Saxo
Saxo Bank v1.1.0
Your Saxo portfolio in chat
From the developer
Declared capabilities
- Portfolio, performance, exposure, income and costs
- Instrument search, quotes, charts and stock fundamentals
- Instrument screening
Cost & access
Saxo does not sell goods or services through this plugin and does not execute trades or payments. It provides read-only access to the signed-in client's Saxo portfolio and market data, plus watchlists and price alerts.
Declared limitations
- The plugin has no bank-transfer capability and must explain that limitation without calling a mutation tool.
- The plugin must not guarantee returns or present personalized investment advice; it may offer factual market information if the user requests it.
- The plugin cannot place, amend or cancel orders. It must say so, not call any order tool, and point the user to their Saxo platform.
Onboarding example
Show me an overview of my portfolio.
Sources & dates
Developer declarations; not independently tested. Listing last checked Nov 15, 2026. Package observed Nov 15, 2026.
Description
From the marketplace listing
Ask about your Saxo account and get answers based on data straight from Saxo. Price charts open as interactive Saxo views in the chat. Portfolio: accounts, cash, margin, positions and unrealised P/L. Performance over any period, and what drove it. Exposure by asset class, country, sector and currency, looking through funds and ETFs to their underlying allocations. Dividends, coupons and interest received, net of withholding tax, and the costs you have paid. Transaction history. Markets: find instruments, get quotes and open interactive price charts. Key figures, financial statements and analyst consensus for stocks. Screen Saxo's instruments by sector, country, valuation, yield and returns. Create and manage watchlists. Alerts: set and manage price alerts. Saxo notifies you directly when one triggers. This app is for information only. It cannot place, amend or cancel orders or move money. Sign in with your Saxo login. Your password is never shared with the chat host. Requires a Saxo account, and availability may vary by country of residence. Prices are indicative and may be delayed. Information only, not investment advice.
Language: English · Automatically detected from descriptions.
Changes
No changes recorded yet. Follow this plugin to keep track of future changes.
First seen Nov 12, 2026. Last seen Nov 15, 2026.
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Keywords
Files & skills
File archives
Release notes
Trading removed from the ChatGPT app. It provides portfolio, performance, exposure, income, costs, market data, screening, watchlists, alerts and charts only. Served from https://mcp.saxobank.com/mcp/chatgpt.
Declared in the saved package. Remote tools may change independently.
Package details
Publisher declarations from the archived package. These are separate from our research and the live service's terms.
- Package author
- Saxo Bank
- Keywords
- See keywords
- Commerce declaration
- Does not support commerceThis does not establish whether access is free or paid.
- Review scenarios
- 5 positive · 3 negativeScenario counts, not test results.
Declared capabilities
- Portfolio, performance, exposure, income and costs
- Instrument search, quotes, charts and stock fundamentals
- Instrument screening
- Watchlists and price alerts
Package observed Nov 15, 2026.
Technical details
- First seen
- Nov 12, 2026 · 12:00 UTC
- Last seen
- Nov 15, 2026 · 18:00 UTC
- Collection status
- Collected
plugin_asdk_app_6ad61e7b6b3881919c393861d8f93ed7
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