Back to brokers & apps

Saxo

Import historical trades

You can bulk import your historical buy and sell trades in to Sharesight by uploading a spreadsheet. Read this help guide for step-by-step instructions on how to bulk import your historical trades.

  1. Login into Saxo
  2. Click on Profile in the top right corner.
  3. Select Transactions
  4. Set Date range: since inception to present date
For ongoing trades import, set the start date to the last imported trade date to avoid duplication.
  1. Select Export on the right
  2. Include details
  3. Select Excel
  4. Login to Sharesight.
  5. Click on Broker tab.
  6. Search Saxo
  7. Click Choose a file to upload the file
  8. Click import

How to import new trades

  1. Log in to your Saxo trading account.
  2. Click on Profile in the top right corner.
  3. Select Corporate action

Saxo

4.On the top of your screen click on Portfolio

saxo1

  1. Select Transactions

saxo2

  1. Select Trades

saxo3

  1. This shows all the instruments you have traded

saxo4

  1. Click Export, enable Include details.

saxo5

  1. Click on v next to each trade to expand

saxo6

  1. Select More

saxo7

  1. Click Export
  2. Email the PDF as an email attachment to your Sharesight portfolio email address.