BlogSharesight Features & Tips

Stake clients can now easily track trades using Sharesight

by David Olsen, Content Manager, 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.

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Why use Sharesight with Stake?

Sharesight powerful performance and tax reports are built for the needs of Australian 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 (Stake is emailing this CSV to all clients in July)

  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 broker email import feature:

  1. Enable Sharesight’s Broker Email Import 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

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.

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