Import your Saxo portfolio

Copy the positions table in Saxo, drop it here, check each line, confirm. About a minute, and no Saxo password.

Import from Saxoopen saxotrader.com
in saxocopy the table

  1. Open your investments in Saxo

    On saxotrader.com, go to Portfolio›Positions.

  2. Copy the positions table

    Select the whole table and press ⌘C (CtrlC on Windows). A screenshot works too: ⌘⇧4 on a Mac.

  3. Drop it into Portfolio Terminal

    Every line shows up before anything is saved. Fix a ticker, a quantity, a price or a date, then confirm.
the walkthrough plays in the import, filmed in Saxowatch it
good to know
  • Ticker aliases are normalized to reduce duplicates.
  • Currency and precision are preserved through review.
  • Preview distinguishes new rows from updates.
questions2 answered

Can I import Saxo positions across multiple currencies?

Yes. Currency values remain visible and can be validated before import is applied.

What if some Saxo symbols are not recognized?

You can edit unrecognized rows directly in verification before final import.

another app?

all import guides
N26screenshotIBKR Litecopy the table · history fileTrade Republicscreenshot

after the importPortfolio trackerValue at riskDrawdown monitoringDividend tracker

Import from Saxo