If you have already funded your account, setting up your portfolio is easy. If you haven’t funded your account yet, please follow the instructions provided via email.
How to set up your portfolio:
First make sure you have connected your Saxo Markets live account:
- Log in to the Jaaims app.
- Select “Connect Broker” and choose “Saxo Markets Live Account.”
- Log in with your Saxo Markets credentials.
- Once connected, return to the Jaaims dashboard to activate your portfolio.
Model Portfolios
For accounts of A$10,000 or more (S20 subscriptions and above):
- Select “Trading.”
- Choose one of our Model portfolios based on your risk tolerance, or proceed with a manual setup.
- Concentrated: Highly concentrated portfolio with greater allocation to our algorithm, achieved through a higher position sizing and less exposure to ETFs.
- Balanced: Moderately balanced portfolio with 60/40 allocation between our algorithm and ETFs.
- Conservative: Diversified portfolio with equal weighting between our algorithm and ETFs (only available for accounts with balances exceeding $20,000)
Manual setup:
- Select “Trading.”
- Toggle to select all markets.
- Do not select “Exclude ESG Risk Industries.”
- Select “View and Confirm” on the stock list.
- Set fund allocation to 100%
- Do not select “Pre-approval.”
- Position sizing: around 5% of your total fund size.
- For ETF diversification (40%):
- S&P/ASX200 (20%)
- S&P500 AUD Hedged ETF (20%
Jaaims will start trading on your behalf within minutes of activation. Note that the dashboard may take up to 48 hours for any data to appear on the screen.
Disclaimer: You retain full control and responsibility for your portfolio. The settings provided do not guarantee performance. Please consider your personal financial circumstances before making any investment decisions.