Exporting Trades from Stake

This guide will help you export your trade history from Stake and import it into Portseido.

Exporting data from Stake mobile app

1. Open the Stake app and tap More in the bottom right corner.
2. Select Tax & Documents.
3. Choose your desired financial year, then tap the download icon next to Investment activity.
4. Select Excel (.xlsx) as the format and save the file.
5. Upload the exported file in the upload box.

Exporting data from Stake web platform

1. Log in to the Stake website and click the profile icon in the top right corner.
2. In the left sidebar, navigate to Tax & reporting and select Financial year reports.
3. Locate Investment activity for each financial year and click XLSX to download.
4. Repeat for all financial years you wish to export.
5. Upload the exported files in the upload box.

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements. Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.