Margins

The Margins screen brings together fund details from all your trading accounts across supported Indian stock brokers.

You can see total, utilized and available funds, along with many other margin columns.

Summary panel

At the top of the Margins tab is a summary panel (collapsed by default — click it to expand). It is calculated from the rows currently shown, so your filters affect it. It shows:

• Quick numbers: Total margin, Available (and how much is deployable), Utilized (with the used %), and Day MTM.
• When expanded: a Composition bar (available vs utilized), health pills, a By account table (total, available, utilization, day MTM), and a Needs attention area.

Columns

Each row is one trading account’s funds and margin.

Column	Meaning
Nickname	The nickname (pseudo account) of the trading account.
Trd Acc	The trading account (login id).
Category	EQUITY or COMMODITY.
Total	Total margin.
Net	Net margin.
Funds	Available funds.
Utilized	Margin used.
Available	Margin still available.
Collateral	Collateral value.
Real. Mtm / Unreal. Mtm	Realised / unrealised mark-to-market.
Adhoc	Adhoc margin added by the broker.
Span	SPAN margin (for derivatives).
Exposure	Exposure margin (for derivatives).
Payin / Payout	Funds paid in / withdrawn.
Day	Day flag.
Broker	The broker for this account.

Use the Equity, Commodity and Total buttons to switch which segment’s margins are shown.

Column ordering and sorting

You can change how the portfolio tables look. This custom column ordering and sorting feature works on the positions, orders, margins and holdings screens.

1. Rearrange the columns by clicking on a column header and dragging it.
2. Apply sorting on your preferred column.

Note: These settings are saved to your account, so your column order and sorting stay the same even when you sign in from another computer, mobile or browser.

Related screens

• Positions
• Orders
• Holdings
• Portfolio Summary

We strongly recommend going through our PMS (Portfolio Management System) tool.