BlogSharesight Features & Tips

Stake clients can now easily track trades using Sharesight

by David Olsen, Senior Marketing Manager - Content/SEO, 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.

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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:

Import your Stake trading history to Sharesight

It’s easy to import your Stake trading history into Sharesight, here’s how:

  1. Sign up for a FREE Sharesight account

  2. Download the transaction history details CSV file for your Stake account

  3. Select the Stake broker import tile on the Sharesight add holding screen

  4. Upload your Stake trading CSV with our file import wizard

Easily sync ongoing trades with Sharesight

Broker Email Import - Sharesight

To sync your ongoing Stake trades to your Sharesight portfolio, set up Sharesight’s Trade Confirmation Emails feature:

  1. Enable Sharesight’s Trade Confirmation Emails on your account

  2. Find your Sharesight broker email address in your account settings (see image above)

  3. Forward email trade confirmations that you receive from hello@stake.com.au to this Sharesight email address

Join over 250,000 investors using Sharesight

If you’re not already a Sharesight user, join over 250,000 investors tracking their performance with Sharesight. It’s free to sign up, plus with Sharesight you can:

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.

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