The Simulation Environment explained

Explore detailed information about your simulation clients via: Saxo Connect Simulation Login. This environment is invaluable for understanding potential clients' interests in various products or instruments, offering key insights into their trading behaviours.

The Dashboard experience

Upon logging into the simulation environment, users are presented with a Dashboard identical to that in the live environment, fostering a seamless transition between platforms.

An important tile within the dashboard is the 'Cash Only clients', as it signals clients who have created simulation accounts but have yet to begin trading. It may also indicate clients who have traded previously but have liquidated their positions and are awaiting inspiration for their next move. These clients should be proactively engaged and supported to enhance their confidence in using the trading platform.

Please Note

Some tiles might display "Could not fetch the data" due to certain modules functioning only within the live environment and not being supported in the simulation environment. 

The Menu 

The menu section is identical to what you would see in your live environment and a detailed explanation of individual modules is available in the help center.

Viewing Your Simulation Clients

The client screener is the primary tool for gaining an overview of current simulation clients, including cash amounts and account values. Users can refine their view further by using filters within this module, such as the orders and positions tab, to discern which products or instruments interest their client base. An in-depth article detailing the full functionality of the powerful client screener is available here.

Locating individual simulation clients

Users can navigate to the client tree (1) to search and identify specific potential clients (2). Upon selection, users are redirected to the client portfolio (3), providing access to detailed information on cash, positions, orders, and more.

Limitations within the Simulation Environment

Introducing Brokers and Money Managers will not be able to: 

• Extend the simulation period. 

• Reset passwords for simulation clients. 

• Reset a simulation account to its initial cash balance without positions.  

If you need a user for simulation or have any questions about the platform's functionality, please contact your account manager by creating a case for Institutional Service.