Saxo BankSaxo Bank Portfolio Tracker — XLSX import, instant overview
Upload your Saxo Bank transaction export and get instant insight into your P&L, dividend and diversification. Never your Saxo password or login. Just a file. Drag your XLSX in and you're done.
7 days free, then €5.99 a month or €59 a year. Stop before day 7 and you pay nothing.
From Saxo to dashboard in 3 steps
XLSX import, automatic recognition, no manual work.
Export your transactions
Open SaxoTraderGO → Account → Historical Reports. Choose "Transactions" and select the desired period. Download as XLSX.
Drag the file in
Open StockQuarters, drag your XLSX onto the import page. Our parser recognizes Saxo automatically — transactions, dividends and fees are separated.
View your dashboard
Instant P&L, diversification, dividend and performance. Prices are updated automatically. Done.
Recognizable for Saxo investors?
We regularly hear these frustrations from Saxo Bank users.
Complex fee structure
Saxo charges custody fees, currency surcharges and connectivity costs. SaxoTraderGO doesn't make it clear what your total costs are per position.
Costs per position made transparent
StockQuarters imports all your fee transactions and shows total costs per position, per period and as a percentage of your return.
No combined overview
SaxoTraderGO shows your positions, but no total P&L across all assets, no dividend totals and no diversification analysis.
Everything in one dashboard
Portfolio value, unrealized + realized P&L, dividend YTD, Sharpe ratio, diversification donuts and benchmark comparison — immediately after import.
Deposits distort returns
After a deposit, your portfolio value jumps up. Saxo doesn't distinguish between returns and contributions.
Cash flows strictly separated
StockQuarters recognizes deposits and withdrawals from your Saxo export and processes them as cash flows. Your return is always pure.
No performance benchmark
Is your portfolio outperforming the AEX? SaxoTraderGO leaves you in the dark.
MWRR + TWR with benchmark overlay
Compare your personal return with AEX, S&P 500 or MSCI World. Switch between MWRR and TWR with one click.
What you get with StockQuarters + Saxo Bank
Updated prices
Updated roughly every hour during trading hours. Up-to-date portfolio value, independent of SaxoTraderGO.
Accurate P&L
FIFO cost basis. Deposits are never counted as profit. Unrealized and realized calculated separately.
Dividend tracking
Per month, per position, yield on cost, 12-month forecast and calendar with ex-dates.
MWRR & TWR
Personal return (MWRR) and time-weighted (TWR). Both available with toggle.
Diversification
Four donut charts: sector, region, currency and asset class. Concentration warnings included.
Fee analysis
All Saxo costs (custody, FX, connectivity) shown separately. Know exactly what you pay per position.
Exporting Saxo XLSX — step by step
Via SaxoTraderGO you'll have everything ready in 3 minutes.
- Log in to SaxoTraderGO via the desktop website. Click on your account name at the top left.
- Go to "Account" and then to "Historical Reports".
- Select report type "Transactions", choose the maximum range as period (or "Inception to date") and include the details. Without details the export has no amounts, fees or dividends. If Saxo is set to another language, switch it to Dutch first.
- Click "Generate Report". Saxo generates an XLSX file with all your transactions, dividends and fees.
- Download the file. This one Transactions report is all we need — your deposits and withdrawals are already in it. Don't upload the "Account Overview": we can't read that file.
- Upload the XLSX file in StockQuarters. We recognise the Saxo format automatically and process trades, dividends, deposits, fees and most corporate actions, such as splits and spin-offs. Anything we can't process is skipped and shown in your import summary.
Frequently asked questions about Saxo Bank + StockQuarters
How do I export my Saxo transactions?
Log in to SaxoTraderGO. Go to Account → Historical Reports. Choose report type "Transactions" and select "Inception to date" as period, with the details included. Download the XLSX file and upload it in StockQuarters.
Does StockQuarters support the Saxo XLSX format?
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.
Are custody fees and FX costs included?
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.
Do I need to provide my Saxo password?
No. StockQuarters never asks for your broker login credentials. You only upload an XLSX file. No screen access, no risk.
Can I combine Saxo with other brokers?
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.)
What about multi-currency positions?
StockQuarters recognizes currency from your Saxo export. Positions in USD, GBP or other currencies are correctly converted. The diversification donut shows your currency exposure.
What does it cost?
€5.99 a month or €59 a year, after a free 7-day trial. You provide a payment method when you start the trial; cancel before day 7 and you pay nothing.
Is my data safe?
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.
Your whole portfolio in view tonight.
Export your CSV, upload, done. The first seven days are free.
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