Upload your Saxo Bank transaction export and get instant insight into your P&L, dividend and diversification. No API connection, no Saxo password. Drag your XLSX in and you're done.
Free during the beta · no payment method required
We regularly hear these frustrations from Saxo Bank users.
Saxo charges custody fees, currency surcharges and connectivity costs. SaxoTraderGO doesn't make it clear what your total costs are per position.
StockQuarters imports all your fee transactions and shows total costs per position, per period and as a percentage of your return.
SaxoTraderGO shows your positions, but no total P&L across all assets, no dividend totals and no diversification analysis.
Portfolio value, unrealized + realized P&L, dividend YTD, Sharpe ratio, diversification donuts and benchmark comparison — immediately after import.
After a deposit, your portfolio value jumps up. Saxo doesn't distinguish between returns and contributions.
StockQuarters recognizes deposits and withdrawals from your Saxo export and processes them as cash flows. Your return is always pure.
Is your portfolio outperforming the AEX? SaxoTraderGO leaves you in the dark.
Compare your personal return with AEX, S&P 500 or MSCI World. Switch between MWRR and TWR with one click.
XLSX import, automatic recognition, no manual work.
Open SaxoTraderGO → Account → Historical Reports. Choose "Transactions" and select the desired period. Download as XLSX.
Open StockQuarters, drag your XLSX onto the import page. Our parser recognizes Saxo automatically — transactions, dividends and fees are separated.
Instant P&L, diversification, dividend and performance. End-of-day prices are fetched automatically. Done.
Refreshed automatically once a day after close. Up-to-date portfolio value, independent of SaxoTraderGO.
FIFO cost basis. Deposits are never counted as profit. Unrealized and realized calculated separately.
Per month, per position, yield on cost, 12-month forecast and calendar with ex-dates.
Personal return (MWRR) and time-weighted (TWR). Both available with toggle.
Four donut charts: sector, region, currency and asset class. Concentration warnings included.
No Saxo password needed. No API connection. Just an XLSX file. Data in the EU.
Combine Saxo with DEGIRO or Trading 212 in one portfolio. Duplicate transactions are filtered.
All Saxo costs (custody, FX, connectivity) shown separately. Know exactly what you pay per position.
Compound interest calculator and margin calculator with stress test. Available right in the app.
Via SaxoTraderGO you'll have everything ready in 3 minutes.
Log in to SaxoTraderGO. Go to Account → Historical Reports. Choose report type "Transactions" and select "Inception to date" as period. Download the XLSX file and upload it in StockQuarters.
Yes. StockQuarters reads Saxo XLSX files natively. You don't need to convert to CSV or manually adjust anything. The parser recognizes transactions, dividends and fees automatically.
Yes. StockQuarters imports all fee transactions from your Saxo export. You see total costs per position, per period and as a percentage of your return.
No. StockQuarters never asks for your broker login credentials. You only upload an XLSX file. No API connection, no screen access, no risk.
Yes. Also upload your DEGIRO CSV or Trading 212 export. Everything is merged into one portfolio with correct P&L calculation. (Interactive Brokers and eToro are coming soon.)
StockQuarters recognizes currency from your Saxo export. Positions in USD, GBP or other currencies are correctly converted. The diversification donut shows your currency exposure.
During the beta StockQuarters is free and you don't need a payment method. After the beta you can try it free for 7 days; you provide a payment method when you start and your subscription then renews automatically (€5.99/month or €59/year) unless you cancel before the trial ends.
Yes. Data is stored encrypted in the EU. You can export your full data (JSON or CSV) or delete your account + data at any time. 2FA is available.
Upload your XLSX and get instant insight. Free during the beta.
Start for free