--- title: "MTF margin funding on the invest sheet | RupeeCase" description: "On a 5paisa Live invest or top up sheet, MTF lets your broker fund part of a buy. What the block shows, what the total means and how a loss grows." source_url: "https://www.rupeecase.com/learn/terminal/mtf-on-the-invest-sheet" --- ## Watch: MTF Strategies your broker can fund with MTF carry this tag.MTF: what changes when the broker funds part of a buy? 5 chapters, 1:13, with voice and music 1. [Chapter 1Where it is0:17](/instiv2/media/tut4/mtf-on-the-invest-sheet-where-phone-dark-v4-va2.mp4) 2. [Chapter 2What it means0:34](/instiv2/media/tut4/mtf-on-the-invest-sheet-meaning-phone-dark-v4-va2.mp4) 3. [Chapter 3Worked example0:06](/instiv2/media/tut4/mtf-on-the-invest-sheet-example-phone-dark-v4-va2.mp4) 4. [Chapter 4How to read it0:06](/instiv2/media/tut4/mtf-on-the-invest-sheet-reading-phone-dark-v4-va2.mp4) 5. [Chapter 5Watch out0:10](/instiv2/media/tut4/mtf-on-the-invest-sheet-watch-phone-dark-v4-va2.mp4) Screens from the RupeeCase app on sample data. Strategy figures are model, back tested, as of the date on screen. Formula and example numbers are illustrative. Mark as watched 5In this screen ## Every button the video points at. A still from each chapter with its buttons and fields numbered. Pick a number to zoom in on it; hover the still for a close up; Esc shows the whole screen again. Sample data, no order is placed. **1**Where it is**2**What it means ### Chapter 1: Where it is 1 Show the whole screen 1 Show the whole screen 1. 1**Margin (MTF)**Strategies your broker can fund with MTF carry this tag. Shown in the video, not on this still 2. 2**Live, 5paisa** On a 5paisa Live portfolio, Top up can offer MTF. Shown in the video, not on this still ### Chapter 2: What it means 123 Show the whole screen 123 Show the whole screen 1. 1**Up to the broker's maximum**The broker offers to fund part: invest up to a maximum. Shown in the video, not on this still 2. 2**The Total**The slider sets the Total, in Rs 1,000 steps. Shown in the video, not on this still 3. 3**I accept the MTF terms**The broker's MTF terms come first, then this box. Ticking it accepts those margin terms for this investment. The video never ticks it. Shown in the video, not on this still ## Where it is ScreenTop up and Invest sheetsBasic The Invest and Top up sheets, Live with 5paisa, when your broker offers it for that strategy: Boost with MTF margin funding. The Rebalance sheet of an MTF portfolio carries a margin note. The Marketplace Theme filter has Margin (MTF). Index in this video: [Large Cap Multi Asset](/strategies/largecap-multi-asset) (the sample portfolio). ## What it means MTF is your broker's margin trading facility: a loan from the broker to buy more than your own money buys. When the broker quotes it, the sheet offers to invest up to a maximum, with the multiple of your own amount. Turning it on shows a slider from your own amount to that maximum in Rs 1,000 steps, the Total, the broker's terms and I accept the MTF terms. With it on, the amount booked is the Total, and the broker cash check compares only your own part. On an MTF portfolio the rebalance sheet warns when a rebalance would pass the strategy's leverage cap. ## The formula Total = your own money + the broker's loan. The gain or the loss is on the total; your broker charges interest on the loan. As computed in the RupeeCase app`Slider: Total, from your own amount to the broker's maximum, Rs 1,000 steps Multiple shown = maximum / your own amount Your result = total x market move, less interest and charges, on your own money Broker cash check: your own part only` ## Worked example Example only * Own money Rs 1,00,000; Total Rs 2,00,000 with MTF * Stocks rise 10%: +Rs 20,000, 20% on your own money * Stocks fall 10%: -Rs 20,000, -20%, before interest ## How to read it * The block shows only when your broker quotes MTF for that strategy and amount. * The Total is what is booked; your own part rides inside it. * Shares bought with the loan carry an MTF badge in the Quantity cell. ## Watch out * Borrowed money makes a loss larger in the same way it makes a gain larger. * Interest, pledge and margin calls follow your broker's terms; the app does not compute them. * I accept the MTF terms is an agreement with your broker; this video never ticks it. ## Transcript Tap Sound on for voice and music. These are the captions of the video, chapter by chapter. 1. 0:00**Where it is.** Strategies your broker can fund with MTF carry this tag. 2. 0:17**What it means.** The broker offers to fund part: invest up to a maximum. 3. 