# Trading Account Metrics This section describes the financial and margin properties displayed in the **trading account panel**. These metrics represent the current state of a trader’s account, including capital, open position performance, and margin usage. Displayed properties: ``` Balance On Hold (displayed if exists) Equity Profit Used Margin (displayed if exists) Free Margin Margin Level (displayed if Used Margin exists) Leverage ``` --- # 1. Balance #### Description Balance represents the **total funds in the trading account after all closed operations**. Balance reflects **realized results only** and does **not include floating profit or loss from open positions**. Opening a position does **not change Balance**. --- #### Balance Changes When - deposit is completed - withdrawal is completed - trade is closed - swap is charged - commission is charged - manual adjustment is made --- #### Formula ``` Balance = Deposits + Closed Profits - Closed Losses - Completed Withdrawals - Commissions - Swaps + Adjustments ``` Simplified: ``` Balance = Previous Balance + Realized PnL ``` --- # 2. On Hold #### Description On Hold represents **funds temporarily reserved for pending financial operations**, such as withdrawal requests. These funds are excluded from the amount available for trading until the operation is completed or cancelled. --- #### Display Rule ``` Displayed only if On Hold > 0 ``` --- ## Example ``` Balance = 10 000 On Hold = 3 000 ``` Funds available for trading: ``` Available Balance = 7 000 ``` --- # 3. Equity #### Description Equity represents the **current real-time value of the account**, including floating profit or loss from open positions. Equity changes continuously as market prices move. It is the **primary value used for margin risk calculations**. --- #### Formula ``` Equity = (Balance − On Hold) + Profit ``` Where: ``` Profit = Floating PnL from open positions ``` --- # 4. Profit #### Description Profit represents the **unrealized profit or loss from open positions**. It updates continuously based on market price changes. Positive values represent **profit**, negative values represent **loss**. --- # 5. Used Margin #### Description Used Margin represents the **total collateral required to maintain all open positions**. Margin is not a cost and does not reduce the account balance. It represents funds temporarily reserved by the trading engine to support open positions. --- #### Display Rule ``` Displayed only if Used Margin > 0 ``` --- #### Total Used Margin ``` Used Margin = sum(margin of all open positions) ``` --- # 6. Free Margin #### Description Free Margin represents the **amount of funds available to open new positions**. Free Margin decreases when: - new positions are opened --- #### Formula ``` Free Margin = Equity − Used Margin ``` --- # 7. Margin Level #### Description Margin Level represents the **ratio between equity and used margin**, expressed as a percentage. It is the **primary indicator of account risk** and determines when margin call or stop-out conditions occur. --- #### Display Rule ``` Displayed only if Used Margin > 0 ``` --- #### Formula ``` Margin Level (%) = (Equity / Used Margin) × 100 ``` --- # 8. Leverage #### Description Leverage defines the **maximum trading exposure relative to the trader’s capital**. Higher leverage reduces the margin required to open positions. --- #### Example ``` Leverage = 1:100 ``` Meaning the trader can control: ``` 100 units of market exposure for every 1 unit of capital ``` --- # Account Calculation Relationships The core account metrics are calculated using the following relationships: ``` Profit = Floating PnL Equity = (Balance − On Hold) + Profit Used Margin = sum(position margins) Free Margin = Equity − Used Margin Margin Level (%) = (Equity / Used Margin) × 100 ```