Saxo Bank
www.home.saxoAutomated import from Saxo Bank is not yet available — but you can help us launch it! Export your data following the instructions below and send us the file. We'll use it to add Saxo Bank support to the calculator.
Exporting Transactions from Saxo Bank
Saxo Bank exports transaction reports in Excel (XLSX) format from the saxotrader.com platform. For PIT-38 settlement, you need the "Closed Positions" report.
Log in to SaxoTraderGO at home.saxo
In the main menu, go to "Account" > "Historical Reports"
Select type: "Closed Positions"
Set "Period" to the tax year and press "Download" (.xlsx format)
The file will have a name in the format ClosedPositions_[account number]_[date from]_[date to].xlsx. Our calculator will automatically recognize the Saxo Bank format. Note: Saxo Bank exports reports in Excel (.xlsx) format, not CSV.
Exporting Dividends from Saxo Bank
Dividends from Saxo Bank are available in a separate "Share Dividends" report on the saxotrader.com platform.
On the Historical Reports page, in the "Report" field select "Share Dividends"
In the "Period" field, set the date range to the tax year
Click "Download" - download the Excel (.xlsx) file
Import both files (ClosedPositions + ShareDividends) into our calculator
Common Issues and Solutions
The report does not contain all instruments
Make sure you selected all accounts (if you have multiple sub-accounts). Reports may be generated separately for each sub-account.
The system does not recognize the Saxo Bank file
Make sure you import the original .xlsx file downloaded from saxotrader.com. Do not open and re-save it in Excel - this may change the data format.
Help us add Saxo Bank support!
Export your data from Saxo Bank using the instructions above and send us a sample file. We'll use it to build automated import — it usually takes just a few business days.
Last updated: 2/20/2026