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Performance chart troubleshooting

How do share transfers into or out of Stake impact my performance?

We aim to ensure transfers are accurately reflected in your performance:

Standard treatment: When shares are transferred into or out of your Stake account, we include them in your performance calculations, similar to how we treat a buy or sell.

How we price it: We’ll first try to use the specific transfer price provided. If that isn't available, we use the official market price of the stock on the day the transfer was completed.

Data gaps: If an older transfer doesn't have any associated price data, you may see an immediate jump (gain) or drop (loss) in your reported performance.

What doesn't change: Manually adjusting your average buy price will update your current holding cost, but it won’t change the look of your historical performance chart.

 

What happens to my performance chart when a company I own undergoes a major change, like a merger or share buy-back (a 'corporate action')?

When a corporate action causes a stock to be added to or removed from your portfolio, we aim to treat it just like a normal buy or sell.

This means we'll aim to assign a value to the addition/removal of shares, so that the corporate action itself doesn't look like a sudden gain or loss on your chart.

Sometimes, due to the complexity and timing of certain corporate actions, we might not receive all the required historical price data associated with them. This may cause an immediate jump (gain) or drop (loss) in your reported performance.

 

Why doesn’t this performance match my own numbers?

The performance figure you see might be different from what you calculated yourself because of a few key things we include and exclude, as detailed here.

If you've checked and still believe there’s an error with the calculation, please reach out to our support team via Feedback > Features > Performance chart in this form so we can investigate your specific account details and help clarify your performance.

The accuracy of the data in your performance chart is not guaranteed, as there may be gaps in data from our providers or from corporate actions and share transfers.

 

Why can’t I find my performance chart?

Performance chart is in beta, so you might not see it just yet. We’re gathering feedback from a restricted number of customers to refine the experience before the wider launch.

 

 

Performance chart is in Beta, with access rolling out gradually as we fine-tune the experience.

Your performance chart is for general information only. It shouldn’t be the sole basis for your investment decisions. Values may vary over time, and your actual returns may differ from those shown. Past performance is not a reliable indicator of future performance.


 


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Stakeshop Pty Ltd, trading as Stake, ACN 610 105 505, is an authorised representative (Authorised Representative No. 1241398) of Stakeshop AFSL Pty Ltd (Australian Financial Services Licence no. 548196). Stake SMSF Pty Ltd ACN 648 283 532 (‘Stake Super’) is not licensed to provide financial product advice under the Corporations Act. This specifically applies to any financial products which are established if you instruct Stake Super to set up a self managed super fund (‘SMSF’). When you sign up to Stake Super, you are contracting with Stake SMSF Pty Ltd who will assist in the establishment of a SMSF under a ‘no advice model’. You will also be referred to Stakeshop Pty Ltd to enable your trading account and bank account to be set up in order to use the Stake Website and/or App. For more information about SMSFs, see our SMSF Risks page. The Stake Accumulate Fund (ARSN 680 653 374) is issued by K2 Asset Management Ltd (ABN 95 085 445 094 AFSL 244 393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782). The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake and Stake Super, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice given by Stake is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Financial Services GuideTerms & ConditionsPrivacy Policy and Disclaimers before deciding to invest on or use Stake or Stake Super. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions. All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake and Stake Super are registered trademarks in Australia.

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