How to import trades from Saxo Bank to TradesViz trading journal?

To import your file, please visit https://tradesviz.com/import by selecting the import button at the bottom left corner of your dashboard or by clicking on your profile icon at the top right corner and selecting "Import/Export". Next, select your trading account in the first dropdown and then the platform as Saxo Bank in the second dropdown.

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

Please make sure to follow the instructions exactly to import your data correctly. If you still have any issues, please don't hesitate to contact us at support@tradesviz.com with info about your broker/platform and the file as the attachment.

If you do not see your broker on in our supported brokers list, please contact us at support@tradesviz.com with: Broker/platform name & website, CSV/XLS/TXT file of the trades, instructions you used to export the file. Once we get the information, we will add support for your broker/platform as soon as we can.

Updated on: 17/02/2025