баланс на форексе / Что означает показатель «Баланс» (Balance) | Альфа-Форекс

Баланс На Форексе

баланс на форексе

forex software

The balance chart displays the movement of your account balance during the backtest. With a single look, you can evaluate your strategy. The Y-axis represents the money in your account. The X-axis represents the time that has passed. Clicking on the chart in strategy editor tab will take you to the balance chart tool. The balance chart tool displays the same chart in more detail.

Balance Chart

Chart Lines

Balance and Equity lines are always visible. Other lines can be switched on and off from the Control Panel → General.

Balance line (blue)

You can easily distinguish the balance line from the other lines by its intermittent movement. This type of movement occurs because the line changes only if a position is closed. While the position is open, the balance line will stay horizontal and just move to the right. Every time the balance line moves vertically, the amount of money in your account changes.

Equity line (yellow)

The equity line shows the current profit. Unlike the balance line, where “real” money moving in and out of your account, the equity line displays only the “virtual” movement of the money in your account. This means you are not really having profit (or loss) until the position is closed. The difference between the movement of the equity and balance lines is the floating profit loss.

When creating a strategy you will be looking for equity/balance lines that grow steadily without going up and down too much.

Long and Short balance (green and red)

The equity and balance lines show the movements of our account from short as well as from long positions. By looking only at those two lines you cannot tell if the strategy works equally well when opening short and long positions. You can but easily see this if you have enabled the long and short balance lines in the control panel (“Show long and short balance lines on Balance/Equity Chart”). The green line represents the balance from long positions. The red line represents the balance from short positions. The blue (balance) line represents the sum of both the green and the red lines. There are strategies that work better in one direction. For example if the red line is going up, but the green one is going down it is easy to see that his strategy works better with short positions. This in turn means that the strategy is over-optimized and works only in one direction, which is not a good sign. In an ideal strategy, the balance line would go diagonally up and to the right; the red and green lines would be moving together in the same direction.

Close Price (gray)

The close price line shows the trading price on the balance chart. This allows you to see how your strategy reacts to the changes in the market.

Shorter Periods&#; Distribution

Shorter Periods Distribution

This one is visible only when you have enabled the “Use all shorter periods and tick data to improve interpolation” option from the control panel. The color of the line shows what data FSB Pro is using: red for D1, orange for H4 etc. When you move your cursor above the chart, you can see the data period about the period that FSB Pro uses in the status bar.

Out of Sample Zone

This zone has a green background. You can see it only in the generator and optimizer if you have enabled the OOS option. You can read more about OOS testing in the generator article.

Dynamic Info

In the status bar, FSB Pro displays data about the current time, the state of your account balance and equity as well as data period are

What&#;s The Difference Between Equity and Balance in Forex?

What is the difference between equity and balance in forex trading? While equity is a dynamic value that reflects the changes in open trades, balance is the amount of initial funds in your trading account. Every trader should be able to understand the difference between equity and balance as they are two crucial aspects of forex trading. Fundamentally, while they may reflect the same amount sometimes, equity and balance are two different amounts.

What is Balance? 

The account balance, or simply balance, is the amount of money in your forex account. If you deposit $ into your account, then the balance will be $ The balance is not affected by your trading activity until you close your open trades. Balance doesn’t include any profits or losses that are to be realized by open trades, only reflects profits/losses from closed positions. It changes only when you deposit funds or close a trading position. Swaps and rollover fees also affect your account balance if you keep a trade open overnight. 

The swap in forex trading is a fee or interest rate a trader either pays or earns for a trade that is kept open overnight. The swap will be funded to your balance if you’re paid and will be deducted if you’re charged. Swap fees are usually low but can add up if you trade more frequently or you’re trading large positions. 

The balance is displayed on the MT4 trading platform in the Terminal window under the Trade tab. 

What is Equity? 

Equity reflects the current value of the trading account and fluctuates according to changes in open trades. It is the account balance plus unrealized profits/losses associated with open trades. Equity also takes into consideration the trading costs like swaps and commissions. 

Equity = Balance + Unrealized Profits/Losses 

For example, if a trader goes long on the EUR/USD pair and the trade is showing a floating profit of $ Let’s assume the trading balance is $ In this case, the balance would be $ while equity will be displayed as $ This amount will keep fluctuating until the trade is closed, then it will be reflected automatically on the account balance.

