OpenAPI for Excel

The perfect SaxoTrader companion

Welcome to OpenAPI for Excel, Saxo's home-built Excel add-in that ports a broad range of OpenAPI functionality straight into Excel. Newcomers are advised to review the introductory guide Get Started in 5 Minutes or Less, which covers topics such as account creation, installing the add-in, and building your first formula. For a high-level overview of the add-in and how it extends Saxo's OpenAPI functionality, see the Introduction.

OpenAPI for Excel provides you with the flexibility of Excel and VBA, coupled with the infrastructure that powers Saxo Bank's award-winning trading platforms. The OpenAPI add-in works both as supplement to the SaxoTrader platform and as complete stand-alone solution. Use it to build custom workspaces right away with native VBA and Excel support, or download Excel snippets from the Tutorial Series, which break down all available functionality in bite-size components. The Excel add-in supports most OpenAPI services and is available for all recent versions of Microsoft Excel (2010 and later).

Get started with OpenAPI for Excel by grabbing the latest version from the Downloads section.

Dear Developers,

We have an important update to share regarding our API that will affect all users working with ETF/ETN/ETC instruments. We want to inform you that as of December 1, 2023, we will be making changes to the asset type classifications.

Currently, these instruments are marked as "Stock" in our system. However, moving forward, each instrument will be categorized individually as "ETF," "ETC," or "ETN." This change is being implemented to enhance accuracy and improve our overall asset classification system.

We understand the impact this update may have on your existing operations or systems, especially if you are relying on the current "Stock" classification for these instruments. Therefore, we kindly request that you make the necessary adjustments to ensure a smooth transition before the specified date.

Additionally, we are pleased to inform you that starting from October 2023, you can test this new feature on our simulation environment. This will allow you to familiarize yourselves with the updated asset classifications and make any necessary changes or updates to your systems in advance. We highly encourage you use this opportunity to test your spreadsheets before December 1, 2023.

Our support team is available to assist you and answer any questions you may have throughout this process. Please feel free to reach out to them for any guidance or clarification.

We appreciate your attention to this matter and value your partnership with us. As always, we remain dedicated to offering you the best possible service and support.

Thank you for your cooperation.

// The OpenAPI Team