Import your SaxoBank actions
With SaxoBank you can import your broker history directly into PDT. So you don't have to enter every broker action manually.
We only support SaxoBank exports in the Dutch- and English language. We also can't import a spin-off, merger, conversion or takeover bid yet. You add these actions manually via Create an action.
Step 1: Log in to SaxoBank.
Step 2: Go to Portfolio and select the Transactions tab.
When using SaxoBank AutoInvest, you can access the Transaction page via the account menu, which is located under the 'more' button next to 'Download reports' and 'Deposit'.
Step 3: Click the All time switch to view your full history from before your first deposit.
In the future, you only need to export the new actions. Overlap is not a problem, because PDT automatically recognizes previously imported actions and will not import them again.
Step 4: Click the Export button on the right side above the list of your transactions.
Step 5: Select Show Details and select Excel as the file format.
Import SaxoBank actions
Upload the Excel file by dragging it into PDT. Or go to the actions page → Import actions and select SaxoBank.
