BlogSharesight Features & Tips

Stake clients can now easily track trades using Sharesight

by David Olsen, Content Manager, Sharesight

It’s now even easier for Australians trading US stocks with Stake to get started tracking their performance with Sharesight. Stake clients can now import their trades directly into Sharesight with our broker contract note email import feature - unlocking the power of Sharesight’s performance and Australian tax reports in a few easy steps.

Sharesight stake shopforshares

Why use Sharesight with Stake?

Importing your Stake trading data

Importing your Stake trades into Sharesight is easy. All you need to do is:

  1. Sign up for a FREE Sharesight account

  2. Enable Sharesight’s Broker Email Import on your account

  3. Find your Sharesight broker email address in your account settings (see image below)

  4. Forward the email trade confirmation that you receive from hello@stake.com.au to this Sharesight email address.

Broker Email Import - Sharesight

Tracking historical Stake trades

For now, Stake clients need to manually add historical trades to their portfolios. But we’re hopeful this latest update will help Stake clients who use Sharesight to increase their investment diversity by accessing overseas equities.

Sign-up for free and get started with Sharesight today to track your US stocks.

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