Upstox Margin Calculator is an online tool which will help you calculate Exposure provided by Upstox for different segments like Intraday, Delivery, F&O, Currency & Commodity.
With the help of this online tool, you will be able to calculate Upstox margin funding & also will be able to calculate the total amount of extra shares that can be bought with the extra leverage provided by the stockbroker.
Why should you use Upstox Margin Calculator?
The Upstox margin calculator is very easy to use. It helps you with all the relevant factors and provides accurate results quickly and easily. And, it gives a clear and intuitive interface that is easy to navigate. Evaluating the impact of different leverage levels on margin requirements and potential profits or losses. Also, calculating the margin required for different types of financial instruments, such as stocks, options, and futures. And, determining the impact of changes in market conditions or prices on margin requirements and potential profits or losses.
How to use the Upstox Margin Calculator?
Using this margin calculator you can evaluate risk management and position sizing. This can help traders manage their risk and optimize their trading strategies. Just choose the Scrip and fill in the Available Margin and Share Price details and press Calculate Margin button. And then, put the available margin amount and the number of shares for buying and selling. It will calculate the margin required to open the position, as well as the potential profit or loss, for various trading segments.
Upstox SPAN Margin Calculator has both Futures & Options. The Equity Futures Exposure is 1x & Equity Options exposure is 1x.
NOTE: For Delivery, there is a cut-off time of T+7 Days & post that Auto Square-off will apply. Interest Charged on Margin Funding is 18% + GST.
Upstox Margin calculator FAQs
How to use Upstox Margin Calculator?
Using the margin calculator is just a matter of few clicks. You need to select the segment in which you wish to avail or the service and provide all the details such as the scrips, available balance and the share price. Right when you click on the calculate margin button, you will see the extra number of shares you can buy.
What is the Intraday Margin Provided?
Intraday investment attracts the highest of leverage rate, i.e. stock brokers generally provide the highest exposure for the intraday segment, as compared to the others. As for this particular company, the exposure is as much as 5x, if you want to avail for leverage.
Is this Margin Calculator Accurate?
Yes, the margin calculator is pretty accurate in terms of the extra number of shares you can buy. Enter the inputs as it is asked, and then you will see all the commutation details, i.e. the leverage provided, the margin and also the number of shares you can purchase additionally.
What is the Options Exposure Provided?
Option investment is as well subject to provision of exposure, and it is the same for both the options investment. Traders who are opting to invest in equity options or even of currency options, will have the feasibility of availing up to 1x exposure for both, individually.
Is this Margin Calculator Beneficial?
Yes, this calculator adds on to the process of investment by helping you grab hold of a great deal, even if you have no sufficient funds. You can quickly commute the extra shares you can purchase and then weigh in the investment strategy you wish to adopt, to crack a great deal.
What are the inputs required in calculation?
In order to commute the extra shares you can buy using the leverage service, you need to provide the calculator with certain set of details. The number of details or inputs you require is 3 and they are the scrips, available balance and the share price.
What is the Futures Margin Provided?
As far as the futures investment is concerned, the traders are provided with the service of exposure as well. An exposure of3x is provided for both the futures segment, the equity futures and also the currency futures, on individual terms.
What is the Interest Charged on Margin Funding?
As interest is charged in any kind of lending that you make, a rate of interest is charged in margin opted as well. The rate at which the interest is charged is 18% + GST. Both the interest rate and the GST as charged by the government are taken into account combined.
What is the new pledge rule of SEBI?
The pledged rule has been put to effect from the month of August, in the year 2020. The new rule states that no trader can opt for the leverage facility until and unless they pledge their shares. Pledging refers to the process of using shares as a collateral to avail for the leverage facility.
Does exposure change with Scrip?
Yes, irrespective of the amount of exposure your broker provides, certain scrips are subject to changes. The reason for the same is the terms and condition as levied by the particular company. Such terms and conditions can bare a person from investing in shares of some particular companies using leverage.