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User Manual

Welcome to the User Manual of the Koala.Markets Platform your central guide to navigating and using our digital securities trading solution. This manual is intended for all users of the Koala platform including end clients managing their own investments as well as financial professionals and intermediaries who support clients or use the system in an operational capacity.

Purpose of this User Manual​

The goal of this manual is to provide a clear and practical introduction to the platforms features and processes whether you are executing trades for yourself or managing portfolios and client interactions. You will learn step by step how to:

  • Register and log in,
  • Place and manage orders,
  • Access and update client data,
  • Use reports, analytics, and documentation tools. The focus is on user-friendly, non-technical explanations, ensuring that anyone can navigate the platform confidently and efficiently.

Integration into the Koala Portal​

This User Manual is directly integrated into the Koala.Markets portal and is continuously updated to reflect new features, improvements, and regulatory changes. You can access it through the main portal navigation or via contextual help elements within the application.