Parse
Upload your Saxo file or paste statement text and let AI detect positions automatically.
Saxo import guide
Import Saxo Portfolio
Saxo reports can include many instruments. This guide helps you import the right positions without manual re-entry.
1,200+ portfolios tracked
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Setup in under 2 minutes
Verify
Review symbols, quantities, prices, and dates before anything is written to your portfolio.
Apply
Choose snapshot replace or additive merge and confirm import with full control.
Supported inputs
- Saxo account statement text
- CSV export from reports
- Excel report file from Saxo platform
- JSON asset extract
- Screenshot of open positions
Import notes
- Ticker aliases are normalized to reduce duplicates.
- Currency and precision are preserved through review.
- Preview distinguishes new rows from updates.
Quick tutorial for Saxo
- Step 1
Get Saxo report
Open Reports in Saxo, export portfolio activity in CSV or copy the holdings table.
- Step 2
Upload in onboarding
Drag and drop your file into Smart Import and wait for parse completion.
- Step 3
Choose merge strategy
Pick additive for incremental updates or snapshot for full replacement before confirming.
FAQ
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.
Ready to import your Saxo portfolio?
Free, no credit card, takes less than 2 minutes