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Monitoring Your Margin Account

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Written by Bongani Nhleko
Updated over 3 weeks ago

Margin Level Calculation:


Margin level (%) = (Equity/Used margin) * 100

Understanding Margin Levels:

Your margin level is crucial for determining whether you will receive a warning or be stopped out of positions on a FIFO basis, as outlined below:

  • 100% Margin Level: Warning

  • 80% Margin Level: Warning

  • 50% Margin Level: Stop Outs

Monitoring Stop Outs:

To avoid stop outs, keep an eye on your Equity and Used Margin.

If your Equity falls below your Used Margin, you will start to experience warnings and possibly stop outs on a FIFO basis.

Examples of Margin Level Calculation:

Example 1

  • Equity: R1000

  • Used Margin: R750

  • Margin Level Calculation: (1000/750) * 100 = 133.33% (No warning)

Example 2 - Slightly lower Equity

  • Equity: R900

  • Used Margin: R750

  • Margin Level Calculation: (900/750) * 100 = 120.00% (No warning)

Example 3 - Equity below Used margin

  • Equity: R700

  • Used Margin: R750

  • Margin Level Calculation: (700/750) * 100 = 93.33% (Warning)

Key Relationships:


Your Used Margin and Equity have a semi-inverse relationship.

As your Used Margin approaches your Equity (due to increased trading activity or/and share price volatility), your margin level will decrease, bringing you closer to margin warnings and potential stop outs.

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