Export your positions from Saxo Trader as CSV or Excel and drop it here. Nothing leaves your browser — data is stored locally and charts are live from Yahoo Finance.
Drag & drop your CSV or Excel file here
or
already loaded — drop another CSV to add more positions, or go to Settings to manage your data.
Saxo export: Positions → Export → CSV
Overview
Total Value
—
Total Cost Basis
—
What you paid
Unrealised P&L
—
1-Day P&L
—
Today's move
Positions
—
Best Performer
—
Worst Performer
—
Allocation
Uploaded Files
No files uploaded yet.
Positions
P&L %–
1D %–
Value (€)–
Name ↕
Symbol ↕
Type ↕
Qty ↕
Avg Cost ↕
Price ↕
Value (€) ↕
P&L (€) ↕
P&L % ↕
1D % ↕
Weight ↕
Individual Charts
Cost vs Current price · P&L breakdown per position
Sort:
Combined Performance
All positions — total return % from average cost
Stock Lookup
Type a ticker or company name — suggestions appear as you type. Leave the symbol field blank and set a price range to browse popular stocks.
Saved searches:
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Settings & Data
AI Provider API Keys
Keys are saved in your browser. They are only sent to localhost (the local server) which proxies to the AI provider — nothing goes to any third party directly.
AI Overview Model
Model used for the stock analysis panels � separate from your chat model. Defaults to gpt-4o-mini (fast and cheap). Enter any model name your provider supports (e.g. gpt-4o-mini, claude-haiku-4-5, gemini-2.0-flash).
Stored files
Each file you upload is saved locally. The most recent export for a ticker wins when symbols overlap.
No files stored.
Add another export
Drop a new Saxo positions CSV or Excel file to merge it with your existing data.
About data
Portfolio values & P&L come from your CSV export (snapshot at export time). Price history charts are fetched live from Yahoo Finance every time you load the page.
Reload the page at any time to refresh live chart data.
AI Company Descriptions
Generate concise, investment-focused overviews for each stock using your configured AI provider. Descriptions are saved on the server and reused automatically.
Danger zone
This permanently deletes all stored CSV data from your browser. Your actual Saxo account is not affected.
Are you sure? This cannot be undone.
AI Research
Context:
AI Stock Research
Add stocks to context above, then ask anything — earnings, risks, outlook, comparisons. Or tap a template: