1. Entering the Platform & The “Appropriateness” Check

To get started, head to Hugoinvesting.com and select Login > SaxoTraderGO.

Understanding Risk Warnings

Upon your first login, you will encounter an appropriateness test. This is a regulatory requirement designed to protect you.

• Status “Not Taken”: If you haven’t completed a test for a specific product (like options or leveraged products), you won’t be able to trade them yet.
• Status “Appropriate”: For non-complex products like stocks and ETFs, most investors will be cleared immediately.

The Takeaway: You must accept these warnings each time you log in until you are fully familiar with the platform’s default settings.

2. Mastering the Three-Window Layout

The trading section is built around three core windows that work together to give you a 360-degree view of the market.

• Watchlist (Left Top): Build your own “Test” lists. Simply click New, name your list, and add symbols like Apple (AAPL) or ING Group.
• Product Overview (Right): This is your data hub. When you click a stock in your watchlist, this window updates with live prices, analyst consensus, and fundamental data (P/E ratios, Dividend Yields).
• Positions & Orders (Bottom): This is where your “live” money lives. You can filter by sub-account to see exactly what you own and any orders waiting to be filled.

3. Advanced Charting & Screeners

The platform isn’t just for execution; it’s for discovery.

Clean Your Charts

If your chart looks cluttered, simply click the “small wheel” icon to change parameters or click individual indicators (like RSI or MACD) to delete them. If you get lost, click the four arrows icon to reset the screen to the original layout.

The “5-Star” Screener

The Screener is a favorite tool for Hugo investors. You can filter the entire market based on specific criteria:

• Performance: Find ETFs with an annual return higher than 30%.
• Ratings: Filter for Morningstar 5-star rated funds.
• Currency: Narrow your search to Euro-denominated assets to avoid currency risk.

4. Hugo: Your Coach

Within the Research section, you’ll find a unique feature: Hugo, Your Coach. This page is built specifically to help you grow. It offers inspiration on:

• Portfolio Boosting: How to activate stock lending.
• Strategies: Information on Dollar Cost Averaging (DCA) and Gap Trading.
• Education: Guides on how to calculate the value of a stock.

5. Executing the Trade: The Trade Ticket

When you are ready to buy, click the Trade button in the Product Overview.

• Order Types: For most beginners, we recommend sticking to Market (buy now at current price) or Limit (buy only if the price hits a certain level) orders.
• Duration: Decide if your order is for “Day” only or “GTC” (Good ‘Til Cancelled).
• Margin Impact: Before you click “Place Order,” the ticket will show you exactly how this trade affects your margin. This prevents you from accidentally entering a “Margin Call” situation.

Conclusion: Tailored Support for Your Journey

SaxoTraderGO is comprehensive, quick, and easy to understand once you know where the buttons are. However, we know that every investor’s journey is different.

If you need a 1-to-1 explanation of a specific functionality—whether it’s a complex chart indicator or a specific order type—our team at Hugo Investing is ready to help.