How to Switch Between Single-Coin Margin and Portfolio Margin Modes

Understanding Margin Modes

Cryptocurrency trading platforms like Huobi HTX offer two primary margin modes:

1. Single-Coin Margin Mode: Each position is isolated with its own collateral
2. Portfolio Margin Mode: All assets in your account serve as shared collateral

Key Differences

Switching Requirements

Before switching margin modes:

• Cancel all pending orders
• Close existing positions
• Ensure sufficient funds for margin requirements

Step-by-Step Switching Guide

Web Platform Instructions

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1. Log in to your Huobi HTX account

2. Navigate to:

   • Contract → USDT-Margined Contracts

3. In the asset section:

   • Select Asset Mode

4. Choose either:

   • Single-Coin Margin Mode
   • Portfolio Margin Mode

Mobile App Instructions

1. Open Huobi HTX App

2. Tap:

   • Contract → U-Based Contracts
3. Tap ... (More options)
4. Select Asset Mode
5. Choose your preferred mode

Frequently Asked Questions

Q: Can I switch modes with open positions?

A: No, all positions must be closed before switching.

Q: Which contracts support Portfolio Margin?

A: Only U-based contracts support this feature.

Q: Is Portfolio Margin riskier?

A: It offers higher capital efficiency but requires careful risk management as positions share collateral.

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Important Considerations

• Portfolio Margin only works in cross-margin mode
• Mode changes may take effect immediately or after current settlement periods
• Review margin requirements before switching
• Monitor your liquidation risks in Portfolio Margin mode

Best Practices

1. Always test new margin modes with small positions
2. Set stop-loss orders regardless of margin mode
3. Regularly review your risk exposure
4. Consider tax implications when closing positions to switch modes

Remember: Margin trading carries significant risks. Only trade with funds you can afford to lose.