Integration guide

Import your Stake data into OpenFolio

Import Stake trade CSV exports for US share and ETF portfolio tracking.

TradesFees

Export

How to export your data from Stake

  1. Log in to your Stake account portal.
  2. Open the transaction, activity, orders or reports area.
  3. Select the account or wallet you want to export.
  4. Set the date range.
  5. Export or download the records as a CSV file.

Steps are a guide; exact menu labels may change. Check Stake's current help docs if a label has moved.

Import

How to import it into OpenFolio

  1. Sign in to OpenFolio.
  2. Go to Portfolio, then Shares.
  3. Choose Import trade CSV.
  4. Select Stake.
  5. Upload the file.
  6. Review the parsed preview and confirm the import.

Once imported, OpenFolio turns your Stake data into Australian CGT tax reports and share portfolio tracking.

Other integrations

More platforms in the same category.

MooMoo

Import MooMoo trade history and position exports for share and ETF tracking in AUD.

Webull

Import Webull trade records including filled quantities, prices, fees and currencies.

CommSec

Import CommSec CDIA contract-note style CSV rows for ASX trade tracking.

Browse all supported integrations across brokers, banks, crypto, registries and super funds.

OpenFolio

Turn imported records into a complete portfolio view.

Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.

View demo