Metals Portfolio Margin Calculator
Estimate gross planning margin across entered XAUUSD and XAGUSD positions. Reconcile each row under its own CFD-leverage, percentage-of-notional or fixed-initial-margin rule, then inspect signed exposure, metal concentration and five margin-buffer scenarios.
Enter the account context and metals positions
Use the exact full-symbol specification for each broker row. Every example value is editable.
Metals portfolio reconciliation
Metals Portfolio Analysis 2.0.0.
Row-by-row reconciliation
Each margin result follows only the method selected for that entered row.
On smaller screens, scroll this table horizontally; the page itself remains contained.
| Row | Position | Margin method | Exposure | Gross notional | Signed notional | Account margin | Effective leverage | Margin share |
|---|
Gross margin-buffer scenarios
Five fixed multipliers are applied after the entered row margins are calculated.
These 75%, 100%, 125%, 150% and 200% rows are mechanical planning cases, not broker forecasts.
| Multiplier | Margin USD | Account margin | Balance share | Balance after margin | Status |
|---|
How metals portfolio margin is calculated
Row notional USD = row ounces × entered order price
CFD leverage margin = notional ÷ leverage × margin factor
CFD percent margin = notional × margin rate
Fixed initial margin = lots × initial margin per lot
Gross portfolio margin = sum of all positive row margins
Account margin = USD margin ÷ USD per account-currency unit
Choose the method shown for each exact broker symbol. Buy rows remind you to enter the relevant ASK; sell rows use the relevant BID. Direction changes signed exposure, but it never silently removes a row from the gross planning-margin sum.
Worked example from the audited fixture
The example combines three deliberately different rules: 0.10 lot of XAUUSD bought at USD 2,650 under 100:1 leverage requires USD 265; 0.05 lot of XAGUSD bought at USD 30 under a 5% notional rate requires USD 375; and 0.02 lot of XAUUSD sold at USD 2,650 with USD 1,000 fixed initial margin per lot requires USD 20.
Gross notional is USD 39,300, signed notional is USD 28,700 and gross no-offset required margin is USD 660. On an entered USD 10,000 balance, that is 6.6%, leaving USD 9,340 after this margin only. The five scenario rows range from USD 495 at 75% through USD 1,320 at 200%.
Use and limitations
- Verify each full symbol’s calculation mode, contract size, price side, margin rate and margin currency.
- One hundred ounces for gold and 5,000 ounces for silver are editable documented examples, not universal contracts.
- Opposite directions affect signed notional only. Actual hedged and preferential spread-margin treatment is broker-configured and may differ.
- Metal shares describe absolute entered notional concentration, not diversification, correlation, safety or maximum loss.
- Scenarios multiply calculated row margin mechanically; they do not predict broker changes, price moves or an order outcome.
- Margin is collateral, not maximum loss, risk budget, suitability assessment or a trade recommendation.
Frequently asked questions
- It calculates each entered XAUUSD or XAGUSD row separately, sums all positive row margins gross, and reports gross and signed notional.
- Not for margin in this model. Direction affects signed notional, but no row is removed from the gross margin sum because broker hedge treatment varies.
- Yes. Each row can use CFD leverage, percentage of notional, or fixed initial margin per lot with its own entered contract size and price.
- Hedged-margin methods depend on broker symbol settings and current account positions. This entered-data model cannot safely infer those conditions.
- They divide each metal’s absolute entered notional by total gross notional. They describe entered size concentration, not diversification benefit or risk.
- They apply fixed 75%, 100%, 125%, 150% and 200% multipliers to the calculated gross margin. They are mechanical planning cases, not forecasts.
- The browser model accepts up to 20 positive-volume XAUUSD or XAGUSD rows in one calculation.
- Not necessarily. Existing positions, pending orders, hedge and spread rules, tiers, equity, credits, conversion sides and server settings are excluded.
Sources and methodology
- MetaTrader 5 Help — Margin Calculation — documents calculation-mode formulas, conversion and broker-defined hedged-margin approaches.
- MQL5 Reference — Symbol Properties — defines contract, calculation-mode and hedged-margin properties.
- MQL5 Reference — OrderCalcMargin — documents planned-order margin without current positions or pending orders.
- MetaTrader 5 Help — Spreads — documents broker-configured preferential spread margin.
- FXOpen — Contract specifications — primary broker evidence for editable 100-oz XAU/USD and 5,000-oz XAG/USD contract examples.
Version 2.0.0 performs deterministic entered-data arithmetic locally. It does not call MetaTrader, select broker settings or claim the fixture matches a live account.
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Portfolio arithmetic does not establish execution quality or suitability. Verify the current entity, account, exact symbols, contracts, calculation modes, margin currencies, rates, tiers, hedge treatment, spreads and commissions available in your jurisdiction.
Risk and affiliate disclosure: Leveraged forex and CFD trading can result in substantial losses. Margin is collateral and does not cap realized loss. These are affiliate links, so ForexMT4Indicators.com may receive compensation if you register or trade through them, at no additional cost to you. Availability and terms vary by jurisdiction and entity.