We have updated the app to give you a better experience

If you’re using an older version of the app, get your answer here:

Your 'Used Margin’ section would be used in either of the two scenarios: 

1. From your total 'Available to Trade' balance, when an amount of funds is used for trading, this amount will be shown in 'used margin. This is denoted as a positive amount. The possible scenarios when this may happen is -

  • You buy 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 for either a Futures contract or an Options contract (on the short side only).

2. Whenever you successfully sell a Delivery position, an amount will be receivable by you, and this amount will be shown in 'Used margin. This will be denoted as a negative amount. The possible scenarios when this may happen is -

  • 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.

Click here to explore the updated app

If you’re using the updated version of the Upstox app, read this.

Your 'Funds in use' section would be used in either of the two scenarios: 

1. From your total Available balance, when an amount of funds is used for trading, this amount is shown in ‘Funds in use'. This will be denoted as a positive amount. The possible scenarios when this may happen is -

  • You buy 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 for either a Futures contract or an Options contract (on the short side only).

2. Whenever you successfully sell a Delivery position, an amount will be receivable by you, and this amount will be shown in 'Funds in use'. This will be denoted as a negative amount. The possible scenarios when this may happen is -

  • 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.