Sharesight is a third party tax reporting provider. Saxo has made the third party tool available for clients to connect and export their trading data. Please note, by using the third party tools, you agree to the Terms and Conditions of the provider and Saxo takes no responsibility for the service provided.
- Go to https://www.sharesight.com/au/investment-portfolio-tax/
- Sign up a Sharesight account of your preference (Charges may apply. Subject to Sharesight's terms.)
- Log in to Sharesight and import your Saxo account trading records.
- Click Sharesight logo > Import from a Broker > Select Saxo Markets.
- Enter Saxo account details > Import trades
For more details of how to use Sharesight, please see Help.sharesight.com/au or refer to: https://www.sharesight.com/blog/sync-trades-to-sharesight-from-saxo-markets/