The Best Stake Portfolio Tracker: 50+ Features Beyond Stake's Built-In Tools
Your money stays at Stake. Stock Unlock adds the analytics layer for smarter portfolio decisions.
No credit card required. Works with UK and Australian Stake accounts.
Stake Platform Frustrations Are Real
According to discussions on Reddit, Trustpilot, and investor forums, these limitations have been reported repeatedly. If any sound familiar, you're not alone.
Limited portfolio analytics
Stake's app shows basic holdings and gains, but lacks advanced analytics. No risk metrics, no diversification breakdowns, no Stock Scores. If you want to understand your portfolio beyond simple profit/loss, you're on your own.
Multi-currency portfolio analysis can be hard to centralize
Investors holding assets across currencies often want one analytics view for returns, allocation, and income across accounts. Stock Unlock helps centralize that portfolio analysis workflow.
Limited research tools
Stake provides basic company information, but no DCF calculators, no deep fundamental analysis, and no Stock Scores. If you want to research a stock properly before buying, you need to leave the platform entirely.
Income reinvestment planning often needs extra tooling
Income reinvestment workflows vary by brokerage and account setup. Many investors still use a separate analytics layer to track projected dividend cash flow and reinvestment decisions across accounts.
Keep Stake. Upgrade Your Investment Workflow.
Trade and custody stay at Stake. Stock Unlock adds portfolio health, dividend forecasting, and investment discovery in one place.
Stake handles brokerage execution
- Orders, fills, custody, and cash movement remain at Stake.
- You keep your existing Stake account workflows.
- Stock Unlock is not a brokerage.
Stock Unlock handles portfolio intelligence
- Portfolio health diagnostics and Stock Scores across holdings.
- Dividend forecasting with forward income visibility.
- Investment discovery with powerful screening workflows.
Stock Unlock vs Stake
See What You Get
Real product screenshots, not mock-ups. What you see is what you get.
Dividend Income: Past, Present, Future
Stake shows basic dividend data. We show you the complete picture: 12 months of projections, past payment history, growth trends, and sustainability analysis.
- 12-month forward projections by month
- 35+ years of dividend history per stock
- Dividend growth trends year-over-year
- All-time dividend payout history chart
- Payout ratio and sustainability scores
- And more in the live demo →
True Performance Tracking
Stake's native platform offers basic portfolio views. We give everyone professional-grade performance tracking during your 15-day trial. See how your portfolio actually performed, accounting for the timing of your deposits and withdrawals.
- Time-weighted return (compare against benchmarks fairly)
- Money-weighted return (see your actual dollar gains)
- Returns with and without dividends reinvested
- And more in the live demo →
Portfolio Health at a Glance
Most imported holdings in your Stake account get a Stock Score: visual indicators across 7 categories. Spot overvalued stocks, dividend risks, and quality issues before they become problems.
- Valuation, Profitability, Financial Health, Growth
- Dividends, Management, Analyst consensus
- Green is good, red means look closer
- And more in the live demo →
Every Portfolio Feature You Need
50+ portfolio features across 6 tabs. Here's what's included.
AI Portfolio Analysis
LLM-generated analysis of your portfolio with investment insights and recommendations.
Events Calendar
Earnings releases, dividend payments, ex-dividend dates, SEC filings, your transactions.
Combined Portfolio View
Merge multiple portfolios into one unified view. See total net worth across your linked accounts.
Copy & Test Scenarios
Duplicate portfolios and make edits to test different investment scenarios.
Sample Portfolios
Create demo portfolios with historical transactions to backtest strategies.
Portfolio Wrapped
Annual year-in-review with your best performers, trading stats, and highlights.
6 Diversification Views
Asset, industry, country, currency, exchange, and market cap breakdowns.
25+ Table Columns
Configurable position table with mini charts, scores, gains, and 12+ financial metrics.
Portfolio Metrics Widget
Weighted averages for P/E, dividend yield, ROE, margins, and more.
Insider Trading Activity
See when executives buy or sell shares in companies you own.
Position Notes
Add notes to any position. Remember why you bought and your thesis.
Multi-Currency Support
Track positions in different currencies with automatic conversion.
Track Your Stake Portfolio on Mobile
Unlike Stake's native app, Stock Unlock offers comprehensive portfolio analytics. Check your portfolio, dividend income, and Stock Scores from your phone. Native apps for iOS and Android with full feature parity.
Mobile app - Portfolio
How It Works (And What It Costs)
Unlike most platforms that make you pay before connecting, we let you try everything first.
Create a free account
Sign up with your email. No credit card required. You immediately get access to our free tier: watchlists, limited stock analysis, and manual portfolio tracking.
Connect Stake for free
Click "Connect Brokerage" and select Stake. You'll authenticate securely via SnapTrade. Your credentials never touch our servers. This is free to do.
Get 15 days of automatic syncing
Your holdings, transactions, and dividends sync automatically for 15 days. Full access to all features. See exactly what you'd get as a paying subscriber.
Your data stays with you forever
After 15 days, automatic syncing pauses, but your portfolio data stays. You can continue tracking manually for free, or upgrade to Pro ($9/month) to keep auto-sync running.
Why We Do It This Way
Most portfolio trackers want your credit card before you connect a brokerage. We're confident enough in our product that we flip that model. Connect first, see the value, then decide if it's worth $9/month to you. We have a 30-day money-back guarantee too.
"I use Stake for US stocks, and Stock Unlock helps me see my super, CommSec, and Stake holdings in one place with stronger portfolio analytics."- Stake investor & Stock Unlock user
Secure, Read-Only Access
Stock Unlock connects to Stake through SnapTrade, a financial data aggregator trusted by investment platforms worldwide.
Credentials never touch our servers
You authenticate through SnapTrade's secure flow. We only receive read-only connection access needed for portfolio data.
We can't trade or move money
Stock Unlock can only view your holdings and transactions. We cannot execute trades or transfer funds.
Disconnect anytime
Revoke access from your Stock Unlock settings or directly from Stake's third-party permissions.
Full transaction history
Compared with some aggregator connections that may limit history windows, SnapTrade is designed to provide deeper historical imports for Stake account connections.
Frequently Asked Questions
Does Stock Unlock work with my Stake accounts?
Is it safe to connect my Stake account?
What's free vs. paid?
Can I track Stake alongside other brokerages?
How often does my Stake portfolio sync?
Is Stock Unlock a brokerage?
Can I disconnect my Stake account later?
What if I don't want to connect my brokerage?
Can Stock Unlock show my Stake holdings alongside my superannuation and other brokerages?
Also Have Accounts at Other Brokerages?
Stock Unlock connects to 30+ brokerages. Track everything in one place.
Ready to Get More From Your Stake Portfolio?
Join thousands of investors using Stock Unlock to track performance, forecast dividends, and make better decisions. Connect Stake free. Keep your data forever.
Connect Stake FreeNo credit card required. 30-day money-back guarantee on paid plans.