Stake has created a 'Transaction Report' to enable customers to seamlessly bulk import their historical Stake trades into Sharesight.
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Import historical trades from Stake to Sharesight
If you are using the Stake app
- On the bottom right corner click More and select Tax & Documents
- Select a financial year, click the download icon next to Investment activity
- Select Excel (.xlsx), save to files
If you are using the Stake Web Platform
- On the top right corner click on the profile icon
- On the left sidebar under Tax & reporting, select Financial year reports
- You will find Investment activity for each FY. Select XLSX. Do the same for all financial years.
- Login to or Sign up for Sharesight
- Click on the Add Investment button and select Upload via Broker
- Search and select Stake
- Select Upload a file
- The 'Trades to import into Portfolio' page will show an itemised list of all trades imported from the Stake spreadsheet file. Verify and edit the trade data as required.
If trades appear in red, this means that Sharesight either can't upload the trade or the trade will cause errors in your portfolio.
Note: If you trade both ASX and US shares on Stake, the XLSX file will contain trades for each market in separate tabs. Sharesight will import trades from both tabs automatically — you do not need to import them separately.
After importing your portfolio
Now that your portfolio is populated, see What to do after importing your portfolio for next steps.
Automatically import future Stake trades
You can set up email forwarding in your inbox or manually forward from your personal inbox to keep your portfolio up to date. Read more in this guide.