FXForex basics

Forex rollover

Also calledrollover

Forex rollover is the process of extending an open spot forex position to a later settlement date, usually by closing the current value date and reopening the position for the next day. It is the mechanism through which overnight financing or swap charges are applied.

What Forex rollover means

Because spot forex positions are normally settled on a short-dated basis, holding a position overnight requires moving it forward to the next value date. Brokers and dealers do this through rollover. The cash effect to the trader is typically a financing credit or debit tied to the interest-rate differential and the broker’s pricing rules.

Rollover can add to or subtract from trading costs, especially for positions held for several days or longer. It can turn a trade that looks profitable on price alone into a smaller win or a loss after financing. The timing and amount depend on the broker, instrument, and market convention.

A trader is long a currency pair after the market close. At rollover, the open spot position is shifted to the next settlement date and a financing adjustment is posted. If the long currency has a lower interest rate than the short currency, the trader may pay a rollover charge.

Common questions

Why do forex positions have rollover?+

Because spot forex settles on a short-dated basis, open positions must be moved to the next value date if held overnight.

Is rollover always a fee?+

No. Depending on the currency pair and rate differential, it can be a debit or a credit.

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