How to Import Trades from Saxo Bank to TradesViz Step-by-Step Guide
Quick Start
To import your file from Saxo Bank, visit https://tradesviz.com/import/.
Use the first dropdown to choose your trading account and the second dropdown to choose Saxo Bank.
You can also open Import/Export from your profile menu in the top-right corner.
Broker-Specific Instructions
Saxo Bank Import Instructions
Currently Supported:
- CFDs
- Forex
- Stock
- Stock Options
- Login to your SAXO account
- Go to "Account" and then "Historical reports" and select "Trades"
- Now select your preferred period and asset types to export
- Export it in excel format
- Open the spreadsheet and delete the sheets named "Trades" and "Trade Booked Amount". You should be left with only one sheet called "TradesWithAdditionalinfo"
- Save in excel format and upload that file by clicking on the "Choose File" box in this page.
Alternative instructions:
- Login to your SAXO account
- Navigate to "Download report" and choose "Closed position report" and download the excel file
- Upload the .XLSX file by clicking on the "Choose File" box in this page
Troubleshooting
- Follow the exact export format shown below for your broker.
- If import fails, re-export a fresh file and try again.
- Ensure required columns are present and headers are unchanged.
Need Help?
Email support@tradesviz.com with your broker/platform details and a sample file attachment.
If your broker is not listed in our supported brokers list, send us the broker name,
website, and CSV/XLS/TXT export format so we can add support faster.
FAQ
Why does my import fail?
Most import failures happen due to changed export format, missing columns, or custom-edited files.
Can I import only a date range?
Yes. Export the date range you want from your broker and import that file into TradesViz.
What should I send support?
Share your broker name, export steps, and one sample file, then email everything to support@tradesviz.com so support can debug or add broker coverage quickly.
Updated on: 18/05/2026
Thank you!