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Filter:Finance Policies

Category – Finance Policies

Finance policies refer to the set of principles and guidelines used by an organization, government, or institution to manage financial operations, such as budgeting, investing, and accounting. In trading, finance policies impact decision-making, risk management, and asset allocation strategies. Traders must stay informed about changes in government fiscal policies, central bank regulations, and corporate financial policies as they influence market conditions, currency fluctuations, and interest rates.

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TRANSACTION FEES

Transaction Fees include additional broker-imposed charges for trade execution, such as exchange fees or platform usage fees.

COMMISSION FEES

Commission Fees are charges imposed by the broker for executing trades. These fees are calculated as a fixed amount per transaction or a percentage of the transaction value.

BROKER FEES

Broker Fees are unpaid charges, such as trading commissions or account fees. These reduce account equity until resolved and must be managed to avoid impacting available funds.

ANNUAL PERCENTAGE RATE (APR)

Annual Percentage Rate (APR) is the annual rate charged for borrowing or earned through an investment, expressed as a percentage.

INTEREST

Interest is the total cost incurred for borrowing funds, including margin interest (cost of borrowing on margin) and accrued interest (unpaid obligations), and any other interest-related expenses charged by brokers.

LIABILITIES

Liabilities are obligations such as margin debt, interest, short sale proceeds, loaned funds, broker fees, and margin calls. They reduce account equity and influence the net liquidation value of a trading account.

CASH RETENTION RATIO

Cash Retention Ratio measures the percentage of the account's initial balance still available as total cash. It reflects the trader's ability to preserve liquidity relative to their starting capital, aiding in financial performance analysis.

WITHDRAWAL

Withdrawal applies exclusively at the account level, reflecting funds removed from the trading account. It reduces the overall account balance and may indirectly impact trading capacity.

ACCOUNT INITIAL BALANCE TYPE

Account Initial Balance Type defines the method used to establish starting funds, such as cash deposits or asset transfers. It clarifies funding sources and supports segmentation for detailed reporting.

MANUAL DEPOSIT TYPE

Manual Deposit Type categorizes the methods or reasons for manual deposits, such as cash transfers or asset liquidations. It supports detailed reporting and enhances financial transparency.

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