With the below major updates out of the way, we are refocusing on stability and incremental improvements on future releases.
For upcoming versions of OpenAPI for Excel, we are aiming to professionalize the overall experience by introducing an improved login flow and changing UI elements to be more consistent. In addition, a new button is added to the OpenAPI ribbon, which displays detailed information on the version of the current add-in and incorporates links to our Developer Portal and other resources.
09/01/2025 - PreTrade Disclaimers can block trading
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.
10/10/2024 - Upgrade to version 1.6.0
Dear Developers,
As we are deprecating parts of our old infrastructure, it is important that you update to the latest version (1.6.0 over above) of the Excel add-in before January 2025, to avoid your sheets breaking
There are no functional changes in this new version, so upgrading should be easy; the only changes are happening behind the scenes where it now points to our latest infrastructure instead.
Thank you for your cooperation.
04/10/2023 - Reclassification of ETF/ETN/ETC Instruments from AssetType=Stock to ETF, ETN, ETC
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.
Upgraded login flow - Released in version 1.1.1
In the current setup, OpenAPI for Excel authenticates with Saxo Bank through a web page that is loaded on a side panel in Excel, which in turn uses Internet Explorer 9 to render the login page functionality. This requires a recent version of Internet Explorer (9 or higher). In order to eliminate this requirement altogether, version 1.1 will incorporate a completely independent authorization flow, which is sent through the user's default browser. Security benefits and user experience are improved through this process, as the login is no longer dependent on (old) Internet Explorer software.
The 'About' button - Released in version 1.0.1
To further improve user-friendliness and enhance the process of debugging, this version of OpenAPI for Excel will include a brand new button, labelled 'About'. This button shows some basic information on the add-in, such as version number, release date, and resource links. This functionality will be especially useful as we start to publish more updates to our add-in in the future.
UI updates and bug fixes - Released in version 1.0.1
To improve consistency across the add-in's functionality, we have reviewed the language, links, and other information to be consistent with the overall branding of the solution and general OpenAPI conventions. In addition, some minor bugs have been repaired, which crash Excel in edge-case scenarios.