Saxo's own reports already give you a time-weighted return, realised and unrealised results and an optional benchmark, so check those first. Six trackers plus StockDashes import a Saxo history, each from a different file — CSV, Excel or PDF — so the right pick depends on which export you have and what you want to see.
- •Saxo's performance overview shows a time-weighted return that deposits and withdrawals don't distort, and lets you add a benchmark such as the AEX.
- •Each tracker wants a different Saxo file: CSV for Portseido and AllInvestView, Excel for Sharesight and Portfolio Dividend Tracker, PDFs for Portfolio Performance.
- •StockDashes reads only Saxo's Dutch-language transaction export (XLSX), and can't price UCITS ETFs such as IWDA or VWCE.
- •Holding Saxo and DEGIRO? StockDashes combines both into one portfolio when you add both files in the same upload (with a free account).
The Best Tool to Analyse Your Saxo Portfolio (2026): Saxo's Own Reports and 7 Trackers Compared
What Saxo's own reports already show, which Saxo file each tracker needs, and a side-by-side of seven trackers that import a Saxo history — free options, return method and where your data is stored, with a source for every fact, checked 6 October 2026.
Short answer
Start with Saxo itself: its reports already show a time-weighted return that isn't distorted by your deposits and withdrawals, your realised and unrealised results, and — in the performance overview — a comparison with a benchmark such as the AEX. If you want your Saxo history in a separate tracker, Portseido, AllInvestView, Sharesight, Portfolio Dividend Tracker, Capitally and Portfolio Performance can each import it, but each needs a different Saxo file. StockDashes reads Saxo's Dutch-language transaction export (XLSX) in your browser, without an account, and shows your time-weighted return in euros against the S&P 500 — for US-listed holdings and European shares that also trade in the US; it can't price UCITS ETFs.
Search for the best tool to analyse a Saxo portfolio and you'll mostly find pages written by the trackers themselves. This one is also written by a tracker — StockDashes — so here is how we've tried to keep it fair: every fact about another product comes from that product's own website and links to it, Saxo's own reports come first, and the "which one fits you" section says plainly where another tool, or Saxo itself, is the better choice.
Last checked: 6 October 2026. Prices and features change; follow the source links before you decide.
What Saxo already shows you
In the Netherlands, Saxo operates as the Dutch branch of Saxo Bank A/S (source), and its Dutch help centre describes the reports Dutch clients see. Before you reach for another tool, it's worth knowing what those reports already cover.
- A time-weighted return. Saxo's performance overview shows "Rendement (tijdgewogen)" — a time-weighted return — and explains that money transferred in or out doesn't affect it (source). Its English help describes the method: each day's P/L divided by the previous day's account value, adjusted for deposits, withdrawals and transfers, with every day weighted equally (source).
- A result per period, including income. "Resultaat (MtM)" is the position's value at the end of the period, plus income, minus its value at the start; income means dividends, coupons and capital distributions (source).
- Realised and unrealised results. The overview shows "Gerealiseerd rendement", the return realised by a sale (source); the downloadable portfolio report splits unrealised results on open positions from results on closed positions, and adds a cost overview (source).
- A benchmark. You can add a benchmark to the performance overview; Saxo's own example uses the AEX (source).
- A separate currency result. Saxo calculates a currency result per position, and its "Resultaat" figure is shown without it (source).
If those numbers answer your question, you may not need a separate tool at all. A tracker is worth it if you'd rather see your Saxo history in a tool you already use — check each tool's own pages for what it shows.
Which Saxo file each tool needs
Saxo lets you open your transaction history via Portefeuille > Transacties and export it to Excel or PDF; select "details tonen" to include every transaction detail, such as costs (source). The trackers don't agree on which file they want, so follow each tool's own instructions:
- StockDashes: the Dutch-language transaction export as an XLSX file (the workbook has a sheet named "Transacties"). An English-language export or a CSV isn't recognised.
- Portseido: "Export → CSV" from Saxo's transactions section (source).
- AllInvestView: a CSV from Account > Reports > Trade Reports in SaxoTraderGO (source).
- Sharesight: the Transactions export as Excel, with details included; new trades by emailing Saxo's PDF confirmations (source).
- Portfolio Dividend Tracker: the Transactions export with "Show Details", as Excel — in Dutch or English (source).
- Capitally: a CSV or Excel upload (source).
- Portfolio Performance: PDF import — a Saxo Bank PDF importer is in its source code (source), though its user documentation doesn't name Saxo (source).
