Importing data

How to export your Stake CSV and import it into OpenFolio

Import Stake trade CSV exports for US share and ETF portfolio tracking. Follow the export and import steps for OpenFolio.

By OpenFolio Support

Use this guide to export your Stake records and bring them into OpenFolio. These steps reuse the current OpenFolio integration instructions so the guide stays aligned with the supported importer.

Export 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.

Import 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.

Before confirming the import, review the parsed preview carefully. Check dates, tickers, quantities, prices, currencies and fees so your holdings and tax records start from clean source data.

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Import MooMoo trade history and position exports for share and ETF tracking in AUD. Follow the export and import steps for OpenFolio.

How to export your Webull CSV and import it into OpenFolio

Import Webull trade records including filled quantities, prices, fees and currencies. Follow the export and import steps for OpenFolio.

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