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What is Equity in your trading account?

What is its definition?

Equity is the current value of your account, taking into account both the available balance and any unrealized gains or losses.

🔎 It's calculated as follows:

Equity = Balance ± Live Profit/Loss (Live P/L)


What does this mean?

  • Balance = The amount of money you have in your account, not including open trades

  • Live P/L (Profit/Loss) = The current profit or loss from your currently open trades

  • Equity = What your account would actually be "worth" if you closed everything right now


Example

Concept

Value

Balance

£500

Live Profit/Loss

+ £200

+ £200 Equity

£700

✅ If your open trades are profitable, your equity will be greater than your balance.

❌ If they are losing, your equity will be lower.


Why is it important to know your equity?

Equity is one of the most important metrics in trading because:

📌 It reflects the real, current value of your account

📌 It is used to calculate the margin available for new trades

📌 It affects decisions about risk management and leverage

📌 It is used to set up proportional copying strategies (such as Proportional by Equity)

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