Stake clients can now easily track trades using Sharesight
Australians trading US stocks with Stake can now 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 built for Australian investors.
Why use Sharesight with Stake?
Sharesight powerful performance and tax reports are built for the needs of Australian 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 Australian 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 (Stake is emailing this CSV to all clients in July)
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 broker email import feature:
Find your Sharesight broker email address in your account settings (see image above)
Forward email trade confirmations that you receive from firstname.lastname@example.org to this Sharesight email address
Simplify your portfolio admin with Sharesight
The best way to understand what Sharesight is all about is to sign up and try Sharesight for yourself FOR FREE. We’re confident that you’ll agree that it’s the best portfolio tracker for the needs of Australians investors.