OpenAPI for Excel
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Welcome to 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).


IMPORTANT! 

Dear Developers,

We want to inform you about new compliance and disclaimer measures Saxo is implementing, which may affect your trading activities through the Excel Addin:

Clients will soon be required to complete an Appropriateness Test (APT) for the products they wish to trade. Additionally, disclaimers/messages will be presented to clients, requiring acceptance before trading can proceed.

Key points to be aware of:

  • The orders/precheck endpoint may return disclaimers that need to be shown to clients.
  • Blocking disclaimers will prevent trades if clients are not authorized, often due to incomplete appropriateness tests.
  • Non-blocking disclaimers require client acknowledgment and include "normal" and "recurring" types.

If you encounter any blocking issues, you can go to SaxoTrader to complete the Appropriateness Test and approve any necessary disclaimers. This will ensure compliance and allow you to proceed with your trades.

For more detailed information, please refer to the Pre-Trade Disclaimers Guide.

Thank you for your attention to these important updates.

// The OpenAPI Team