Please note that this article is intended for clients who have received an in-platform notification granting access to the new SaxoInvestor.
The new experience is currently being introduced to a limited group of invited clients. If you have not received access yet, the features and navigation described below will not be available in your platform.
Take a quick tour of the new SaxoInvestor
This article will cover the following topics:
- What changed?
- Portfolio
- Where can I find inspiration and news?
- How do I place a trade?
- How do I fund my account?
- Switch between the new and current SaxoInvestor and share your feedback
What changed?
SaxoInvestor has been updated with a refreshed design and an improved navigation experience, making it easier to explore markets, manage your portfolio and place trades. The new experience introduces a more intuitive layout, enhanced product pages, improved search functionality and quicker access to the information and tools you use most often.
- Navigation has moved to the left-hand menu.
- Portfolio is now the main hub for managing investments.
- Search and product pages have been enhanced with a cleaner, more intuitive layout.
- Inspiration, Calendar and News are easier to access.
- Trading and funding remain available through dedicated shortcuts.
Portfolio
The Portfolio section will become your go-to destination. Here, you can view your holdings, track performance, check your account value, and keep an eye on your available cash. Open the three-dot menu to fund your account, download portfolio reports, and access other useful actions. As you scroll down, you'll find your positions and the latest news relevant to your portfolio. You can also view your orders here, giving you a complete overview of your investment activity in one place.
Where can I find inspiration and news?
All Saxo platforms offer a wide range of inspiration and news to help you stay up to date with market events, investment trends, and opportunities. In the new SaxoInvestor experience, you can easily discover relevant market insights, explore investment ideas, and access timely news directly from the platform, helping you make more informed investment decisions.
You can access inspiration, news, and upcoming events from the left-hand navigation menu. On mobile, tap the menu in the bottom-right corner to open the navigation panel.
- Inspiration – Explore market insights, investment themes, webinars, podcasts, and educational courses.
- Calendar – Track upcoming events and corporate actions, with filters for your holdings and watchlist.
- News – Stay updated with market, political, and company news, including earnings and economic reports.
How do I place a trade?
You can open the product overview of any instrument by clicking on it. This can be done from multiple places including the product search bar, watchlist, screener, Markets page, and your portfolio.
In the product overview, you will find the Buy button in the top-right corner that launches the trade ticket on the right side of the screen. The same can be done from the bottom of the screen in the mobile app as shown below:
In the trade ticket, you can choose order type (market or limit), account, quantity or amount, order duration, and view estimated costs along with total nominal value and cash available for trade.
How do I fund my account?
In SaxoInvestor, you can fund your account in multiple ways from multiple places within the platform. Your funding options depend on your account and country of residence.
Portfolio page
From the Portfolio page, click the three dots and select Add funds to launch the funding module.
Transfers
Navigate to the Transfers module by clicking on the Profile icon > then Transfers > finally Deposit funds to launch the funding module or click Securities for the securities transfer module.
Switch between the new and current SaxoInvestor and share your feedback
You can easily explore the new SaxoInvestor experience from the Profile menu. Select Try the new experience to switch to the new platform and discover the latest improvements. If you need to go back to the current version, open the Profile menu again and select Switch back at any time.
We’d love to hear your thoughts, so please use Give feedback to share what you like, what could be improved, or anything that is unclear. Your feedback helps us continue improving the experience for everyone.