The Stake research gap
Stake removed the friction of accessing US markets from Australia. What it does not bundle: six specialist lenses simultaneously analysing the same ETFs from independent frameworks, with PRIME synthesis mapping where the story is stable versus contested — plus the AUD/USD and macro context that matters when your returns are denominated in USD but your living costs are in AUD.
- When you buy US ETFs via Stake, you take AUD/USD currency exposure alongside equity beta — HELIOS (monetary policy) covers the Fed and rate conditions that often drive both simultaneously.
- Australian investors building SMSF-eligible US ETF portfolios benefit from structured documentation: Cognitor's weekly research trail supports the "investment strategy" requirements under the SIS Act, as general educational content for trustee consideration.
- Franking credits do not apply to US-listed ETFs held via Stake — but CGT event and cost-base management decisions are informed by understanding the macro and valuation context Cognitor provides.
ETFs in the Cognitor universe
The fixed universe is ~40 curated US-listed ETFs—not the whole market. Each weekly dossier focuses on the subset selected for that week's scenario (deep research with theses, validations, and invalidations). The Panel still grounds the process in the full universe scan. Below are examples Stake investors often hold or can map from their menu; each card opens that ticker's overview page. Inclusion is informational, not a buy or sell recommendation.
Stake investors hold US-listed ETFs priced in USD. AUD/USD movement adds a second layer of return or loss. HELIOS (monetary policy) and VEGA (emerging markets + FX) are especially relevant for understanding the macro conditions that drive USD strength and the cross-asset context for Australian portfolios.
How it fits your workflow
- Step 1 — Read Cognitor's Friday dossier for the US-listed tickers you hold on Stake.
- Step 2 — Note where SENIOR verdicts split — that documented divergence is valuable for personal investment journals and SMSF trustee minutes.
- Step 3 — Execute on Stake when your own investment policy says so; Cognitor never routes orders.
Start free. Upgrade when it matters.
Free tier follows the same cadence with delays; Pro unlocks same-week dossiers, briefings, and Mon–Thu daily podcasts. About AU$ 5.95/month with the current offer after a 7-day trial.
At checkout, Stripe shows the exact amount and currency for your billing country — no surprises.
Common questions
Australian investors: how Cognitor complements Stake without custody or order flow.



