Futures portfolio margin analysis made easy.

Cloud Margin Analysis

UpTick MarginServer

UpTick MarginServer is a smart adaptor between UpTickXL Server and exchange SPAN* margin utilities. MarginServer makes it easy to perform sophisticated portfolio margin analyses in Excel.

Portfolio Margin Calculation

Quickly generate detailed margin reports for futures and futures options portfolios.

Hypothetical Trade Evaluation

See the margin impact of any number of hypothetical trades added to an existing portfolio.

Margin Allocation

Allocate a firm-wide margin to individual accounts based on each account’s relative margin contribution.

Historical Reporting

Run margin reports for any date in the past.

Reference Data Discovery

Easily search exchange-specific margin reference data in Excel.

*SPAN® is a registered trademark of Chicago Mercantile Exchange Inc.