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Personal Finance

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Filter:Personal Finance

Category – Personal Finance

Personal finance refers to the management of an individual's financial activities, including budgeting, investing, saving, and managing debt. In trading, personal finance principles help individuals make informed investment decisions that align with their financial goals and risk tolerance. Traders use personal finance strategies to build wealth, optimize returns, and manage expenses. Effective personal finance planning also involves understanding asset allocation, retirement accounts, and emergency savings, ensuring long-term financial security.

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ACCOUNT SIZE AT GOAL CREATION

Account Size at Goal Creation represents the balance recorded when a growth goal is set. It serves as the baseline for tracking performance and evaluating progress toward achieving the target account value.

TOTAL CASH

Total Cash represents the combined amount of allocated and unallocated cash in an account. It provides a holistic view of available liquidity, capturing both cash reserved for specific purposes and flexible funds for new opportunities.

ALLOCATED CASH

Allocated Cash is the portion of cash designated for specific purposes, such as active trades, fees, or margin requirements. It reflects cash commitments not yet accounted for in market value calculations.

UNALLOCATED CASH

Unallocated Cash refers to the portion of cash in an account that is not committed to trades, margin requirements, or obligations. It represents liquid funds available for immediate use, offering flexibility for new investments or expenses.

NET CASH CHANGES

Net Cash Changes is the difference between the account's initial balance and current total cash. It highlights the impact of trading, deposits, and withdrawals on liquidity, offering insights into the net cash flow within the 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.

ACCOUNT AVAILABLE

Account Available is the amount of capital in a trading account that is readily available for new trades. This includes unallocated cash, excluding funds tied up in open positions, reserves, or trade margins.

ACCOUNT INITIAL BALANCE

Account Initial Balance defines the starting funds in a trading account, established only once during account creation. It serves as the foundation for tracking growth and managing risk, calculated by the initial deposit or transfer into the account.

TRADE RESERVE

Trade Reserve is the portion of your account allocated to maintain active trades, such as meeting margin requirements or collateral. It fluctuates based on trade size, leverage, and market conditions.

CAPITAL RESERVE

Capital Reserve is the allocated portion of capital from your total account balance intentionally set aside by the trader for non-trading purposes. It supports financial stability, long-term planning, and future opportunities.

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