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Stake

Stake has created a 'Transaction Report' to enable customers to seamlessly bulk import their historical Stake trades into Sharesight.

How to import historical trades from Stake to Sharesight

Embedded content: https://www.youtube.com/watch?v=z_0mgbiYERI&t=5s

If you are using the Stake app

  1. On to bottom right corner and click More and select Tax & Documents

  2. Select a financial year, click the download icon next to Investment activity

  3. Select Excel (.xlsx), save to files

If you are using the Stake Web Platform

  1. On to top right corner and click on profile icon .

  2. On the left sidebar under Tax & reporting, select Financial year reports.

  3. You will find Investment activity for each FY. Select XLSX. Do the same for all financial years.

  4. Login to or Sign up for Sharesight.

  5. Click on Add Investment button and select Upload via Broker tile.

  6. Search and select Stake.

  7. Select Upload a file.

  8. 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.

After importing your portfolio

Now that your portfolio is populated, see What to do after importing your portfolio for next steps.

How to automatically import future Stake trades

You can setup an email forwarding in your inbox or manually forward from your personal inbox to kee your portfolio up to date. Read more in this guide.