I know in principle I can setup this as a loan asset type from the same provider (and I haven’t tested that yet), but I was wondering if
a) someone has this setup with automatic import
b) can it be made to track margin requirements (even if I need to input the initial values per stock/etf myself)?
Have you tried the built-in support? You can configure the percentages.
TBH: not yet. The stock margin has gone through 3 account migrations in IB, so I can’t get exports anymore for most of its use history - I’ll need to create them by hand, with data I have in my accounting software, so I’ve been putting that off.