The comparison
Seven trackers that import a Saxo history, according to their own website (for Portfolio Performance, its own source code). "Not stated" means the product's site doesn't clearly say — not that the answer is bad.
| Tracker | Free option | Return method | Where data is stored |
|---|---|---|---|
| StockDashes | Free, no paid plan. The return calculator needs no account (up to 18 positions, up to 5 years) | Time-weighted return vs the S&P 500 (SPY) total return in euros; money-weighted (XIRR) when signed in | Calculator: in your browser, only ticker symbols sent to a lookup service. Account: stored in London, UK; servers in the US (privacy) |
| Portseido | Free up to 100 transactions, 1 portfolio (source) | Time-weighted and money-weighted (source) | Not stated |
| AllInvestView | Free: 1 portfolio, 10 stock holdings (source) | XIRR and return between chosen dates (source) | Not stated |
| Sharesight | Free: 1 portfolio, 10 holdings incl. closed (source) | Money-weighted, a variation of the Modified Dietz method (source) | Not stated for EU users |
| Portfolio Dividend Tracker | No free plan; 7-day trial (source) | MWRR and CAGR (source) | Not stated |
| Capitally | Paid subscription, no permanent free tier; 14-day trial (source) | TWR, MWR (IRR) and ROI (source) | EU data centres (source) |
| Portfolio Performance | Open source (source) | True time-weighted rate of return and IRR (source) | Desktop software that stores data in XML (source) |
Which one fits you
Saxo's own reports answer your question. If you want your time-weighted return, your realised and unrealised results and a comparison with the AEX or another benchmark, Saxo's performance overview already shows them (source). Start there.
Your portfolio is mostly UCITS ETFs (IWDA, VWCE, …). StockDashes is the wrong choice: it can't price European-listed ETFs, so they'd be listed by name but left out of your return. Pick a tracker that handles your ETFs, and check its coverage first.
You want both return methods side by side. Portseido shows time-weighted and money-weighted returns (source); Capitally offers TWR, MWR and ROI (source); Portfolio Performance calculates a true time-weighted return and IRR (source).
You care where your data is stored. Of the six other trackers, Capitally is the only one whose site states a location: EU data centres (source). Portfolio Performance is desktop software. StockDashes' calculator reads your file in your browser; a saved account is stored in London, UK (privacy).
You want to see your time-weighted return in euros against the S&P 500 — free, without an account. That's what StockDashes is for. Drop Saxo's Dutch-language transaction export into the calculator: it's read in your browser, never uploaded, and you see your time-weighted return in euros against the S&P 500, with currency effects handled. US-listed holdings are priced, and so are European shares that also trade in the US — like ASML or Shell — priced from that US line and converted to euros. Anything it can't price is named and left out. Sign up (also free) to save the portfolio and add a money-weighted return and AI research on each holding.
Saxo and DEGIRO together
If you also have a DEGIRO account, StockDashes can combine the two into one portfolio — holdings, trade history, deposits and cash — when you're signed in and add both files in the same upload: Saxo's Dutch-language transaction export and DEGIRO's Account Statement. Each file is read with its own broker's rules, and the result is one portfolio.
Two limits, so nothing surprises you:
- Add both files at once. Uploading them one after the other in "append" mode merges the holdings, but the saved trade history is the last file's — so the return would cover one broker only.
- The free calculator takes one file. Combining brokers needs the (free) account.
For the DEGIRO side, see how to export your DEGIRO history and the best portfolio tracker for DEGIRO.
Frequently asked questions
Does Saxo show a time-weighted return? Yes. Saxo's performance overview shows "Rendement (tijdgewogen)", a time-weighted return that money transferred in or out doesn't distort, and you can add a benchmark such as the AEX.
Which Saxo file does a portfolio tracker need? It depends on the tracker. Portseido and AllInvestView take a CSV; Sharesight, Portfolio Dividend Tracker and Capitally take Excel; Portfolio Performance reads PDFs; StockDashes reads the Dutch-language transaction export as XLSX.
Which trackers can import a Saxo history? Portseido, AllInvestView, Sharesight, Portfolio Dividend Tracker, Capitally and Portfolio Performance, according to their own sites — and StockDashes.
Can you combine Saxo and DEGIRO in one portfolio? In StockDashes, yes: sign in and add both files — Saxo's Dutch-language transaction export and DEGIRO's Account Statement — in the same upload. The free calculator takes one file at a time.
Can StockDashes track ETFs like IWDA or VWCE? No. It prices US-listed holdings and European shares that also trade in the US (like ASML or Shell); other European listings and UCITS ETFs are shown by name but left out of the return.
The short version
Check Saxo's own performance overview first — it already shows a time-weighted return, realised and unrealised results and an optional benchmark. If you want a separate tracker, pick by the file you can export and the return you want to see. ETF-heavy portfolio: not StockDashes. Both return methods: Portseido, Capitally or Portfolio Performance. A free time-weighted return in euros against the S&P 500, without an account, from Saxo's Dutch-language export: StockDashes — and with an account, Saxo and DEGIRO in one portfolio.
Sources
Statements about Saxo and other products come from their own websites, checked 6 October 2026. Features and prices change; follow the links before you decide.
- Saxo — Disclaimer (Saxo Nederland, Dutch branch of Saxo Bank A/S)
- Saxo — Hoe lees ik het resultatenoverzicht?
- Saxo — Hoe lees ik mijn gedownloade portefeuillerapport?
- Saxo — How do I read the portfolio report?
- Saxo — Hoe bereken ik het valutaresultaat?
- Saxo — Waar vind ik mijn transactiehistorie bij Saxo?
- Portseido — Saxo tracker and pricing
- AllInvestView — Saxo Bank portfolio tracker
- Sharesight — Saxo import, EU pricing and performance calculation method
- Portfolio Dividend Tracker — Import your Saxo Bank actions and homepage
- Capitally — Saxo and FAQ
- Portfolio Performance — portfolio-performance.info, PDF import and Saxo Bank PDF importer source