Understanding Isolated Margin Mode for Spot, Futures, Multi-Currency, and Portfolio Margin

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Trading Rules

Isolated Margin for Spot and Futures

When users trade in isolated margin mode for spot and futures, the available balance of the currency must be greater than or equal to the order's required amount in the same currency.

Multi-Currency Isolated Margin

For multi-currency isolated margin mode, the adjusted account equity must be greater than or equal to the held equity of pending orders, and the available balance of the currency must meet the order's requirement.


Isolated Margin Mode Mechanics

1. Margin Position Display

In isolated margin mode, traded margin pairs appear as margin positions:

TermExplanationAPI Parameter
AssetQuantity of purchased crypto (after fees)pos
DebtBorrowed amount including interestliab
MarginMargin used for the positionmargin
Entry PriceAverage entry price of the positionavgPx
Estimated Liquidation PriceCalculated based on debt, interest, and margin requirementsliqPx
Floating P&LUnrealized profit/lossupl
Floating P&L %Floating P&L / Initial MarginuplRatio

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2. Pending Positions

Pending orders reflect assets, debt, and margin in an isolated position. Display varies between old and new isolated margin modes.

Example Positions:

Position TypeBase Currency as MarginQuote Currency as Margin
BuyOld mode: 1.1 BTC asset, -100k USDT debt1 BTC asset, -100k USDT debt
Sell100k USDT asset, -1 BTC debtOld mode: 110k USDT asset, -1 BTC debt

3. Closing Positions

ActionBase Currency MarginQuote Currency Margin
Buy PositionFull repayment of quote debtSell all base assets
Sell PositionSell all quote assetsFull repayment of base debt

Closing Methods:


Perpetual/Futures in New Isolated Margin Mode

Supports both Hedge Mode and One-Way Mode.

MetricDefinition
TotalNet position size
AvailableOnly in Hedge Mode: Total - Pending Close Orders
P&LUnrealized profit/loss
P&L RatioP&L / Initial Margin
Liquidation PricePrice where position becomes at risk
Margin BalanceInitial margin ± adjustments
Maintenance MarginMinimum required margin

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Isolated Margin Options

Options positions display:

MetricDefinition
TotalNet position size
Option ValuePosition × Mark Price × Contract Multiplier
P&L(Mark Price - Avg Entry Price) × Position Size
Margin LevelMargin Balance / (Maintenance Margin + Liquidation Fee)

Risk Evaluation

Isolated positions are risk-evaluated separately from cross positions. Liquidation warnings trigger at:

Liquidation Examples:

  1. BTC/USDT Margin Buy:

    • If position tier ≥2 and margin <100%, partial liquidation occurs
    • Tier 1 positions liquidate fully if margin <100%
  2. BTCUSD Perpetual:

    • Tier ≥3 positions undergo partial liquidation first
    • Lower tiers liquidate fully if margin remains <100%
  3. ETH Options:

    • Partial liquidation reduces position tier
    • Full liquidation if margin stays <100% at lowest tier

FAQ

What's the difference between isolated and cross margin?

Isolated margin restricts risk to single positions, while cross margin shares risk across all positions.

How is liquidation price calculated?

It depends on:

Can I change margin modes after opening a position?

No, margin mode must be selected before position opening and cannot be changed afterward.

Why does my position show different P&L in old vs new isolated mode?

The new mode calculates P&L without including margin in the asset value, providing clearer profit metrics.