MTF trading journal for samco traders

Samco Margin Trading Facility lets you buy eligible delivery stocks by paying only part of the purchase value while Samco funds the remaining eligible amount. The funded shares stay subject to MTF interest, pledge requirements, stock-level margin and Samco risk controls.

A Samco MTF trading journal keeps your own margin, Samco-funded amount, actual leverage, holding days, daily financing cost, pledge status, margin shortfalls, brokerage and final net P&L connected to the same funded trade.

Samco's current MTF support documentation states that interest is charged at 0.05% per day on the amount funded by Samco. Interest applies to the borrowed portion rather than your own margin and accrues for every funded calendar day.

Start with the amount Samco actually funded. Multiply that funded amount by 0.05% and then by the number of days the funding remained outstanding. Samco records the daily interest debit in the MTF segment of the Backoffice ledger.

Yes. Samco's current MTF documentation says financing interest applies every day the funded position remains open, including weekends and market holidays. This makes calendar holding days more useful than trading sessions when reviewing financing cost.

Samco says no MTF interest is charged when an MTF position is opened and closed within the same trading session. If it is carried overnight, the funded amount begins attracting the applicable daily interest.

Samco's current MTF product page and April 2026 support material advertise up to 5x leverage on eligible stocks. Actual leverage is stock-specific and is shown in Samco's app and MTF Leverage Calculator, so your journal should record the leverage actually used rather than assuming every trade receives 5x.

Samco currently has inconsistent public wording: its main MTF page and recent product support material advertise up to 5x, while another current risk article mentions up to 4x. For a live trade, use the margin percentage and leverage displayed for that stock in the Samco app.

Samco's current MTF product and support pages advertise MTF availability across more than 1,800 NSE and BSE stocks. Margin percentage and leverage vary by stock, so eligibility and funding should be checked before every position.

Yes. Samco's MTF Leverage Calculator shows eligible stocks, current market price, leverage and required margin percentage. It can also be used to estimate funding amount, total exposure and maximum quantity from the margin capital you enter.

Samco's current support documentation says MTF has no fixed holding period and the MTF facility remains valid for life. A position can stay funded while sufficient margin is maintained and the daily financing cost continues to be paid.

Samco currently charges ₹30 plus GST for each MTF pledge request and ₹30 plus GST for each unpledge request. The purchased MTF shares must remain pledged while they support the funded position.

Yes. Samco's current support documentation says you can sell MTF stocks directly. The unpledge process happens automatically as part of settlement when the funded shares are sold.

Samco says MTF interest charges can be checked from Backoffice, Ledger, MTF segment. The ledger records each daily interest debit with the funded amount against which the charge was calculated.

Samco shows open MTF positions separately in the Positions section. Interest charges are available in the MTF segment of the Backoffice ledger, allowing the position and its financing trail to be reconciled separately.

Samco marks funded positions to market and can notify you through SMS, email or platform alerts if required margin becomes insufficient. You may need to add funds or eligible collateral, and unresolved shortfalls can result in liquidation of the position.

Samco's current MTF risk documentation says market-risk factors such as volatility or illiquidity can trigger broker risk action independently of an ordinary margin shortfall. A journal should therefore record RMS-driven exits separately from planned strategy exits.

Not under Samco's current workflow. From May 11, 2026, Samco discontinued product conversions involving MTF. MTF-to-CNC, MTF-to-MIS, MIS-to-MTF and CNC-to-MTF conversions are no longer available, while existing MTF positions continue normally.

Samco's current equity-delivery pricing is ₹20 per executed order or 2.5% of trade value, whichever is lower. Brokerage, statutory charges, pledge costs and MTF interest should all be kept separate when calculating the final funded-trade result.

Track position value, your margin, Samco-funded amount, stock-specific leverage, margin percentage, funded days, daily interest, pledge status, brokerage, pledge charges, margin shortfalls, RMS events, gross P&L and final net P&L.

Yes. QbarTrade can keep your capital contribution, Samco-funded capital, leverage, holding duration, recorded interest, charges, margin events, trade notes and final result together so each funded position can be reviewed after the cost of borrowed capital.