Understand the terms before comparing the offer.

Six focused guides for reading broker documents, checking units and separating evidence from assumptions.

  1. Before the shortlist

    Read the briefing →
  2. Costs explained

    Read the briefing →
  3. Platforms

    Read the briefing →
  4. Holding costs

    Read the briefing →
  5. Risk mechanics

    Read the briefing →
  6. Practical research

    Read the briefing →

A useful reading order

Begin with the entity checklist. Once the company, jurisdiction and service are clear, read the spread guide to normalise the cost units. Compare platforms as account combinations, then add financing if a position could cross a funding boundary.

Margin is a separate risk question. A low transaction cost cannot tell you whether exposure is appropriate or whether the product is suitable.

What the examples mean

All numerical examples in these guides are hypothetical. They explain a calculation or distinction, not current broker prices, trading opportunities or expected returns. Our source-based profiles do not claim hands-on experience.

Use the glossary for definitions and the methodology for how sources and evidence limits are handled.