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Net Dynamic Leverage

General Information​

The Net Dynamic Leverage trigger is designed to automatically adjust leverage in real time. It analyzes the total volume of open positions on a single account for a single instrument and, based on pre-configured rules, adjusts the margin requirements of the open positions for the analyzed instrument. Margin requirements for positions in other instruments remain unchanged.

Leverage adjustments can be set using either numerical values or percentages, and can be scheduled by specifying days of the week and time, depending on the total net volume of the selected instrument.

Note: To function properly, this trigger requires the installation of our plugin on your trading server. Please contact our customer support team for installation instructions. Plugin supports MT4 and MT5 platforms.

You can find the Dynamic Leverage trigger under:
📌 Risk Management → Automatic Control

Edit Settings​

Parameter NameDescription
Rule NameAssign a specific name to the rule.
Active Accounts onlyWhen this feature is enabled, the trigger will apply only to active traders. If a trader is inactive, the margin requirements for open positions will remain unchanged. An account is considered active if trading is performed within a time period specified in the active rule — that is, within the scope of a HMR (High Margin Requirements) period .
Operation ModeDefines how the MarginRate parameter is changed for the trading symbol.
✅ Use "Leverage" if leverage is included in the formula for calculating MarginRate.
✅ In other cases, it is advisable to use "Percentage".
LeverageCreate additional time periods with specific leverage by entering the desired leverage and clicking "Add".
Start Time (Weekday, HH:MM)Set the start time (weekday, hour, and minutes).
End Time (Weekday, HH:MM)Set the end time (weekday, hour, and minutes).
Volume Range (Lots)Define the volume range (in lots) for the specified time period.
Account GroupsSpecify which account groups should be monitored.
AccountsSelect individual accounts for monitoring.
Symbol GroupsChoose which symbol groups should be monitored.
Included SymbolsSelect specific symbols to be monitored.
Included AgentsSpecify agent IDs that should be processed.
Excluded AgentsSpecify agent IDs that should be excluded from processing.

🛑 Required Parameters​

The following parameters must be configured for the trigger to work properly:

Instrument(s)​

  1. Symbol Groups: Specifies the group of symbols to which the trigger will be applied.
  2. Included Symbols: Specifies the individual symbols affected by the trigger.

Account(s)/Account Groups​

  1. Account Groups: Defines the group of accounts to which the trigger will be applied.
  2. Included Accounts: Specifies individual accounts affected by the trigger.
  3. Included Agents: Specifies the agents for whom the trigger settings will apply.

Account Types​

The trigger supports the following account types:

  • Hedging
  • Netting

Calculation Types​

The trigger supports four types of margin calculations:

  1. Forex No Leverage – Margin without leverage.
  2. Forex – For currency pairs.
  3. CFD – For Contracts for Difference.
  4. CFD No Leverage – CFDs without leverage.

"Active Accounts Only" Feature​

When this feature is enabled, the trigger will apply only to active traders.
If a trader is inactive, margin requirements on open positions will remain unchanged.

An account is considered active if trading is performed within a time period specified in the active rule — that is, within the scope of a HMR (High Margin Requirements) period .

Core Functionality​

Dynamic Leverage Adjustment​

The trigger automatically adjusts leverage when certain conditions are met:

  • As the total volume of all open positions on specified account(s) (in lots) increases:
    Leverage increases when the trader’s total position volume exceeds a configured threshold.

Percentage-Based Leverage Adjustments​

If percentage values are used, all calculations are based on the current leverage.

You can either:

  • Increase leverage — for example, set 200% to double the current leverage.
  • Decrease leverage — for example, set 50% to reduce the leverage by half.

Notes​

  • When creating a leverage change rule tier, keep in mind that the adjustment occurs up to the maximum volume threshold.
  • The next rule tier takes effect only after the previous one’s maximum threshold is reached.
  • When the HMR period, specified in any rule, ends, the leverage is automatically reverted to the value that was active before the rule was applied.

Permissions​

Since this trigger requires our plugin to be installed on the trading server, all permissions are managed by the plugin and cannot be overridden.

📘 Example: Margin Calculations with Net Dynamic Leverage

This example demonstrates how margin requirements are calculated based on position volume and trigger-defined leverage rules.

🔧 Account & Symbol Setup​

  • Account Leverage: 1:1000
  • Symbol: USDJPY
    • Initial Margin Rate (BUY): 1.0
    • Initial Margin Rate (SELL): 1.0
    • Hedged Margin: 50,000 (per 1 lot)
    • Contract Size: 100,000 (per 1 lot)

⚙️ Trigger Rule Settings​

Volume Range (lots)Leverage
0.01 – 2.00100
2.01 – 15.0010

▶️ Action Sequence & Margin Calculations​

✅ 1. Open BUY 0.2 lot​

  • Calculation:
    0.2 * 100,000 / 100 = 200
  • Expected Margin: 200
  • Actual Margin: ✅ 200

✅ 2. Open additional BUY 0.5 lot​

  • Total Volume: 0.2 + 0.5 = 0.7 lot
  • Calculation:
    0.7 * 100,000 / 100 = 700
  • Expected Margin: 700
  • Actual Margin: ✅ 700

✅ 3. Open SELL 0.3 lot​

  • Hedged Volume: 0.3 lot
  • Net BUY Volume: 0.7 - 0.3 = 0.4 lot
  • Calculation:
    0.3 * 50,000 / 100 + 0.4 * 100,000 / 100 = 150 + 400 = 550
  • Expected Margin: 550
  • Actual Margin: 🔒 700 (Fact remains unchanged while margin decreases)

✅ 4. Open additional SELL 1.1 lot​

  • Total SELL Volume: 0.3 + 1.1 = 1.4 lot
  • Total BUY Volume: 0.7 lot
  • Hedged Volume: 0.7 lot
  • Net SELL Volume: 1.4 - 0.7 = 0.7 lot
  • Calculation:
    0.7 * 50,000 / 100 + 0.7 * 100,000 / 100 = 350 + 700 = 1050
  • Expected Margin: 1050
  • Actual Margin: ✅ 1050

✅ 5. Close SELL 1.1 lot​

  • Remaining SELL Volume: 0.3 lot
  • Net BUY Volume: 0.7 - 0.3 = 0.4 lot
  • Calculation:
    0.3 * 50,000 / 100 + 0.4 * 100,000 / 100 = 150 + 400 = 550
  • Expected Margin: 550
  • Actual Margin: ✅ 550

✅ 6. Close SELL 0.3 lot and Open BUY 1.3 lot (Total = 2 lots)​

  • Total BUY Volume: 0.2 + 0.5 + 1.3 = 2.0 lots
  • Trigger edge case – leverage changes to 10
  • Calculation:
    2.0 * 100,000 / 10 = 20,000
  • Expected Margin: 20,000
  • Actual Margin: ✅ 20,000

✅ 7. Open SELL 0.1 lot​

  • Hedged Volume: 0.1 lot
  • Net BUY Volume: 2.0 - 0.1 = 1.9 lot
  • Leverage returns to 100 (volume < 2.01)
  • Calculation:
    0.1 * 50,000 / 100 + 1.9 * 100,000 / 100 = 50 + 1900 = 1950
  • Expected Margin: 1950
  • Actual Margin: ✅ 1950

📌 Notes​

  • Margin is calculated dynamically based on net exposure and the applicable leverage from the volume range.
  • Hedged positions use a reduced margin based on the hedged margin value.
  • Leverage rules are applied at the moment the volume threshold is crossed.