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Deployed, Occupied, Utilized: how to read deposit load

Four figures that look alike answer four different questions. Confusing them is costly: this is exactly where hidden leverage appears — something the user learns from a warning rather than from a calculation.

The four load figures

Deployed
The share of the deposit allocated across connected strategies. This is a reserved limit, not money actually in use.
Occupied
The share of the deposit actually taken up by open positions right now. It changes through the day as trades open and close.
Utilized
The figure on the subscriptions screen: the percentage of capital actually engaged across all subscriptions combined.
Portfolio share
The share of the portfolio attributable to a specific subscription. It shows an individual strategy’s contribution to overall risk.

The gap between Deployed and Occupied is a buffer

Deployed minus Occupied gives the free reserve inside funds that are already allocated. If Deployed is 80% and Occupied is 35%, the strategies are entitled to take up another 45% of the deposit — and one day they will, if their signals line up in time.

The practical takeaway: judge risk by Deployed, not by Occupied. A calm Occupied of 30% creates a false sense of a free deposit, when the real obligation to your strategies is already 80%.

A common mistake
Looking at Occupied and adding a new strategy “on the spare money.” There is no spare money — it is allocated to other strategies and simply not engaged yet.

Utilized above 100%

When the combined load of subscriptions exceeds 100%, the platform shows a warning: more funds are being used than are on the deposit, with elevated risk and the possible use of borrowed funds. This is effectively hidden leverage, built up not by one decision but by the sum of several.

You resolve it by reducing the Allocated share of individual subscriptions in their settings. Start with the strategy that has the worst drawdown-to-return ratio, not the one that holds the largest share.

How to set the share for a new strategy

  1. Check Available for copying — the free remainder you can allocate without eating into other strategies’ limits.
  2. Assess the strategy’s maximum drawdown from its history and estimate the loss in money terms it would produce at the share you have chosen.
  3. Set the share so that the strategy’s historical drawdown, translated onto the deposit, stays within what is acceptable — not so that it is “enough for a nice-looking return.”
  4. Keep a reserve: filling Deployed to 100% means depriving yourself of the ability to add anything without reworking the whole portfolio.

Frequently asked questions

Why is Occupied lower than Deployed?

Because a strategy does not hold positions all the time. Deployed is the capital limit allocated to it; Occupied is how much of that limit is taken up by open trades at the moment. The difference between them is the idle reserve the strategy is entitled to use.

What should I do at Utilized 120%?

Reduce the Allocated share of individual subscriptions in their settings. A value above 100% means the combined obligations to your strategies exceed the deposit — that is, leverage you did not explicitly choose has appeared in the portfolio.

What share is reasonable for a single strategy?

There is no universal number, but the guideline is simple: the share should be such that this strategy’s historical maximum drawdown, translated onto the whole deposit, stays acceptable. If a strategy’s drawdown is 40%, then a 50% share of the deposit means a potential −20% on the portfolio from a single idea.

From research to application

In our Allocation product we implemented these algorithms with all the nuances covered across the portal.

Learn about Allocation