1

Total Equity

Isolated Margin

• Equity comprises the Wallet Balance, as well as the Unrealized PnL of the Perpetual and Futures in USD. 

Cross Margin & Portfolio Margin

• Equity comprises the total wallet balance of all coins, as well as the total unrealized PnL of the Derivatives contract(s) and the option value, converted into USD, without considering any collateral value ratio. 
• Equity = Wallet Balance + Perp & Futures UPL + Options Value 

2

Total P&L 

• This will direct you to your Unified Trading Account PnL analysis. For more information, please refer to here. 

3

Wallet Balance 

• The actual number of coins including any bonus, converted into USD, that you physically held in your Unified Trading Account.
• Please note that the USD amount displayed is an estimated amount after conversion, and does not refer to the actual USD amount in your account. 

4

Unrealized PnL of Perpetual and Futures

• This includes all the unrealized PnL from USDT Perpetual, USDC Perpetual, and Futures contracts, by deriving the difference between the average entry price and the current mark price. 
• However, please note that the actual realized PnL for your position will always be based on the difference between the average entry price and exit price, minus any trading fees or funding fees. 
• The USD display is an estimated amount after conversion. 

5

Available Balance

• This indicates the amount available for trades. The USD amount display is an estimated amount after conversion.
• Available Balance = Margin Balance - Initial Margin - Haircut Loss
• The available balance for different coins on Spot Margin Trading could be different due to the reason for haircut loss. 

6

Margin Balance

Isolated Margin

• Not applicable. Under Isolated Margin mode, traders cannot use other assets to collateralize as trading margin. You must hold the respective coin as the settlement coin. 

Cross Margin & Portfolio Margin

• Margin balance is the total amount that can be used as the margin in your account. If the margin balance falls below the maintenance margin, liquidation will be triggered.
• Do note that the value shown here is an asset value after considering the collateral value ratio on the wallet balance and not the actual USD amount held in your account.
• Cross Margin: Margin Balance = Wallet Balance + Perp & Future UPL 
• Portfolio Margin: Margin Balance = Wallet Balance + Perp & Futures UPL+ Option Value

7

Choose Margin Mode

• You can switch your margin mode to either Isolated Margin mode, Cross Margin mod, or Portfolio Margin mode. 
• Please note that you must fulfill the criteria to switch the margin mode. For more details, please visit here. 

8

Spot Margin

Isolated Margin

• Not applicable for Isolated Margin mode as Spot Margin Trading is not supported. 

Cross Margin & Portfolio Margin

• A switch for you to enable or disable Margin Trading on Spot. Once enabled, your selected collateral assets can be used for Spot Margin Trading too. 

9

MM (Maintenance Margin)

Isolated Margin

• Not applicable. Under Isolated Margin mode, the account risk is assessed using the Mark Price and the Liquidation Price of the position.

Cross Margin & Portfolio Margin

• When you tap on MM, you will be able to see your Initial Margin, Maintenance Margin, Margin Balance, and Available Balance. 
• MM refers to the minimum amount of margin required for holding positions in Derivatives (excluding Inverse) and Margin Trading on Spot, in USD. 
• Liquidation may be triggered if your margin balance falls below your maintenance margin level (i.e. MM rate is ≥ 100%).
• For more information, please refer to the Glossary (Unified Trading Account). 

IM (Initial Margin)

Isolated Margin

• Not applicable. Under Isolated Margin mode, the account risk is assessed using the Mark Price and the Liquidation Price of the position.

Cross Margin & Portfolio Margin

• IM refers to the total amount of margin required by all active orders and open positions under both Derivatives (excluding Inverse) and Spot Margin Trading in USD.
• If the IM Rate is ≥ 100%, it means that all margin balance has been fully utilized for your active orders and open positions. You will no longer be able to place active orders that may increase your position size.
• USD Index Price = USDT Perpetual Index Price x USDT Conversion Rate
• USDT Conversion Rate = BTCUSD Index Price / BTCUSDT Index Price
• For more information, please refer to Glossary (Unified Trading Account). 

10

Unified Trading Account Guide

• For new users, you are recommended to go through our Unified Trading Account guide. 
• You can have a quick glance at the benefits of UTA, the margin mode supported, select collateral, and risk warning. 
• You can also utilize our Demo Trading to try out Unified Trading Account with zero risk.  

11

Transfer

This allows you to transfer the selected coin within your Main Account or across your Subaccounts. Read more on How to Transfer Assets on Bybit

Transferable Amount

Isolated Margin

• Your available balance for trades or transfer out, after deducting your initial margin and order margin. 

Cross Margin & Portfolio Margin

• This value is an estimated amount of the coin that can be transferred, after considering the unrealized loss, initial margin required, frozen amount for active orders or borrowings, haircut loss, order loss, and any negative option value. 
• Unrealized profit can be used for trades but cannot be transferred out. 
• The actual amount that can be transferred is subject to the real-time display in the Transfer window.
• You will not be able to transfer out more funds from UTA when IMR reaches 100%. 

12

Convert

You can convert your fiat or crypto into another currency easily without conducting trades through the Spot market. Read more on How to Convert Your Assets.

13

Borrows

• The amount that you have borrowed for that respective coin. For more information about borrowing and repayment, please visit here. 
• You can also view your borrowing history and interest accrued. 
• You can make manual repayment on your borrowed amount here. For more information, please refer to here.

14

Lending

You can lend out your idle cryptocurrencies to earn hourly interest income. Read more on How to Get Started with Bybit Lending

15

Convert Small Balance to MNT

You can convert any assets worth 0.001 BTC into MNT. For more information, please refer to How to Convert Small Balance to MNT.

16

Wallet Balance

• The amount displayed beside the respective coin is the wallet balance in your Unified Trading Account. 
• Tap on the respective coin and you will be able to see its equity, wallet balance, borrowed amount, bonus, and transferable amount.

17

Customize Collateral

Isolated Margin

• Not applicable. Under Isolated Margin mode, traders cannot use other assets to collateralize as trading margin. 

Cross Margin & Portfolio Margin

• When you have selected an asset as collateral, you can see the collateral icon beside the respective asset is illuminated. 
• You can choose whether or not to use certain assets as collateral from here. 
• USDT and USDC serve as the default collateral and cannot be disabled. For newly registered users, only USDT and USDC will be used as collateral and you can manually select other assets as collateral.
• Only the USD value of the selected collateral assets will be included in your Margin Balance for Derivatives and Spot Margin Trading. Assets that are not used as collateral, can only be used for Spot Trading.
• To learn how to customize your collateral assets, please visit here. 

18

Orders

• You can view the full assets change details in your Unified Trading Account from the Transaction Log.
• You can also view your Exchange History from here. It displays the conversion history of the repayment coin to the borrowed coin, resulting from either manual or auto repayment. For more details, please refer to here.
• Tap on Orders to quickly access your Spot and Spot Margin USDT Perpetual, USDC Perpetual and Futures orders.