - [Client Margin](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#client-margin) - [Trading Limits](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#trading-limits) - [Credit Engine](https://help.kooltra.com/knowledge-base/risk-management?hsLang=en#credit-engine) - [Payments Portal](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#main-content) - [Trading & Cash Management](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#trading-cash-management) - [Beneficiaries](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#beneficiaries) - [Dealer Intervention](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#dealer-intervention) - [Blotters & Reports](https://help.kooltra.com/knowledge-base/payments-portal?hsLang=en#blotters-reports) [![Kooltra\_Logo\_Green\_Eggplant\_RGB-1](https://help.kooltra.com/hs-fs/hubfs/Kooltra_Logo_Green_Eggplant_RGB-1.webp?width=200&height=67&name=Kooltra_Logo_Green_Eggplant_RGB-1.webp "Kooltra_Logo_Green_Eggplant_RGB-1")](https://help.kooltra.com/?hsLang=en) kooltra.com Help Center Copyright © 2026, Kooltra, Ltd