0:51**Worked example.** Worked example, example only: Own money Rs 1,00,000; Total Rs 2,00,000 with MTF. Stocks rise 10%: +Rs 20,000, 20% on your own money. Stocks fall 10%: -Rs 20,000, -20%, before interest. 4. 0:57**How to read it.** How to read it: The block shows only when your broker quotes MTF for that strategy and amount. The Total is what is booked; your own part rides inside it. Shares bought with the loan carry an MTF badge in the Quantity cell. 5. 1:03**Watch out.** Watch out: Borrowed money makes a loss larger in the same way it makes a gain larger. Interest, pledge and margin calls follow your broker's terms; the app does not compute them. I accept the MTF terms is an agreement with your broker; this video never ticks it. ## Terms in this tutorial * [MTF](/learn/glossary#mtf)Margin trading facility: a loan from your broker that lets you buy shares for more than the cash you have, paying interest on the borrowed part. * [Invest sheet](/learn/glossary#invest-sheet)The form that opens when you press Invest: a portfolio name, the first amount, Practice or Live, the broker and the consent. * [Top up](/learn/glossary#top-up)Adding money to a portfolio you already run. * [Broker consent](/learn/glossary#broker-consent)Your explicit yes, given in the app, before any real order goes to your broker. ## Learn it in depth * [Module 1.6: Your Accounts and Your Safety10 min read, free](/learn/path-1/module-1-6-your-accounts-and-your-safety) * [Module 1.5: Orders, Costs & Taxation12 min read, free](/learn/path-1/module-1-5-orders-costs-taxation) * [Module 10.7: Running a Portfolio: Invest, Top Up, Withdraw and Rebalance9 min read, free](/learn/path-10/module-10-7-running-a-portfolio-invest-top-up-withdraw-and-rebalance) TKeep watching ## Next tutorial. [1:04Next tutorial, Your moneyBroker positions: does the app hold my money or shares?Your cash and shares stay in your own broker and demat account. Broker positions shows what the broker holds, and Gaps compares it with your portfolios.Watch next](/learn/terminal/your-money-stays-at-your-broker) ### Related tutorials * [1:14Your money, BasicThe invest sheet: what happens when I press Invest?1:14 video, BasicWatched](/learn/terminal/invest-sheet) * [0:51Your money, BasicTop up: how is new money added to a portfolio?0:51 video, BasicWatched](/learn/terminal/top-up) * [1:10Start here, BasicPractice or Live: is my money really invested?1:10 video, BasicWatched](/learn/terminal/practice-vs-live) [All 67 terminal tutorials](/learn/terminal/) Try it in Practice ## See it on your own screen. Practice mode runs the whole terminal without real orders, so you can open any strategy and find every screen from this tutorial for yourself. [Sign up for RupeeCase](https://invest.rupeecase.com/signup)[Glossary](/learn/glossary) Explore next ## Keep learning the terminal. * [TutorialThe Dashboard summary: value, invested and return1:14 video, Basic](/learn/terminal/dashboard-strip) * [TutorialThe portfolio card: status, due pill and cycle ring1:04 video, Basic](/learn/terminal/portfolio-card) * [TutorialPortfolio value: what does "Same money in NIFTY 50" mean?1:09 video, Basic](/learn/terminal/portfolio-hero-and-same-money) * [TutorialModel cards on a portfolio: which figures are mine?0:53 video, Basic](/learn/terminal/model-cards-vs-your-figures) * [TutorialRebalance in the app: what does Rebalance now do?1:02 video, Basic](/learn/terminal/rebalance-in-the-app) * [TutorialWithdraw: what is sold, and where does the money go?1:09 video, Basic](/learn/terminal/withdraw) Community ## Join my WhatsApp group. Scan the code, fillFill one short form, and join my WhatsApp group. Slides, sources, factsheets and the rebalance logs live there, and members join a daily Google Meet with me. [Sign up for RupeeCase](https://invest.rupeecase.com/signup) [Join the WhatsApp group](https://forms.gle/C6HMtM1Z2GfeocQV7) [One form, one group](https://forms.gle/C6HMtM1Z2GfeocQV7)Scan with your phone camera Education only, not investment advice. Screens are recordings of the RupeeCase app on sample data. Strategy figures are model, back tested and after estimated charges, as of the date on screen; they are not client returns and not a promise of future returns. Formula and worked example numbers are illustrative. RupeeCase is a technology platform operated by QC Alpha Technologies Pvt Ltd; it is not a mutual fund, a PMS, an AIF or a SEBI registered investment adviser. Trades execute through your own SEBI registered broker and the shares sit in your own demat. Investments in securities markets are subject to market risks.