Your way to invest. An analyst beside you.
Everyone invests differently. When you open an account you get a portfolio analyst who takes you by the hand, teaches you, shows you and helps you feel comfortable before you risk a dollar.
Guidance is not a guarantee.
Your capital is at risk. A portfolio analyst teaches and guides. They do not guarantee results, and they do not give personal investment advice. CFDs are leveraged and you can lose money quickly.
For every client
Assigned when you open an account
Slow or fast, you decide
Strategies matched to how you invest
Everyone invests differently.
Some people want to learn first. Some have a few hours a week. Some are comfortable with risk and some are not. There is no single right way, so we start with you.
- How much time you have
- How you feel about risk and losses
- What you want your money to do
- What you already know, and what you would like to learn
How your analyst works with you.
Meet your analyst
You are introduced when you open your account. You can ask anything.
Tell them how you invest
Your goals, your time, your comfort with risk. No wrong answers.
Learn together
Your analyst explains the basics in plain words: markets, leverage, costs and risk.
See it in action
They show you the platform and walk through example trades on a demo account.
Start small
Build comfort step by step, with limits you set yourself.
Find the way that fits you.
Examples of styles your analyst may talk through with you. They are not recommendations.
Cautious
Smaller positions, tight risk limits and a slower pace. Good for learning.
Balanced
A mix of markets and position sizes, with a clear plan for each trade.
Active
More frequent trading and shorter time frames. Needs more time and more discipline.
Theme-based
Focus on a market or idea you follow, such as metals, indices or energies.
What your analyst does, and does not do.
| Your analyst does | Your analyst does not | |
|---|---|---|
| Learning | Explains markets, leverage, costs and risk | Promise any result |
| Platform | Shows you how to use charts, orders and risk tools | Place trades for you unless you choose a managed service |
| Plan | Helps you write a simple plan and review it with you | Give personal investment advice |
| Support | Checks in and answers your questions | Pressure you to deposit or trade more |
Go at your own speed.
- Practise on a demo account with virtual funds before you use real money
- Start with a small amount you can afford to lose
- Set stop-loss and position-size limits from the start
- Change your style, slow down or pause at any time
- Ask as many questions as you like
When you are ready.
Strategy Portfolios, answered.
Yes. Every client is introduced to a portfolio analyst when they open an account.
No. They teach and guide, and you make the decisions. If you want someone to manage a portfolio for you, see Managed portfolio.
No. Your analyst provides education and general guidance. They do not recommend specific trades for your situation.
No extra charge for your analyst. Trading costs are shown on the Pricing page.
That is what this is for. Start with the education and a demo account.
Yes. Your analyst can review your plan whenever your goals or time change.
Risk warning. Forex and CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. Make sure you understand how they work and whether you can afford the high risk of losing your money.
Open your account.
It takes a few minutes online. Start with a demo if you want to look around first.