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By Luis Sanches y Milton Bertillo, mentors at SHEFA Trading Academy · Updated 22 September 2026

If you want to learn trading and you don't know where to start, the problem is almost never a lack of information: it's the order. People jump straight to the 'strategy' or the bot, when what decides whether you can stay in the market is risk and process. This is the route we follow, in five steps.

1. Understand what you're trading

2. Learn to control risk (this first, no matter what)

3. Define your trading approach (and write it down)

4. Look after your head

5. Get trained and practise without real money

And if your interest is automating, the advice is the same: first by hand and measured. A robot does not fix a trading approach that doesn't work; it only executes it faster. When the trading approach already stands on its own, it makes sense to move it to an expert advisor (in automation we explain how it is installed and how it is checked, without teaching programming).

How long it really takes

Nobody learns to trade in a weekend, and anyone who promises it is selling something else. Order matters more than speed: each step builds on the previous one, and skipping risk to get to ‘the strategy’ sooner is the fastest way to lose your account.

StageRealistic timeHow you know you've finished it
Understanding the instrumentWeeksYou can explain how the price is generated and what its number measures
Risk and position sizeWeeksYou calculate the lot size from the stop without hesitation
Written trading approach1-2 monthsYou have a plan with conditions, schedule and daily limits
Backtesting the rules1-2 monthsYou have measured your idea with data and know its worst losing streak
Mindset and disciplineContinuousThe journal warns you before a streak knocks you off your chair

That calendar is not a promise of results: it is the order in which you can move forward without missteps. Some take longer and some take less, but there are no shortcuts between one stage and the next.

The mistakes beginners make

Starting with strategy

Looking for “the winning strategy” before knowing how much you can lose on each trade is the reverse order. With the same rules and a thousand trades, the result changes completely depending on the size you use.

Confusing learning with consuming content

Watching videos is not practising. The trading journal —what you did, why, and how you felt— is what turns an idea into judgement, and it is what almost nobody keeps.

Automating too early

A robot executes rules; it does not improve them. If manual trading cannot hold up, moving it to automation only makes it run faster.

Frequently asked questions

Where do I start if I know nothing about trading?

With the first two steps: understanding what a synthetic index is and learning to calculate risk per trade. Everything else —strategy, schedules, automation— rests on that, and in reverse order it does not work.

Do I need to know how to code?

No. Trading can be sustained entirely by hand with a written plan. If one day you want to automate, there are ready-made tools (expert advisors) that you install and configure: in automation it explains how they are assessed, without teaching you how to code.

How much money do I need to start?

There is no magic figure: what you need is for your account to allow you to risk around 1 % per trade with the instrument's minimum lot. If to respect that you need a smaller lot than your broker allows, it is not yet time to trade live: it is time to practise on demo.

Risk warning. CFDs, synthetic indices and forex are leveraged products with a high risk of loss; most retail accounts lose money. Educational content, not financial advice.

Do you prefer guided training?

The academy's courses follow exactly this order, with live classes, risk templates and follow-up. You can see the programme before deciding.

View the courses →

Keep reading: Trading and risk · Instruments · The academy · Brokers