Stake AUS portfolio tracker

Your US shares on Stake in Australian dollars, with the return after the exchange rate and the CGT figure ready.

Connect Stake AUS read only, or upload your transaction history. You get the return between any two dates, the dividends you were paid and the ones coming, and a capital gains report for your country.

AU Est. 2017 ASIC

Create a free account Open the live demo

Free plan, no card One portfolio and 10 stock holdings free Bonds, options and custom assets do not count

A portfolio dashboard with the as of date control, balances, total return and IRR

The broker

What Stake AUS does well

What people like about Stake AUS, and why they stay.

Commission-free access to US stocks and ETFs for Australians.

ASX trading at low AUD 3 brokerage fee.

Listed FX rates for AUD/USD conversion.

Mobile investing experience.

The gap

What your broker leaves to you

Your broker is built for trading. The return, the tax figure and the view across accounts are what you get here.

The Stake AUS account shows US holdings, not the AUD return after the dollar moved.

Choose any start and end date. The dashboard recalculates capital gain, IRR and dividend yield for that period.

Stake AUS statements cover Stocks and ETFs in AUD and USD for Individual. They do not compare tax lots under several cost-basis methods.

The tax report calculates gains with FIFO, LIFO, HIFO or average cost.

Stake AUS supports AUD and USD. Its report does not split market return from currency movement.

Set the reporting currency. The dashboard shows market return and currency movement separately.

What you get

What AllInvestView does with your Stake AUS data

200,000+

Stocks, funds, bonds and crypto priced daily

80+

Exchanges, so your local listing is the one you see

Countries with capital gains rules built in

See your return between two dates

Stake AUS customers often buy US shares while measuring the portfolio back in Australian dollars.

Set a start and end date. The screen shows capital gain, IRR and dividend yield for that period.

See period performance

Portfolio return calculated between two selected dates — The return, capital gain and dividend yield for one selected period.

See how each sale changes your tax

Repeated Stake AUS purchases can turn one US holding into many tax lots.

Choose FIFO, LIFO, HIFO or average cost. The report shows realized gains, unrealized gains, dividends and estimated tax.

Open the tax report

Tax report with cost basis, gains, dividends and estimated tax — Tax lots, gains, dividends and estimated tax in one report.

Choose the tax rules for your country

Stake AUS investors still apply Australian tax rules to investments bought overseas.

The tax rules page lists country presets, rates and local rules. Pick the jurisdiction that applies to the portfolio.

See tax rules by country

Country tax presets with rates and local capital gains rules — Country presets with their rates and local tax rules.

What Stake AUS gives you, and what is added here

Area	Stake AUS	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value and gain/loss display.	The dashboard calculates XIRR and return between chosen dates.
Tax Reporting	The statement supplies transactions for a separate tax calculation.	The tax report supports FIFO, LIFO, HIFO and average cost.
Dividend Tracking	The broker tools include basic dividend notifications.	The dividend view shows the calendar, income and yield on cost.
Multi-Broker View	The account view covers holdings kept with this broker.	Accounts from several brokers can be viewed together.
Risk Analytics	The account report focuses on positions and account activity.	The risk view shows ratios, value at risk and simulations.
Multi-Currency Reporting	The broker tools include basic AUD/USD display.	The return separates market movement from currency movement.

Where you file

For investors filing in Australia

ASX holdings and anything you own offshore, in Australian dollars, under Australian rules.

The 50 percent CGT discount on assets held over twelve months

Franking credits recorded through your own tax rules

Australian dollars as your base, with global conversion at the rate of the day

Losses carried forward across financial years

Getting started

Getting your Stake AUS history in

Export from Stake AUS

Open Profile > Activity > Export in Stake AUS. Download the trading history and upload it to AllInvestView.

Upload it

The importer reads the column layout on its own, identifies the securities and shows you every row before anything is saved.

Read your portfolio

Prices update daily, and dividends, corporate actions and splits are applied to the history you just brought in. Nothing else to keep up to date by hand.

Create a free accountNo card. One portfolio and 10 stock holdings.

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.

Suits Australian investors wanting US market access using Stake AUS • Cost-conscious ASX traders using Stake AUS • Mobile-first investors in Australia using Stake AUS • Beginners seeking US stocks using Stake AUS

More than one account

Stake AUS and everywhere else you hold something

Most people end up with two or three accounts. Bring them all in and they add up to one portfolio, with one return and one tax report.

Questions

Stake AUS and AllInvestView, answered

Can I sync my Stake AUS account with AllInvestView?

The read-only connection is direct, not an aggregator. It imports positions and trades but cannot place orders or move money.

Does AllInvestView handle the AUD/USD currency conversion for Stake trades?

Choose a reporting currency. The dashboard converts every holding and shows currency movement separately from market return.

Is the Stake AUS connection read only, and is it an aggregator?

The connection to Stake AUS is read only. It can see positions and transactions, and it can never place an order or move money. It is a direct broker connection, not a service that logs in with your password on your behalf. Broker sync is part of the paid plans. On the free plan you import a file instead.

Does it show my options with Greeks?

Stake AUS does not offer options, so there is nothing to read here from this account. If you trade options at another broker, add that account and the options dashboard covers it: delta, gamma, theta, vega and rho per position.

Which cost basis methods can I choose?

FIFO, LIFO, HIFO and average cost. You pick the method on the tax report and the whole report is recalculated, so you can see what each one would cost you before you sell.

How are several currencies handled?

Each position keeps the currency it was bought in. The portfolio is then valued in the base currency you choose, using the rate for the day, so the currency move is part of the return you read.

Can I bring years of history from a file?

Yes. Export the full transaction history from Stake AUS and upload it. The importer reads the column layout, identifies the securities and shows every row for review before anything is saved, so your cost basis and your returns start from the complete record rather than from today.

What does the free plan cover?

One portfolio and 10 stock holdings, with no card. Bonds, options and custom assets are not counted against that. Broker sync, more portfolios and more holdings are on the paid plans.

See what your Stake AUS portfolio has really done

Connect the account read only or upload the file. The return, the dividends and the tax figures are waiting on the other side.

Create a free account