Enter the portfolio value ($) and the margin percentage requirement (%) into the Portfolio Margin Calculator. The calculator will evaluate and display the Portfolio Margin. 

Portfolio Margin Formula

The following formula is used to calculate the Portfolio Margin. 

PM = PV * MPR/100

  • Where PM is the Portfolio Margin ($)
  • PV is the portfolio value ($) 
  • MPR is the margin percentage requirement (%) 

How to Calculate Portfolio Margin?

The following example problems outline how to calculate Portfolio Margin.

Example Problem #1:

  1. First, determine the portfolio value ($). 
    • The portfolio value ($) is given as: 40,000.
  2. Next, determine the margin percentage requirement (%). 
    • The margin percentage requirement (%) is provided as: 20.
  3. Finally, calculate the Portfolio Margin using the equation above: 

PM = PV * MPR/100

The values given above are inserted into the equation below and the solution is calculated:

PM = 40,000 * 20/100 = 8,000 ($)


Example Problem #2: 

For this problem, the variables required are provided below:

portfolio value ($) = 60,000

margin percentage requirement (%) = 30

Test your knowledge using the equation and check your answer with the calculator above.

PM = PV * MPR/100 = ?