Margin & Combined Equity
Margin equity represents the investor’s actual ownership value in a margin account and plays a critical role in determining buying power and maintenance requirements. This video walks through how equity is calculated and applied in both long and short margin scenarios.
You’ll learn:
The definition of equity in long vs. short margin accounts
How to calculate equity in margin accounts
How equity is affected by market movements and debit/credit balances
Common pitfalls to avoid when answering equity-related questions
📘 Related Exams: SIE, Series 7, Series 9, Series 65, Series 66
🧠 Skill Level: Intermediate to Advanced
📈 Topics Covered: Combined equity formula, margin account analysis, long vs. short positions, exam-based scenarios
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