Trading Instruments and CFDs

What a CFD is, how it differs from owning the underlying asset, and why most retail traders use them.

Most retail traders working with a broker like the ones covered on this site’s broker comparison tool aren’t buying the underlying asset at all, whatever the position on their screen seems to suggest. They’re trading a CFD, a contract for difference, and it pays to know exactly what that means before treating it like ownership.


What a CFD is

A CFD is an agreement between you and your broker to exchange the difference in an instrument’s price between opening and closing the position, and you never take delivery of the actual shares, barrels of oil, or currency involved. If GER40 rises 50 points after you buy a CFD on it, your broker pays you the cash equivalent of that move, and if it falls, you pay them, but at no point do you own any piece of the German stock market.


Why retail traders use them

CFDs open up markets that would otherwise be expensive or impractical to access directly, because buying a genuine basket of shares to replicate an index yourself takes real capital and ongoing management most people don’t have. They also make it straightforward to go short, to profit from a price falling, which is far more awkward with a physically owned asset. On top of that, CFDs are typically traded on margin, which is what makes leveraged position sizes possible on a retail account in the first place.


What you give up

Because you don’t own the underlying asset, you don’t get shareholder rights, no voting rights on a company you hold a stock CFD in, and in most cases no actual dividend, though brokers often credit an equivalent cash adjustment instead. You’re also exposed to counterparty risk: a CFD position only pays out if your broker itself remains solvent and able to honour it, which is why regulation and broker choice carries as much weight as the trade itself.


Key takeaways


Nothing on this page is financial advice. Trade your own account, manage your own risk.

Nothing on this page is financial advice. Trade your own account, manage your own risk.

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