How to track your Stake portfolio and report CGT

Stake has become one of Australia's most popular brokers for ASX and US shares — but managing CGT across Australian and international holdings gets complicated fast. Currency conversions, foreign income, and multiple purchase parcels all need to be tracked accurately for the ATO.

Navexa imports your Stake trades and gives you:

• Automatic currency conversion — USD trades converted to AUD at the correct historical rate for CGT purposes
• Real-time CGT position — know what you owe across both your ASX and US holdings
• Manual parcel selection — choose exactly which Stake shares to sell to minimise your CGT bill
• ATO MyTax autofill — your capital gains, foreign income, and currency gains, pre-formatted for your tax return
• Full portfolio view — Stake holdings alongside any other broker or asset class

Navexa supports two ways to import your Stake trades: forward your Stake contract note emails to Navexa for automatic parsing, or upload a CSV export from your Stake account.

At tax time, Navexa generates:

• A capital gains report broken down by parcel and asset — including currency gains on US shares
• An income report covering dividends, including foreign-sourced income
• An ATO MyTax-ready summary you can copy directly into your tax return

If you hold both ASX and US shares on Stake, Navexa handles the currency conversion automatically — no manual AUD/USD calculations required.

Stake investors with both ASX and US holdings face a unique CGT challenge: you're not just tracking capital gains on the shares themselves, but also currency gains when you convert USD proceeds back to AUD. These currency movements can significantly impact your tax bill.

Navexa tracks both layers automatically and lets you use manual parcel selection to choose exactly which shares to sell — helping you maximise the 50% CGT discount on long-held parcels while accounting for currency effects.