{"id":179394,"date":"2021-05-10T15:12:00","date_gmt":"2021-05-10T19:12:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/glossary-terms\/equity-with-loan-value\/"},"modified":"2025-06-25T11:56:47","modified_gmt":"2025-06-25T15:56:47","slug":"equity-with-loan-value","status":"publish","type":"glossary-terms","link":"https:\/\/www.interactivebrokers.com\/campus\/glossary-terms\/equity-with-loan-value\/","title":{"rendered":"Equity with Loan Value"},"content":{"rendered":"<p>Forms the basis for determining whether a client has the necessary assets to either initiate or maintain security positions.\u00a0\u00a0Equals cash + stock value + bond value + mutual fund value + European and Asian options value (excludes market value U.S. securities &amp; futures options and cash maintained in futures segment).<\/p>\n<p>This value appears in the Balances section of the TWS Account Window, the Account tab in and on the Home page in Client Portal.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-226329 lazyload\" data-src=\"https:\/\/www.interactivebrokers.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/05\/tws-equity-loan-value-1100x261.png\" alt=\"TWS Account Window\" width=\"1100\" height=\"261\" data-srcset=\"https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/05\/tws-equity-loan-value-1100x261.png 1100w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/05\/tws-equity-loan-value-700x166.png 700w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/05\/tws-equity-loan-value-300x71.png 300w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/05\/tws-equity-loan-value-768x182.png 768w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/05\/tws-equity-loan-value-1536x364.png 1536w, https:\/\/ibkrcampus.com\/campus\/wp-content\/uploads\/sites\/2\/2021\/05\/tws-equity-loan-value.png 1924w\" data-sizes=\"(max-width: 1100px) 100vw, 1100px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1100px; aspect-ratio: 1100\/261;\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The basis for determining whether you have the necessary assets to either initiate or maintain security assets. For the Securities segment in a margin account, this is calculated as: Total Cash Value + Stock Value + Bond Value + Fund Value + European &amp; Asian Options Value <\/p>\n<p class=\"BodyIndent\">For the Commodities segment in a margin account, this is calculated as: Total Cash Value + Commodities Option Value \u2013 Futures Maintenance Margin Requirement For the Securities segment in a cash account, this is equal to\u00a0Settled Cash. <\/p>\n<p class=\"BodyIndent\">For the Commodities segment in a cash account, this is calculated as: Total Cash Value + Commodities Option Value \u2013 Futures Maintenance Margin Requirement + Minimum (0, Futures P&amp;L) This value appears in the Balances section of the TWS Account Window, the Account tab in WebTrader, and on the Home page in Client Portal.<\/p>\n","protected":false},"featured_media":0,"parent":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"traders-glossary":[13254,13251],"class_list":{"0":"post-179394","1":"glossary-terms","2":"type-glossary-terms","3":"status-publish","5":"traders-glossary-trading-terms-e","6":"traders-glossary-trading-alphabet"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.9 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Archives Term | IBKR Glossary | IBKR Campus<\/title>\n<meta name=\"description\" content=\"The basis for determining whether you have the necessary assets to either initiate or maintain security assets.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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