If you have no trades open, then simply consider your Equity = Balance.
Balance vs Equity Explained

Related Equity Terms: 

  • Balance Equity: it refers to the total funds in the trading account when there are no open trades. 
  • Floating Equity: it is the future or unrealized profits and losses that are not reflected on your balance yet. This amount fluctuates as long as the trades are open. 
  • Negative Equity: it happens when unprofitable trading ends up wiping the trading account. Yes, some traders may end up with greater losses than their balance. But luckily, many forex brokers offer a negative balance protection feature that helps traders avoid such incidents.  
Why is Forex Equity important? Forex equity is the value of a trader's account, corresponding to gains and losses. It matters since it displays the true value of the account and has an impact on a trader's capacity to carry on trading and overall profitability. Forex equity is crucial since it gives an overview of account value, influences margin requirements, affects risk management, and directly affects profitability.

Equity and Margin 

The margin is the amount of capital required to open and maintain trading positions. It acts like collateral that is kept aside by the forex broker in order to keep a trade open and ensure that potential losses are covered. The margin is released back into the account balance once the trade is closed. 

Free margin is calculated by subtracting the margin from the equity, and it is the available margin to open new trades. When there is no sufficient free margin to keep trades open, the trader is notified to top up the account with funds. This is known as the margin call. 

The formula for calculating the margin level is:

Margin Level = (Equity/Margin) x %  

Equity Vs Balance Explained 

The account balance is all the existing cash capital in your account. While equity is the balance +/- unrealized profits or losses. The balance and equity are equal in case you have no open trades. 

Equity is usually lower than balance when the open trades are losing or when profits are smaller than swap and paid a commission. On the other hand, equity is higher than balance when existing trades are winning, and profits are greater than trading costs. So, equity reflects the variable value of the trading account, a real-time reflection of current profits/losses.  Sometimes it is referred to as the floating account balance. 

Why should traders monitor equity? Equity shows the overall performance of all opened positions. It calculates how your balance will be when the trades are closed, so it provides more accurate data than the balance. Some bad trades can cost you most of your account balance, this is why a trader should always consider keeping an eye on equity.  

How important is it to track your Trading Equity?

Let’s begin by exploring an alternative definition of equity, which refers to the combined value of a trader’s forex balance and any unrealized profits or losses related to their open trading positions. Equity is a reflection of the current status of all active trading positions.

When the margin is subtracted from equity, the remaining amount is referred to as free margin, which can be utilized to initiate new trades. However, if the free margin isn’t adequate to sustain existing trades, the broker will send a notification to the trader to top up their balance. Failure to respond to this margin call will result in the broker forcibly closing all open positions if the market moves unfavorably to the trader.

The notification from brokers for traders to add funds to their accounts is commonly known as Margin Call, while the situation where brokers forcibly close a trader’s positions due to insufficient funds is called Stop Out. Margin call and stop out limits differ among brokers and are typically detailed in the specifications for a forex account. As a trader, it is crucial to keep track of your equity and free margin levels to avoid losing your trading deposit.


Forex Balance Vs Equity: What Matters Most?

Equity and balance clearly differ significantly from one another. Additionally, we now understand which one requires closer attention. Due to the vital components, it contains, failing to pay attention to your equity will only hinder your ability to trade profitably. The balance, however, does not contain any items that are important enough to influence the results of deals.

The progress of your equity will depend on how well your trading strategy and risk management concepts work together with your money management. It will also have an impact on how many trades you can execute using the money indicated in your forex balance. Due to the fact that doing so will merely bring your account closer to the stop-out level, you cannot afford to trade recklessly or haphazardly. Your equity will no longer be able to sustain additional trading activities once it hits that point, and your FX balance will be zero.

Equity,Equity and Balance Forex Education

How to Open Forex Account in a Few Steps

A forex account is used to trade foreign currencies. Typically, you open an account, deposit money and then buy and sell currency pairs. Opening a forex trading account is a quite simple process these days given the growth of online forex trading. It requires some paperwork and a few security steps, such as identity verification, and all can be done online. But first, you’ll have to choose your forex broker, select an account type, register then activates your account. 

