Stake AUS logo Stake AUS Portfolio Tracker

Analyze Your Stake Australia Portfolio with Pro Tools

Stake offers Australians commission-free access to US stocks and ASX trading with competitive FX rates.

AU Est. 2017 ASIC
Commission-free access to US stocks and ETFs for Australians
ASX trading at low AUD 3 brokerage fee
Competitive FX rates for AUD/USD conversion
Clean, mobile-first investing experience
No credit card required Free forever 30-second signup

When Does an External Tracker Add Value?

Limited portfolio analytics with no performance attribution or return calculations

AllInvestView provides detailed IRR/XIRR returns, sector breakdowns, and benchmark comparisons for your Stake holdings.

No tax reporting tools for Australian CGT calculations

Import your Stake trades to AllInvestView for automated capital gains calculations supporting Australian tax rules.

Difficult to see combined AUD and USD performance with FX impact

AllInvestView converts all holdings to your base currency and shows the FX impact on your total returns.

What You Unlock with AllInvestView

Monte Carlo Simulation

Simulate 1,000+ future scenarios. See the probability of hitting your financial goals.

Efficient Frontier

Find your optimal portfolio allocation using Markowitz mean-variance optimization.

Correlation Matrix

Visualize how your holdings move together. Identify diversification gaps at a glance.

Tax Reports

Capital gains reports for 14+ countries. FIFO, LIFO, specific ID, and average cost methods.

Dividend Calendar

Track every payment, project future income, and monitor yield-on-cost over time.

Options Greeks

Track Delta, Gamma, Theta, Vega, and Rho with visual payoff diagrams.

AI Assistant

Ask anything about your portfolio. Get instant analysis powered by AI.

Quick Allocation View

See asset, sector, country, and currency breakdown in one visual dashboard.

Stake AUS vs AllInvestView — Feature Comparison

See what Stake AUS's built-in tools offer versus what AllInvestView adds to your investment workflow.

Feature Stake AUS Built-in + AllInvestView
Performance Analytics Basic portfolio value and gain/loss display True IRR/XIRR, time-weighted & money-weighted returns, benchmark comparison
Tax Reporting Not available Full capital gains report with FIFO/LIFO/specific ID, wash sale detection, 14+ country support
Dividend Tracking Basic dividend notifications Calendar view, income projections, yield-on-cost, ex-date alerts
Multi-Broker View Not available Consolidate all brokers in one unified dashboard
Risk Analytics Not available Monte Carlo simulation, Efficient Frontier, VaR, Sharpe/Sortino Ratios
Multi-Currency Reporting Basic AUD/USD display Automatic conversion to base currency with FX impact analysis
Portfolio Dashboard Portfolio Dashboard

See Your Entire Portfolio at a Glance

Get the complete picture of your Stake AUS investments with intuitive visualizations that show exactly where your money is allocated.

  • Asset allocation by type, sector, and geography
  • Real-time valuations in your preferred currency
  • Performance attribution by holding
  • Concentration risk indicators
Portfolio Analytics Portfolio Analytics

Analytics That Actually Matter

Go beyond simple percentage gains. Understand your true risk-adjusted performance with institutional-quality metrics.

  • Money-weighted returns (IRR/XIRR)
  • Efficient Frontier optimization
  • Correlation matrix across holdings
  • Sharpe ratio and volatility metrics
Dividend Tracking Dividend Tracking

Master Your Dividend Income

Track every dividend from your Stake AUS holdings. Know exactly when payments arrive and how your income is growing.

  • Automatic dividend detection and tracking
  • Calendar view of upcoming payments
  • Yield on cost calculations
  • Annual income projections
Capital gains tax report showing unrealized gains, estimated tax liability, and FIFO cost basis analysis

Tax Reports in One Click

Generate capital gains reports for your Stake AUS portfolio instantly. Supports 14+ countries with multiple cost basis methods.

  • FIFO, LIFO, specific identification, and average cost
  • Automatic wash sale detection
  • Short-term vs long-term capital gains split
  • Export as PDF or CSV for tax filing
Holdings management table showing stocks and ETFs with company logos, quantities, cost basis, market value, unrealized P&L, and sparkline trends

Every Holding, One Clean Table

See all your Stake AUS positions with real-time prices, sparkline trends, and instant P&L — exactly the view your broker doesn't give you.

  • Company logos, real-time prices, and sparklines
  • Cost basis, market value, and unrealized P&L
  • Sort and filter by any column
  • Multi-broker holdings in one unified table

ASX Portfolio Tracking for Australian Investors

Track your Stake AUS ASX and international holdings with AUD as base currency.

AUD base currency with global FX conversion
Australian capital gains tax calculations
Franking credit tracking for dividends
CGT discount for assets held 12+ months
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide
Stake AUS

About Stake AUS

AU • Est. 2017 • Regulated by ASIC
Asset Types StocksETFs
Account Types Individual
Currencies AUDUSD
Fees Commission Free Commission-free US stock trading; ASX trades AUD 3 brokerage. FX conversion at 0.70% spread.
Best For Australian investors wanting US market access • Cost-conscious ASX traders • Mobile-first investors in Australia • Beginners seeking US stocks

How to Import Your Stake AUS Portfolio

Getting your Stake AUS data into AllInvestView takes less than 2 minutes. Here's how:

1

Export from Stake AUS

In Stake, go to Profile > Activity > Export to download your trading history.

2

Upload to AllInvestView

Use our smart CSV importer that automatically maps Stake AUS's format. No manual column matching needed.

3

Track Everything

Instantly see your full portfolio with real-time prices, dividends, and performance metrics.

Similar Brokers to Stake AUS

Stake AUS Portfolio Tracking FAQ

Can I sync my Stake AUS account with AllInvestView?
Yes! AllInvestView supports automatic syncing with Stake via SnapTrade. Your US and ASX holdings sync seamlessly.
Does AllInvestView handle the AUD/USD currency conversion for Stake trades?
Yes. AllInvestView automatically handles multi-currency positions and shows your true AUD performance including FX impact.
How do I get my Stake AUS data into AllInvestView?
In Stake, go to Profile > Activity > Export to download your trading history.
Does AllInvestView sync with Stake AUS automatically?
Yes! AllInvestView can automatically sync with Stake AUS through our secure broker integration. Your portfolio stays up-to-date without manual imports.
Can I track Stake AUS and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from Stake AUS, Interactive Brokers, Schwab, or any other broker and see everything in one unified dashboard with consolidated performance metrics.
Does AllInvestView support all asset types from Stake AUS?
Yes! AllInvestView supports all asset types available at Stake AUS—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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