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Funding & Withdrawal
Funding
Adding and updating funding cards
Payment card errors
Transferring funds between Wall St and AUS
Funding timeframes
Funding mistakes
Funding fees
Maximum funding amounts
Unsupported funding methods
Direct USD deposits and withdrawals
Adding funds using debit or credit card
Adding funds using Google or Apple Pay
Investing & Trading
Order types and execution
Trade confirmations
Fractional shares
Expiry instructions
Wall St trade settlement timeframes
Wall St brokerage fees
Wall St extended hours orders
Order types
Stake AUS limit orders
Stake AUS market orders
Stake AUS stop orders
Stake AUS trade settlement timeframes
Stake AUS brokerage fee
Buying and selling shares
Order types
Amending and cancelling orders
Trading hours and market calendars
Order rejections and halts
Dividends, corporate actions and share splits
Stock split
Share purchase plans
Wall St dividend payments
Wall St stakeholder voting
Wall St delisting of securities
Stake AUS dividend payments
Stake AUS dividend variances
Stake AUS shareholder voting
Stake AUS delisting of securities
Stake AUS rights issues
Dividend reinvestment plans
Corporate actions
Changes in share quantity
Placeholder ticker
Consideration types
Instruments
Markets and rules
Wall St general regulatory requirements
Wall St pre-trade filters
Wall St regulatory fees
Stake AUS general regulatory requirements
Stake AUS pre-trade filters
Stake AUS minimum and maximum trade amounts
Cboe
Wall St pattern day trading
Market integrity: things to consider before placing orders
Wall St day trade counter
Wall St day trade calls
Portfolio Transfers
Rewards
Portfolio Transfer Reward
Referral Reward
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Stake Super
Setting up your SMSF
Super Transfer
Investing with your SMSF
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Insurance
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Tax
Documentation & Reporting
About Stake Super
Stake Accumulate
About the Stake Accumulate Fund
Investing & managing your investment
Performance updates & statements
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About Stake
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Performance calculation
We know it’s important to see how your investments are performing. The figures in your performance chart are designed to give you a helpful idea of your portfolio’s journey over time.
How we calculate your total return
Your performance chart provides a complete picture of your investment decisions by tracking your total return in each period (for Wall St and Aus separately). This sums up:
Unrealised gains/losses: The change in value of the investments you currently hold
Realised gains/losses: The profit or loss from the investments you have already sold
Please note: This performance only reflects the money you have invested. It does not include any cash sitting in your buying power (uninvested funds).
Calculating your percentage return
The percentage return you see is a simple calculation to show how much your investments have changed. You can think of this as the return on the capital you’ve invested during the period.
We use the following formula:
Dollar return = Current equity – Starting equity – Net investments
Percentage return = Dollar return ÷ (Starting equity + new investments) × 100
Example:
| Amount | |
|---|---|
| Starting equity | $1,000 |
| Current equity | $1,700 |
| Net investments in period | +$500 |
| Dollar return | $1,700 – $1,000 – $500 = +$200 |
| Percentage return | 200 ÷ (1,000 + 500) × 100 = +13.33% |
Performance charts 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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