Stake clients can now easily track trades using Sharesight
Australian and New Zealand investors trading US stocks with Stake can import their full trading history, plus easily sync future trades to their Sharesight portfolios. This makes it easier than ever for Stake clients to run Sharesight’s award-winning performance and tax reports.
Why use Sharesight with Stake?
Sharesight’s powerful performance and tax reports are built for the needs of Australian and New Zealand based investors. With Sharesight you can:
Automatically track daily price & currency fluctuations, and handle corporate actions such as share splits or mergers
Track your investment performance, including the impact of:
Brokerage fees ($0 with Stake)
Run powerful tax reports built for investors, including:
Easily sync ongoing trades to Sharesight!
Import your Stake trading history to Sharesight
It’s easy to import your Stake trading history into Sharesight, here’s how:
Download the transaction history details CSV file for your Stake account
Select the Stake broker import tile on the Sharesight add holding screen
Upload your Stake trading CSV with our file import wizard
Easily sync ongoing trades with Sharesight
To sync your ongoing Stake trades to your Sharesight portfolio, set up Sharesight’s Trade Confirmation Emails feature:
Find your Sharesight broker email address in your account settings (see image above)
Forward email trade confirmations that you receive from email@example.com to this Sharesight email address
Join over 250,000 investors using Sharesight
- Track all your investments in one place, including stocks, mutual/managed funds, property, and even cryptocurrency
- Get the true picture of your investment performance, including the impact of brokerage fees, dividends, and capital gains with Sharesight’s annualised performance calculation methodology
- Run powerful reports built for investors, including Performance, Portfolio Diversity, Contribution Analysis and Future Income
- Run tax reports including Taxable Income (dividends/distributions), Capital Gains Tax (Australia and Canada), Traders Tax (Capital Gains for traders in NZ) and FIF foreign investment fund income reports (NZ)
The best way to understand what Sharesight is all about is to sign up and try Sharesight for yourself. We’re confident that you’ll agree that it’s the best portfolio tracker for the needs of investors.