Stake UK logo Stake UK Portfolio Tracker

Get Full Analytics for Your Stake UK Investments

Stake UK provides British investors with commission-free access to US stocks with competitive currency conversion.

GB Est. 2021 FCA
Commission-free access to US stocks and ETFs for UK investors
Competitive GBP/USD FX conversion rates
Simple, mobile-first investing experience
Fractional shares available
No credit card required Free forever 30-second signup

When Does an External Tracker Add Value?

Limited portfolio analytics — basic gain/loss display only

AllInvestView provides comprehensive performance tracking, time-weighted returns, and sector analysis for your Stake UK portfolio.

No UK capital gains tax reporting tools

Import your Stake UK trades to AllInvestView for automated CGT calculations with GBP-based reporting.

Cannot consolidate with other UK broker accounts like ISAs or SIPPs

AllInvestView combines your Stake UK portfolio with any other broker for a complete investment view.

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 UK vs AllInvestView — Feature Comparison

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

Feature Stake UK Built-in + AllInvestView
Performance Analytics Basic portfolio value and P&L 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 Not available 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 GBP/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 UK 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 UK 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 UK 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 UK 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

ISA & SIPP Tracking for UK Investors

Track your Stake UK ISA, SIPP, and General Investment Account separately. Capital gains tax reports aligned with HMRC requirements.

GBP base currency with automatic FX conversion
UK capital gains tax allowance tracking
Dividend tax reporting for UK residents
ISA and SIPP performance analytics
200k+
Stocks, ETFs, bonds & crypto supported
50+
Currencies for global investors
80+
Exchanges worldwide
Stake UK

About Stake UK

GB • Est. 2021 • Regulated by FCA
Asset Types StocksETFs
Account Types Individual
Currencies GBPUSD
Fees Commission Free Commission-free US stock trading. FX conversion at 0.70% spread on GBP/USD.
Best For UK investors wanting US market access • Mobile-first investors • Cost-conscious UK traders • Beginners seeking US stocks from the UK

How to Import Your Stake UK Portfolio

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

1

Export from Stake UK

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 UK'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 UK

Stake UK Portfolio Tracking FAQ

How do I import my Stake UK trades into AllInvestView?
In Stake, go to Profile > Activity > Export, download the CSV, and upload it to AllInvestView. Our importer handles Stake's format automatically.
Does AllInvestView handle GBP/USD conversion for Stake UK trades?
Yes. AllInvestView automatically converts your USD-denominated positions to GBP and shows your true performance including FX impact.
How do I get my Stake UK data into AllInvestView?
In Stake, go to Profile > Activity > Export to download your trading history.
Does AllInvestView sync with Stake UK automatically?
Currently, Stake UK data is imported via CSV export. We're constantly adding new broker integrations. Once you import your data, prices update automatically in real-time.
Can I track Stake UK and other brokers together?
Absolutely! AllInvestView is built for multi-broker portfolios. Import from Stake UK, 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 UK?
Yes! AllInvestView supports all asset types available at Stake UK—stocks, ETFs, bonds, mutual funds, options, and even crypto. Each asset type has specialized tracking features.

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