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Saxo Bank portfolio tracker

Bank AI reads your Saxo Bank multi-asset positions under PSD2 - equities, ETFs, bonds, FX and futures - and shows them next to every other bank, broker and crypto wallet you hold, with multi-currency net worth computed live.

Saxo Bank — Danish-headquartered investment bank serving sophisticated retail and professional clients across 50+ markets, supervised by the Danish FSA.

Markets
11+
Asset classes
Stocks / ETFs / Bonds / FX / Futures
Connection
PSD2 (read-only)

What Bank AI surfaces from your Saxo Bank account

Read-only by design. Trades continue to happen inside the Saxo platform; Bank AI just reads the position state so the picture is whole.

  • Multi-asset positions

    Equities, ETFs, bonds, FX positions and futures contracts read into the Bank AI view, each with their cost basis, current value and unrealised P&L.

  • Cash by currency

    Saxo's multi-currency cash balances (EUR, USD, GBP, CHF, ...) sit next to your bank current accounts, with FX exposure visible in one number.

  • Dividends and coupons

    Incoming dividends from equities and coupons from bonds are tagged separately so income vs. price return is visible per position.

  • Realised vs. unrealised P&L

    Recently closed positions are tagged as realised gains; open positions show unrealised P&L computed in your home currency.

Markets where Saxo Bank operates

Saxo Bank operates across all 11 Bank AI launch markets under EU passporting from its Danish banking licence, plus offices in the UK and beyond.

  • United Kingdom
  • Ireland
  • Germany
  • France
  • Italy
  • Spain
  • Belgium
  • Luxembourg
  • Netherlands
  • Portugal
  • Czech Republic

Asset classes covered

  • Stocks across 50+ exchanges
  • ETFs (UCITS and US-listed)
  • Bonds (government and corporate)
  • FX spot and forward
  • Futures and options
  • Mutual funds

Tax wrappers compatible

Saxo offers a flagship account (compte-titres / Depot / brokerage) and selected wrapper variants in a few markets. Bank AI maps positions into the right wrapper account.

  • Stocks & Shares ISA (UK via Saxo)
  • GIA / brokerage account (UK)
  • Compte-titres (FR)
  • Depot (DE)
  • Conto titoli (IT)

Ask the Bank AI assistant

Plain-language questions that read Saxo alongside everything else you connect.

  • What is my non-USD currency exposure across Saxo and my home banking?
  • How much have I paid in Saxo platform fees and FX conversion year-to-date?
  • What was my realised P&L on European stocks last tax year?
  • Show me my bond ladder maturities for the next 24 months.

Related brokers

Saxo Bank and Bank AI - frequently asked questions

Does Bank AI place orders on my Saxo account?

No. Bank AI is read-only by design. We surface positions, cash, dividends and realised P&L so you can see the picture, but every order continues to be placed inside Saxo's platform. We never move money or trade securities on your behalf.

How does Bank AI connect to Saxo?

Saxo Bank exposes account data via PSD2 in the EU and through equivalent open-banking frameworks in the UK. Bank AI uses licensed AISP partners to read positions, cash, transactions and corporate actions, with Strong Customer Authentication every 90 days.

Are FX positions and futures included?

Yes. FX spot and forward positions, futures contracts and options are all surfaced where Saxo exposes them via the connector. Where derivative margin requirements apply, Bank AI reads the maintenance margin alongside the position size.

Does Bank AI calculate UK CGT or Danish capital-gains tax?

No - Bank AI is a money app, not a tax tool. UK CGT (with same-day, 30-day and section-104 pool rules) and Danish realisationsbeskatning are best handled in dedicated tax software or by your broker's annual statement. We surface the underlying disposals so the audit trail is clean.

Can I see Saxo alongside my pension and crypto?

Yes. Saxo positions sit in the same view as your AJ Bell SIPP, your Trade Republic Depot, your French assurance-vie, your Coinbase wallet and your everyday banking, with one multi-currency net worth number.

Is Saxo's data exported anywhere?

Bank AI processes broker data in EU regions by default, with AES-256 encryption and EU-region key management. Saxo itself remains the custodian of your securities and cash; Bank AI never holds them.

Connect Saxo to your full money picture

Closed preview in 2026 Q2 - public launch later in 2026.

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