The AI Assistant is a chat assistant built into the new SaxoInvestor platform. You can ask questions about your portfolio, instruments, markets, and how Saxo's products, services, and platforms work. It uses your account information, Saxo market data, and Saxo Help Centre content to provide answers.
The AI Assistant is an AI system, not a person.
Where do I find it?
The AI Assistant is currently available only in the new SaxoInvestor.
You can open it by selecting the floating icon in the lower-right corner of the screen or from the main menu.
On other Saxo platforms, the AI Assistant is not yet available. You can access the existing support chat by selecting the question mark icon in the top-right corner.
On mobile, go to My profile and select Support.
What can it help me with?
- Your portfolio: holdings, positions, balances, cash, and portfolio performance over a selected period.
- Your activity: transactions, orders, costs paid, and income such as dividends.
- Instruments and markets: prices, key statistics, financial figures, analyst expectations, and instrument summaries for a specific instrument.
- Finding instruments: searching for instruments that match criteria such as asset type, region, or yearly cost.
- Price alerts and watchlists: creating, updating, and removing price alerts, and managing watchlists.
- Setting up a trade: opening a trade ticket using the details you provide.
- How Saxo works: questions about products, services, fees, and platform features, based on Help Centre content.
You can try questions such as:
- "How is my portfolio doing?"
- "Brief me on a stock."
- "Help me find instruments."
- "Help me set up a trade."
Can it give me investment advice?
No.
The AI Assistant does not provide investment, financial, legal, or tax advice. It will not tell you what to buy, sell, or hold, recommend investments, or assess whether a product, investment, or strategy is suitable for you.
It can provide factual information, including data about your portfolio, market information, and analyst views attributed to their source. Any investment decision remains your responsibility.
If you are unsure whether an investment is right for you, consider seeking independent financial advice.
Can it place trades for me?
No.
The AI Assistant can help you prepare a trade by opening a trade ticket using the information you provide.
If more than one instrument matches your request the assistant will ask you to select the correct instrument.
No order is placed until you review the ticket, consider the pre-trade information provided in the platform, and submit the order yourself.
Where does the information come from, and can I rely on it?
- Account information comes from the same systems used by Saxo platforms. Small differences may occasionally occur in how figures are processed. If information provided by the AI Assistant differs from information shown in the platform, the platform should be considered the source of truth.
- Market data includes the relevant currency and, where applicable, information about any delay in the data.
- Information about Saxo products and services comes from Saxo Help Centre articles. The AI Assistant provides links to the articles it uses so that you can read more.
Like any AI system, the AI Assistant can make mistakes. Before acting on important information, verify it using the platform or the linked Help Centre article.
Can I speak to a person?
Yes.
If you need additional support, you can contact our support team through the support chat.
- On desktop: select the question mark icon in the top-right corner.
- On mobile: select the menu icon in the top-right corner, select Support, and then select the Chat tab.
Once the support chat is open, ask to speak with a human agent and follow the instructions provided.
This is a temporary solution. In the future, the AI Assistant is expected to offer direct transfer to a Client Service representative.
Are my conversations recorded?
Yes.
Saxo keeps records of chat conversations where required by applicable laws and regulations.
Is my data used to train AI models?
No.
Your conversations and account data are not used to train or fine-tune AI models.
Which languages can I use?
For Saxo UK clients, the AI Assistant currently responds in English.
What can't it help with?
The AI Assistant will decline requests that fall outside its intended scope, including:
- Questions unrelated to Saxo products, services, platforms, or your own portfolio.
- Investment, legal, or specific tax advice.
- Requests for investment recommendations or personalised investment strategies.
- Comparisons with other providers.
- Questions about compensation, liability, or claims.
- Requests for large-scale market data, such as prices for every instrument on an exchange.
The AI Assistant cannot see account-specific permissions, product availability, fees, or platform settings that may apply to your account. Where relevant, it explains how you can check these details yourself.
Will it notify me when a price alert triggers?
No.
Price alert notifications continue to be delivered through your existing Saxo notification channels.
The AI Assistant can help you view and manage your alert settings.
What if I'm going through a difficult time?
If your health, personal circumstances, or financial situation is affecting your ability to manage your investments, please contact our support team using the support chat.
If you are in immediate danger, experiencing a crisis, or believe there is a risk to your safety or someone else's safety, contact emergency services or an appropriate crisis support service in your area.