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Margin

Isolated vs cross margin

Compare position-specific collateral with account-wide shared margin and understand how risk can spread.

01

Isolated margin creates a boundary

Only the collateral assigned to an isolated position supports it. Adding or removing margin changes that position's liquidation distance without directly drawing on unrelated balances.

02

Cross margin shares support

Cross margin uses eligible account equity across positions. Profits in one position can support losses in another, but one large loss can reduce the safety of the entire account.

03

The safer mode depends on the objective

Isolated margin can make maximum assigned loss easier to reason about. Cross margin can be useful for offsetting portfolios and active management. Neither removes the need for position sizing.

04

The boundary determines how stress propagates

Isolated margin assigns a dedicated resource to a position, limiting how much other account equity automatically supports it. Cross margin pools support across eligible positions, which can delay one liquidation but also allows one loss to consume collateral relied on elsewhere.12

Cross margin is not diversification. Correlated positions can lose together, and profits that appeared to support the account can reverse. Stress the account as a portfolio and check whether open orders reserve additional margin.2

05

Two failure modes to compare

In isolated margin, a sound account can still lose the full amount assigned to one poorly sized position because unused collateral does not automatically support it. In cross margin, a loss can remain open longer but consume equity intended for unrelated positions and orders.12

Choose the boundary based on the intended failure containment. Then set a position-level exit and an account-level limit because neither margin mode replaces active risk control.

Decision rehearsal

Check your understanding

Scenario 01

Which statement correctly reflects “Isolated vs cross margin”?

Scenario 02

Which approach is most consistent with the lesson?

Source desk

Sources and review

Source 1 / U.S. Commodity Futures Trading Commission / accessed 28 July 2026Perpetual contracts and derivatives riskSource 2 / U.S. Commodity Futures Trading Commission / accessed 28 July 2026Futures market risk guidanceSource 3 / U.S. Commodity Futures Trading Commission / accessed 28 July 2026Futures glossary
Revision history

Mechanics, terminology, links, and examples checked.

Initial publication.

2026-10-26

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