Build
Use Margin execution only after modeling leveraged exposure.
Margin mode can open long or short positions using borrowed capacity. Leverage amplifies gains, losses, fees, and liquidation risk, including losses that develop while a position remains open.
Understand the position directions
- Long
- Exposure generally benefits when the base asset rises and loses when it falls.
- Short
- Exposure generally benefits when the base asset falls and loses when it rises.
- Close long
- Reduces or exits long exposure.
- Close short
- Reduces or exits short exposure.
Configure a current Margin strategy
- Start from a current decision engine. Choose AI Decision, Indicators, Code Editor, Swing, or Portfolio, then select Margin as execution.
- Select an exchange connection that supports Margin. Confirm the correct account mode and trading permission.
- Set leverage deliberately. Use a value supported by both the venue and selected market, and understand the resulting notional exposure.
- Set percentage or fixed sizing. Calculate the combined exposure if several markets can open at once.
- Configure exits and limits. Review stop loss, trailing behavior, position limits, and engine-specific rules.
- Backtest and simulate. Inspect open PnL, peak-to-trough drawdown, long and short trades, and worst simultaneous exposure.
Account for open-position drawdown
Drawdown should reflect current equity, not only realized closed trades. A strategy can show limited realized loss while an open leveraged position has lost most of its value. Review realized PnL and open PnL together, and use the report metric that includes the peak-to-trough equity decline.
Liquidation can occur before a configured exit
Exchange liquidation rules, rapid price movement, gaps, interest, unavailable liquidity, or failed orders can prevent an intended stop or close from protecting the position.
Legacy Margin listings
Marketplace Margin items published before 2025 are ignored by the current synchronization path. They used incompatible legacy configuration and should not be restored or treated as current strategies. Only current Margin listings at or after the compatibility cutoff should enter the active review and sync workflow.
Before starting live
- Confirm every market supports the requested side and leverage.
- Check borrowed-asset availability, interest, maintenance margin, and liquidation terms at the exchange.
- Use a small amount you can afford to lose and preserve reserve collateral.
- Monitor the first open and close through final order states.
- Keep an independent exchange login available for emergency intervention.