Can I track my Saxo Bank portfolio with AllInvestView?

Yes! AllInvestView fully supports Saxo Bank portfolio tracking. You can sync automatically or import your transactions via CSV to track all your Saxo Bank investments.

Can I generate tax reports for my Saxo Bank investments?

Yes, AllInvestView provides comprehensive tax reporting for Saxo Bank portfolios, including capital gains calculations, dividend income tracking, and tax-loss harvesting suggestions.

Saxo Bank Portfolio Tracker

Advanced Portfolio Insights for Saxo Bank Investors

Saxo Bank is a Danish investment bank and online broker offering access to 70,000+ instruments across stocks, bonds, ETFs, forex, CFDs, futures, options, and mutual funds on 50+ global exchanges. Known for its award-winning SaxoTraderGO and SaxoTraderPRO platforms, Saxo serves serious investors and traders worldwide. It offers multi-currency accounts, competitive margin rates, and institutional-grade research.

DK Est. 1992 Danish FSA FCA ASIC MAS SFC Hong Kong FSA Japan

Access to 70,000+ instruments across 50+ global exchanges

Award-winning SaxoTraderGO and SaxoTraderPRO platforms

Multi-currency accounts with competitive FX rates

Institutional-grade research and market analysis

Managed portfolios and advisory services available

Get Started Free Live Demo

No credit card required Free forever 30-second signup

What Saxo Bank Users Get with AllInvestView

Built-in portfolio analytics are spread across multiple reports and screens

AllInvestView consolidates all your Saxo Bank holdings into clean visual dashboards with instant performance metrics.

Tax reporting across multiple jurisdictions can be complex with Saxo's multi-currency accounts

AllInvestView provides capital gains reports with FIFO/LIFO methods supporting 14+ country tax frameworks, automatically handling currency conversions.

Difficult to get a consolidated view when investing through multiple Saxo account types

Import all your Saxo accounts into AllInvestView for a unified portfolio view with individual account breakdowns.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

Saxo Bank vs AllInvestView — Feature Comparison

See what Saxo Bank's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature	Saxo Bank Built-in	+ AllInvestView
Performance Analytics	Portfolio summary with basic P&L and allocation	True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting	Annual tax statements per jurisdiction	Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dashboard Simplicity	Feature-rich but complex interface	Clean, visual dashboards with instant portfolio overview
Multi-Broker View	Not available — Saxo accounts only	Consolidate all brokers in one unified dashboard
Dividend Tracking	Dividends shown in account statements	Calendar view, income projections, yield-on-cost, ex-date alerts
Risk Analytics	Basic risk indicators in portfolio view	Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Multi-Currency Reporting	Multi-currency accounts with per-position currency display	Automatic conversion to base currency with FX impact analysis
Bond Analytics	Bond trading available but limited analytics	YTM, duration, convexity, accrued interest calculator

See Your Entire Portfolio at a Glance

Get the complete picture of your Saxo Bank investments with intuitive visualizations that show exactly where your money is allocated.

Asset allocation by type, sector, and geography
Real-time valuations in your preferred currency
Performance attribution by holding
Concentration risk indicators

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

Money-weighted returns (IRR/XIRR)
Efficient Frontier optimization
Correlation matrix across holdings
Sharpe ratio and volatility metrics

Master Your Dividend Income

Track every dividend from your Saxo Bank holdings. Know exactly when payments arrive and how your income is growing.

Automatic dividend detection and tracking
Calendar view of upcoming payments
Yield on cost calculations
Annual income projections

Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your Saxo Bank portfolio instantly. Supports 14+ countries with multiple cost basis methods.

FIFO, LIFO, specific identification, and average cost
Automatic wash sale detection
Short-term vs long-term capital gains split
Export as PDF or CSV for tax filing

Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, and sparkline trends

Every Holding, One Clean Table

See all your Saxo Bank positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

Company logos, real-time prices, and sparklines
Cost basis, market value, and unrealized P&L
Sort and filter by any column
Multi-broker holdings in one unified table

Try the Live Demo

Explore a real portfolio — no signup needed

Tools for European Investors

AllInvestView is built for multi-currency portfolios. Track your Saxo Bank investments in EUR, CHF, SEK, or any of 50+ currencies.

Multi-currency support with live FX rates

Capital gains tax reports for Germany, Spain, France, Italy, Netherlands

Withholding tax tracking on foreign dividends

Spain Modelo 720 foreign asset declaration

Saxo Bank

CSV Import

Start Free Trial Track Saxo Bank in 2 minutes

200k+

Stocks, ETFs, bonds & crypto supported

50+

Currencies for global investors

80+

Exchanges worldwide

About Saxo Bank

DK • Est. 1992 • Regulated by Danish FSA, FCA, ASIC, MAS, SFC Hong Kong, FSA Japan

Asset Types StocksETFsBondsMutual FundsForexCFDsFuturesOptions

Account Types IndividualJointCorporateISA (UK)SIPP (UK)

Currencies USDEURGBPDKKSEKNOKCHFJPYAUDSGDHKD

Fees Tiered pricing: US stocks from USD 1/trade, European stocks from EUR 3/trade. Volume discounts for active traders. Custody fees may apply.

Best For Serious global investors • Multi-asset traders • High-net-worth individuals • Professional traders needing advanced tools

How to Import Your Saxo Bank Portfolio

Getting your Saxo Bank data into AllInvestView takes less than 2 minutes. Here's how:

Export from Saxo Bank

1. Log in to SaxoTraderGO at saxotrader.com. 2. Click on "Account" in the top menu. 3. Navigate to "Reports" > "Trade Reports" or "Account Statements." 4. Select your date range and report type. 5. Click "Export" and choose CSV format. 6. Upload the CSV file to AllInvestView.

Upload to AllInvestView

Use our smart CSV importer that automatically maps Saxo Bank's format. No manual column matching needed.

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

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Saxo Bank Portfolio Tracking FAQ

Can I import my Saxo Bank portfolio into AllInvestView?

Yes! Export your trade reports or account statements as CSV from SaxoTraderGO and upload them to AllInvestView. Our importer handles Saxo's format.

Does AllInvestView handle Saxo Bank's multi-currency positions?

Absolutely. AllInvestView automatically converts all positions to your chosen base currency, giving you accurate total portfolio performance regardless of the currencies traded.

Can I track my Saxo Bank bonds and options alongside stocks?

Yes. AllInvestView supports stocks, ETFs, bonds, and options tracking. Import your Saxo trades and see all asset types in one unified dashboard.

How do I get my Saxo Bank data into AllInvestView?

Does AllInvestView sync with Saxo Bank automatically?

Currently, Saxo Bank data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.

Can I track Saxo Bank and other brokers together?

Absolutely! AllInvestView is built for multi-broker portfolios. Import from Saxo Bank, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.

Does AllInvestView support all asset types from Saxo Bank?

Yes! AllInvestView supports all asset types available at Saxo Bank—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.