Saxo trading in Excel

The OpenAPI plugin for Excel works both as a supplement to the SaxoTraderPRO platform and as a complete stand-alone solution. Use it to create your own custom workspaces with native VBA and excel functionality.  

OpenAPI for Excel makes it possible to create a custom trading experience unhindered by the restraints of a platform. OpenAPI for Excel includes the ability to send automated bulk trades, conduct automated hedging, trade on algo output, trade at specific times based on dynamic data – and much more.

OpenAPI for Excel lets you trade specific times based on dynamic data, bulk trade on behalf of multiple clients or accounts, get access to real time data on positions, orders and balances directly in Excel for reconciliation purposes or risk monitoring – and much more.

If you are new to Saxo you can test the solution in our demo environment for up to one month. If you are already a client with us you can get a ‘view only’ access (trading disabled) to your live account free of charge.

Already a client?

You can use your existing account in view only mode (non trading access) together with OpenAPI for Excel.

As a Saxo client to be enabled for trading in OpenAPI for Excel you need to be a Premium or VIP client and submit the below documentation to your account manager.

Download Form

Please note that certain requirements need to be met in order to trade non-FX products due to exchange regulations and that Saxo reserves the right to reject or revoke access to trading in OpenAPI for Excel at any point. Read more about our terms and conditions.

Download the plugin 

Benefiting from Saxo’s OpenAPI plugin is available for both live- and demo-accounts. Download the plugin below that matches your version of Microsoft Excel. 

Get started with Saxo’s OpenAPI plugin by using or building on our ready-made Excel templates. Each template is designed to serve as inspiration and a demonstration of the countless possibilities for customization. 

For instructions on how to use and setup the excel plugin itself, please refer to our user manual here

FAQ

The Saxo trading platform has received numerous awards and recognition. For details of these awards and information on awards visit www.home.saxo/en-au/about-us/awards

Saxo Capital Markets (Australia) Pty Ltd ABN 32 110 128 286 AFSL 280372 (‘Saxo’ or ‘Saxo Capital Markets’) is a wholly owned subsidiary of Saxo Bank A/S, headquartered in Denmark. Please refer to our General Business Terms, Financial Services Guide and Product Disclosure Statement to consider whether acquiring or continuing to hold financial products is suitable for you, prior to opening an account and investing in a financial product.

Trading in financial instruments carries various risks, and is not suitable for all investors. Please seek expert advice, and always ensure that you fully understand these risks before trading. Trading in leveraged products such as CFDs and Margin FX products may result in your losses surpassing your initial deposits. Saxo Capital Markets does not provide ‘personal’ financial product advice, any information available on this website is ‘general’ in nature and for informational purposes only. Saxo Capital Markets does not take into account an individual’s needs, objectives or financial situation.

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