Saxo Bank portfolio tracker

Your Saxo account made readable: the return after FX, bonds and options priced, and a tax report for your country.

Upload your Saxo Bank transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

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

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Saxo Bank does well

What people like about Saxo Bank, and why they stay.

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

SaxoTraderGO and SaxoTraderPRO platforms.

Multi-currency accounts with listed FX rates.

Market research and analysis.

Managed portfolios and advisory services available.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

Tiered pricing: US stocks from USD 1/trade, European stocks from EUR 3/trade. The account report does not isolate how those charges changed the return.

Import fees with the trades. Dated returns include those costs.

Saxo Bank statements cover Stocks, ETFs, Bonds, Mutual Funds, Forex, CFDs, Futures and Options in USD and HKD for Individual and SIPP (UK). They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

Saxo Bank keeps Individual and SIPP (UK) among its 5 account types with Stocks and Options among 8 asset types in USD and HKD. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your Saxo Bank data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

Review every row before you import it

Saxo Bank customers often trade across markets and keep shares beside bonds or funds.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

See how each sale changes your tax

A Saxo Bank export can hold years of trades, income and transfers from several markets.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Choose the tax rules for your country

Saxo Bank investors buy internationally but file tax under the rules at home.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What Saxo Bank gives you, and what is added here

Area	Saxo Bank	With AllInvestView
Performance Analytics	The broker tools include Portfolio summary with basic P&L and allocation.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The broker tools include Annual tax statements per jurisdiction.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dashboard Simplicity	The broker tools include Trading and account interface.	The dashboard shows portfolio value, return and allocation.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Dividend Tracking	The broker tools include Dividends shown in account statements.	The dividend view shows the calendar, income and yield on cost.
Risk Analytics	The broker tools include basic risk indicators in portfolio view.	The risk view shows ratios, value at risk and simulations.
Multi-Currency Reporting	The broker tools include Multi-currency accounts with per-position currency display.	The return separates market movement from currency movement.
Bond Analytics	Bonds appear in the account view as positions.	The bond report shows yield, duration, convexity and accrued interest.

Where you file

For investors filing in Europe

Three or four currencies in one portfolio is the normal case here.

Every position keeps its own currency and converts to the base you pick

Capital gains rules for Germany, Spain, France, Italy, Ireland, Switzerland, Sweden, Denmark and Finland

Withholding tax on foreign dividends tracked per country

The Spanish Modelo 720 declaration built from your holdings

Getting started

Getting your Saxo Bank history in

Export from Saxo Bank

Open Account > Reports > Trade Reports in SaxoTraderGO. Choose the date range, export the CSV, then upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

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.

Suits Active global investors using Saxo Bank • Multi-asset traders using Saxo Bank • High-net-worth individuals using Saxo Bank • Active traders traders needing tools using Saxo Bank

More than one account

Saxo Bank and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Saxo Bank and AllInvestView, answered

Can I import my Saxo Bank portfolio into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

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

Choose a reporting currency. The dashboard converts every holding and shows currency movement separately from market return.

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

Calls and puts keep their strike and expiry. The options dashboard shows premiums, profit and loss, delta, gamma, theta and vega.

Is the Saxo Bank connection read only, and is it an aggregator?

There is no automatic connection for Saxo Bank yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Yes. Every open contract is listed with delta, gamma, theta, vega and rho, next to the price of its underlying, with the premium collected and the days left to expiry.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Saxo Bank and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Saxo Bank portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account