You can choose between various account types, based on your trading strategy, experience, and capital designed for investment. Choices include Standard, Cent, or ECN trading accounts. Enjoy favorable trading conditions with Aximtrade; especially when it comes to margin and leverage levels. You can control your real-time risk exposure by monitoring your used and free margin as together make up your equity. 

AximTrade provides a leverage range that helps you choose your preferred risk level. The leverage ratio depends on your account type and equity, up to infinite leverage, and can be reduced by applying custom leverage.

Follow these steps to open a forex account with AximTrade:

  1. To open a forex account, log in to your member account from AximTrade login, and click on the “+ Open Extra Account” button on the top right. 
  2. Choose your preferred account type. You can choose between Standard, Cent, and ECN accounts. You can also choose a demo account if you’re a beginner. 
  3. Select your account and press “Open”. 
  4. Name the Account and create both trading and investor passwords for your account. The investor password should not be the same as the account password. Remember to use both uppercase and lowercase letters and use a combination of numbers and letters. Then click “Done”.
  5. Now your account is ready for trading. You can find all your accounts in the “My Accounts” tab. 

Join a Powerful Online Trading Platform

Experience the most reliable trading conditions and infinite leverage account with one of the best brokers in the financial markets. AximTrade is an award-winning brokerage service provider and multi assets trading platform with a diversity of financial instruments including stocks, cryptocurrencies, forex, indices, metals, and oil. The company offers top-notch technology, competitive leverage conditions, the lowest spreads, and a diversity of account types and investment capitals. Check the full AximTrade Review to learn more about the trading conditions and the company regulations.

AximTrade is dedicated to providing forex traders with easy-to-use technology, educational resources, technical analysis, varieties of forex bonus promotions, and a highly competitive trading environment with the best trading conditions.


What does equity balance mean in forex?

The balance in a trader’s account following the deduction of profits and losses is referred to as the forex equity balance. To calculate it, deduct all losses (realized or unrealized) from all profits. A trader, for instance, who deposited $10, and made $5, in profits while losing $3, would have an equity balance of $12, ($10, + $5, – $3,).

Do you withdraw equity or balance in forex?

The balance indicates the total amount of money in the trader’s account, while equity represents the balance together with any gains or losses from active positions. If you don’t have any positions open, equity equals the balance. A trader can withdraw equity from their forex account by transferring funds to their bank account or using other available withdrawal methods provided by their broker.

Why is equity higher than balance?

Balance is the overall amount of funds available to trade next, whereas equity in a trading account is the account’s current value after profits or losses are taken into consideration. Due to profitable trades or unrealized gains, equity may be higher than balance, but it may also be lower due to failures or unrealized losses in open positions. Taking trade earnings and losses into account, equity provides a more realistic account value compared to balance.

What is equity and balance in a forex account?

Equity and balance are crucial terms in forex trading. Balance is the total amount of money in your account, including deposits and trading profits/losses. Equity is the current value of your account if all open trades were closed at the current market price. It considers both your balance and the value of open positions and will fluctuate as open trades gain or lose value.

What is equity and balance in MT4?

Equity and Balance are two components of a trader’s account on MetaTrader 4 (MT4). By adding the account balance to the profit or loss on open positions, equity—also known as the current worth of a trader’s account, including open positions—is computed. A trader’s balance includes the initial investment as well as any gains or losses from closed trades.

What is balance and equity in trading?

Trading balance is the sum of a trader’s account funds, comprising initial deposits, profits/losses, and deposits/withdrawals. Open positions and unrealized profits/losses are not factored in. Equity reflects the market value of open positions and unrealized profits/losses, obtained by deducting losses from profits and adding to the balance. Market prices of open positions affect profits and risks, fluctuating continuously.

Can you withdraw equity from forex account?

While there might be restrictions, most forex brokers let their customers withdraw their money, including gains. These limits or fees for withdrawals could be accompanied by minimum balance requirements, account verification processes, or both. Read and comprehend the terms and conditions of your forex broker thoroughly before attempting to withdraw equities and abide by their policies and instructions.

What is the difference between account balance and equity?

Your account balance is the amount of money you have in your account, excluding any profits or losses from your open trades. Equity is your balance plus or minus the profits or losses from your open trades.


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