Saxo Bank Enhances OpenAPI with Key Portfolio and Client Services Upgrades

Saxo Bank enhances OpenAPI with new bond metrics, option strategy views, and improved client service status tracking.

Key Points:

• Portfolio endpoints now include bond pool factors, leg ratios, and option strategy grouping for advanced analytics.
• New client service sub-status “Requested” improves tracking of placed events in onboarding and service workflows.

Multi-asset investment specialist Saxo Bank has announced the latest enhancements to its OpenAPI, reinforcing its commitment to delivering a high-performance trading platform and seamless partner integration. The newest updates focus on enriching both the Portfolio and Client Services components, aimed at improving transparency, flexibility, and data accessibility for developers and institutional partners.

Saxo Bank Enhances OpenAPI with Key Portfolio and Client Services Upgrades

Expanded Portfolio Capabilities

The Portfolio group received several significant upgrades:

• Bond Pool Factors Introduced: Saxo Bank has added CurrentBondPoolFactor, OpenBondPoolFactor, and ClosingBondPoolFactor across all portfolio-related position endpoints. These enhancements offer deeper insights into bond investments, supporting more accurate valuations and performance analysis.
• Enhanced Multi-leg Order Details: A new field, LegRatio, is now available in the MultiLegOrderDetails under order endpoints. This allows for greater precision in representing multi-leg trading strategies.
• Option Strategy View Support: Positions now include an OptionStrategyView when the request includes the StrategyGroupingEnabled parameter, helping clients better understand and visualize complex options strategies.
• Improved Balance Metrics: The balances endpoint now supports two new data points — MarginCollateralNotAvailableIncludingCostToClosePositions and UnrealizedPositionsValueExcludingCostToClosePositions. These metrics provide a more nuanced view of available collateral and unrealized value while accounting for cost-to-close factors.

Streamlined Client Services

On the Client Services front, Saxo Bank has introduced a new sub-status:

• SubStatus “Requested” for Placed Events: This new sub-status under the “Placed” event category provides greater clarity into the current stage of a client service request, streamlining status tracking and service management.

Supporting a Connected Ecosystem

Saxo Bank’s OpenAPI continues to be a cornerstone for fintech developers, partners, and affiliates aiming to build sophisticated multi-asset trading platforms. Alongside its Trading and Portfolio APIs, Saxo also offers a growing suite of resources, such as its Onboarding API, to facilitate seamless integration and client lifecycle management.

With this update, Saxo Bank reaffirms its position as a leader in API-first financial infrastructure, enabling its partners to offer advanced trading services with robust back-end support.

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