Stake UK portfolio tracker

Your US shares on Stake in pounds, with the return after the exchange rate and the UK tax figure ready.

Upload your Stake UK 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.

GB Est. 2021 FCA

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 UK does well

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

Commission-free access to US stocks and ETFs for UK investors.

Listed GBP/USD FX conversion rates.

Simple, mobile-first investing experience.

Fractional shares available.

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 UK account shows US shares, not the GBP result after exchange rates and dividends.

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

Stake UK statements cover Stocks and ETFs in GBP 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 UK keeps Individual with Stocks and ETFs in GBP and USD. Holdings at another broker are outside that total.

Add the other accounts. The combined view totals them while keeping each account separate.

What you get

What AllInvestView does with your Stake UK 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

Review every row before you import it

Stake UK customers generally use the app to buy a focused set of US shares and ETFs.

Upload the transaction file and review the mapped columns and rows. Nothing is added until you confirm the import.

Review a file import

Import review with mapped columns and validated transaction rows — Mapped columns and validated rows ready for review.

See how each sale changes your tax

A Stake UK export can include fractional purchases made on many different dates.

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 UK investors buying in the US still report under the rules that apply at home.

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 UK gives you, and what is added here

Area	Stake UK	With AllInvestView
Performance Analytics	The broker tools include basic portfolio value and P&L 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	Dividend entries stay in the account history.	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 GBP/USD display.	The return separates market movement from currency movement.

Where you file

For investors filing in the United Kingdom

ISA, SIPP and a general account are separate portfolios, and the tax report follows the UK rules.

Sterling as your base currency, with everything foreign converted at the rate of the day

Bed and breakfast handled on the 30 day rule

The annual exemption applied before the rate

Dividend income separated from gains, with the withholding already taken off

Getting started

Getting your Stake UK history in

Export from Stake UK

Open Profile > Activity > Export in Stake UK. 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 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.

Suits UK investors wanting US market access using Stake UK • Mobile-first investors using Stake UK • Cost-conscious UK traders using Stake UK • Beginners seeking US stocks from the UK using Stake UK

More than one account

Stake UK 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 UK and AllInvestView, answered

How do I import my Stake UK trades into AllInvestView?

Export the transaction history as CSV and upload it. The review screen shows the mapped rows before anything is added.

Does AllInvestView handle GBP/USD conversion for Stake UK trades?

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

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

There is no automatic connection for Stake UK yet. You export your transaction history and upload the file, so nothing of yours is ever logged into.

Does it show my options with Greeks?

Stake UK 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 UK 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 UK portfolio has really done

Upload your transaction history. The return, the dividends and the tax figures are waiting on the other side.

Create a free account