Real-Time Valuation Updates
Reflects the current market value of assets in the portfolio, providing an accurate picture of financial standing.
Revenue
Portfolio Revaluation involves updating the valuation of your portfolio based on current market prices, particularly relevant in volatile markets like cryptocurrencies.
Portfolio revaluation keeps your balance accurate. As asset prices fluctuate, the total value of your holdings is recalculated, affecting total balance, margin balance, and overall equity. This feature is crucial to monitor in real time, as increases in asset values can directly enhance your portfolio’s worth and trading capabilities.
Core benefits for traders
Reflects the current market value of assets in the portfolio, providing an accurate picture of financial standing.
Changes in asset prices influence the total balance, margin balance, and equity, affecting trading potential and decision-making.
A rise in asset prices increases portfolio valuation, allowing traders to capitalize on market gains.
Inside the process
The system continuously monitors market prices, ensuring the portfolio valuation reflects the prevailing asset values.
When asset prices increase, the portfolio’s total value goes up, leading to a higher total balance and subsequently a higher margin balance and equity.
As asset prices rise, the increased portfolio value translates into unrealized gains. They can be realised by selling the appreciated assets or utilising the enhanced margin and equity for further trading opportunities.
Opportunities of usage
As asset prices rise, the overall value of the portfolio increases, directly enhancing the financial standing.
Higher margin balance and equity enable you to engage in more substantial trades, potentially leading to greater profits.
Use the increased equity to diversify into additional assets or markets, spreading risk and enhancing profit potential.
An appreciated portfolio provides more options for strategic trading and risk management.
Portfolio revaluation is the process of updating the value of a trading portfolio to reflect current market prices, influencing key trading metrics like balance and equity.
When asset prices move, B2TRADER recalculates the total value of your holdings in real time. This updates your total balance, margin balance, and equity — directly influencing how much margin is available and your capacity to open or maintain positions.
A higher portfolio valuation increases total balance, margin balance, and equity, giving you greater trading capacity, improved financial flexibility, and the ability to leverage unrealised gains for further trading opportunities.
You can realise gains by closing or reducing appreciated positions, or use the increased equity and margin balance to open new trades, diversify into additional assets or markets, and expand your strategic options without additional deposits.
Yes. The system continuously monitors market prices and automatically recalculates portfolio valuation, keeping total balance, margin balance, and equity aligned with current asset values in real time.
B2TRADER applies available market or configured conversion rates to value assets in your account’s root currency. When a direct pair is unavailable, the platform uses intermediate conversion paths so portfolio valuation and equity remain consistent across multi-asset holdings.
Open a demo account or book a walkthrough with our team.