xxutz
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For the bank

Maple Family Trust second line

Example Bank · Maple Family Trust · Fidelity Brokerage ...5512

As of Nov 10, 2026 · Prepared with xutz · Demo data: every name and figure is fictional · Figures marked est. are estimates

Limit
$50,000
Drawn
$0
Collateral
$39,592est.
Lending value
$19,796est.
Available
$19,796est.
Utilization
0.0%
of lending value
01

Collateral schedule

Each pledged position, the advance rate applied, and the lending value it supports

Collateral schedule
PositionTypeValueShareAdvanceLending valueRate
Apple Inc.Stock$39,592100.0%50%$19,796Unconfirmed
Total$39,592 est.$19,796 est.
02

Advance rates

As entered; the bank's confirmation is what makes them figures rather than estimates

Advance rates and rules
Applies toAdvanceBank
Default (stocks and funds)50%Not confirmed
03

xutz beside the bank

No bank figures on file yet.

04

Ledger

Draws, repayments and interest on file

No ledger entries on file.

What’s estimated

  • Collateral and lending value: xutz's estimate from synced prices and the rates above. The bank's own valuation governs.

What’s missing

  • No bank figures on file to compare with: enter the latest from the bank's statement.
  • $39,592 of collateral is at advance rates the bank hasn't confirmed.
  • No ledger entries on file.