Daily Margin Statement: Your Financial Insight in Stock Trading

What is a Daily Margin Statement?

A Daily Margin Statement is a SEBI-mandated report sent to your registered email every trading day after market close. It helps you monitor your margin status, avoid penalties, and stay trade-ready.

 What does it include?

  • Margin required for open positions
  • Margin currently available in your account
  • Any shortfall or excess margin
  • Free margin available for new trades

 How to read your Daily Margin Statement

The report is typically divided into these sections:

  • Exchange/Segment: Indicates which market (e.g., NSE EQ, NSE F&O) the data belongs to.
  • Total Margin Available: Combined margin from funds and pledged collateral.
  • Total Margin Required: Margin blocked for your current open positions.
  • Free Margin: Excess margin you can use for new trades.
  • Shortfall/Excess: Shows whether you’re in deficit or have surplus funds for margin requirements.

Always ensure your Total Margin Available ≥ Margin Required to avoid trade restrictions.

 Common mismatches and what they mean

  • Margin required seems higher than expected: Check for overnight position carry-forward or leveraged instruments (like options or MTF).
  • Pledged collateral not reflecting: It could be due to settlement delay or re-pledge rejection. Check Collateral Reports or Pledge status.
  • Negative free margin: Indicates margin shortfall — add funds immediately to avoid penalties or order blocks.

When is it sent?

Every trading day, post-market hours, to your registered email address.

 What if you're trading across multiple exchanges?

If you're active on more than one exchange—like NSE EQ and NSE F&O—you’ll receive a consolidated margin statement covering all segments.

Heads-up: Always check your margin statement before placing new trades. Margin shortfalls can block orders or trigger penalties.

What if…

ScenarioWhat happens
You don’t receive the Daily Margin StatementCheck your spam folder and verify that your email is updated in your FYERS account. If it's still missing, contact support.
You trade across multiple exchangesYou’ll receive a single consolidated statement showing margin data across all active segments like NSE EQ and F&O.
Your account has a margin shortfallYou’ll need to add funds to meet the shortfall. Until then, you may be restricted from placing new trades or risk auto square-off.

Last updated: 27 Jun 2025