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How to export your trades from Saxo

In this article, we provide a step-by-step guide on how to export your trades from Saxo.

Method 1: Export from SaxoTraderGO

  1. Login to SaxoTraderGO. Saxo export trades 1

  2. Click Portfolio and Show Account Saxo export trades 2

  3. Select date range, make sure Transactions is ticked and click Export Saxo export trades 3

  4. Select Excel Saxo export trades 4

  5. Upload the exported file in the upload box.

Method 2: Export from SaxoMonitor

  1. Login to SaxoMonitor. SaxoMonitor export trades 1

  2. Click Historical reports and Open under Transactional Reports SaxoMonitor export trades 2

  3. Select date range, make sure Transactions is ticked and click Export SaxoMonitor export trades 3

  4. Select Excel SaxoMonitor export trades 4

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements.

Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.