How to export your trades from Saxo
Downloading your trades from Saxo is the first step to getting a complete view of your investment portfolio. By exporting your trade history, you can import all your transactions into Pro Stock Tracker, following this specific guide on how to import trades. Once your trades are in Pro Stock Tracker, you can accurately track your portfolio’s performance, monitor dividends, and analyze your investments across multiple accounts or brokers. Consolidating your data in one place makes it easier to understand gains, losses, and overall portfolio allocation over time.
Step-by-step guide
Here’s how to quickly export your trades from Saxo:
- Login to your Saxo Markets account
- Navigate to your trading account
- Find the link to download your trades
- Upload your file below. (You will be able to review the import before it is saved.)
Limitations & considerations
- Export period: Some brokers limit exports to a specific time range. Use multiple exports for longer histories.
- Account types: Export different account types separately if applicable (e.g., Invest vs ISA accounts).
- File verification: Ensure all recent trades are included before finalizing the export.
- Organization: Label files by date range for easier tracking and import.
Best practices for portfolio tracking
- Export your trades regularly to avoid missing data.
- Use Pro Stock Tracker’s import preview to catch any formatting issues.
- Combine data from multiple brokers for a complete portfolio view.
- Track dividends and corporate actions alongside trades for accurate performance analysis.
Your exported Saxo data becomes actionable when imported into Pro Stock Tracker. Gain insights such as performance attribution, sector allocation, dividend tracking, and risk metrics to optimize your investment strategy.
