Your 'Used Margin' section will be utilized in either of the following two scenarios:


1. Funds Used for Trading:

When funds are used from your total 'Available to Trade' balance for trading, the amount will be reflected in 'Used Margin' as a positive value. This may occur in the following scenarios:

  • You buy a stock in the Equity Delivery segment.

  • You buy or short-sell a stock in the Equity Intraday segment.

  • You buy or short-sell a Derivatives (Futures & Options) contract in Intraday or Delivery.

  • You carry forward an open position to the next trading day in either a Futures contract or a short-side Options contract.


2. Funds Receivable After Selling:

When you successfully sell a delivery position, the receivable amount will be reflected in 'Used Margin' as a negative value. This may occur in the following scenarios:

  • You successfully sell a stock in the Equity Delivery segment (from your Demat account).

  • You sell an open position (on the buy side) in the Options segment.


Related Article: 

Breakdowns of the terms in the ‘Fund/ Wallet’ page

How can I add funds to my Upstox account?