How to Customize Stock Allocation Views
In StocksCafe, there are a few default categories to view the allocation of your stock holdings, namely Sector Industry Stock...
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Tutorials
All available tutorials on how to do certain tasks in StocksCafe.
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How to Handle Dividend Withholding Tax
There are some exchanges that have withholding taxes on dividends, and this is how to handle them in StocksCafe. This... -
How to Handle Stock Splits
Go to this page. For the Symbol fields: Include the exchange prefixExample: Use USX:APPL instead of just AAPL. If there... -
What is Cash Balance and How to Use It
What is Cash Balance for? See how much cash you have in various trading platforms/accounts at a glance You no... -
How to Use StocksCafe to Track Your Net Worth
As an investor, we want a convenient way to calculate and track all our assets as well as have a... -
Quick Guide to Other Assets
There are 3 main tabs for Other Assets: Overview – View all the assets you added or add a new asset Payments –... -
How to Add a New Asset
Click on the asset name to go to the asset page Click on Add new value Fill out all the fields Click... -
How to Add a New Liability
Adding a liability is a little less counter-intuitive than adding an asset, due to the nature of it being open-ended... -
How to Handle Scrip Dividends
Recommended method: Tagging transactions as scrip The result of using this method is that dividends will be recorded as received,... -
How to Override Dividends
Learn how to edit auto-generated dividends All dividends collected are automatically computed, however, this might not be sufficient in some... -
How to Track Singapore Savings Bonds
How to add Singapore Savings Bonds (SSB) in StocksCafe Example: In January 2019, you bought SGD 3,000 of SSB. You... -
How to Track Stashaway in StocksCafe
Learn how to use StocksCafe to track StashAway (and other similar investments) Steps Bonus: Set up your StashAway Portfolio to compare against... -
How to Create Your Own Robo-Advisor, and Track It Too!
This tutorial will share how you can now use PyInvesting together with StocksCafe to create your own robo-advisor and track... -
How to Use the Stock Screener
Creating a screener from scratch Using a publicly-shared screener Loading a saved screener Tip: Any conditions added or removed from... -
How to Enter A Transaction
(If you want to track T-Bills or SSB, go to the respective pages.) All features related to your portfolio is... -
How to Add Stocks to Watchlist
Keep an eye on stocks you are interested in by adding them to a watchlist. Watchlist is available to both... -
Stock Alerts
Set alerts (such as price alerts) for each individual stock which will notify you via email at the end of... -
How to Handle Ticker Changes
What should you do when a ticker changes or is being renamed? For instance, in the case of USX:HMI being... -
How to Handle Reverse Stock Splits / Stock Merge
Note: We highly recommend using auto generated events to help you handle stock splits instead of the following which is... -
How to Track T-Bills in StocksCafe?
All you need to do is create a Buy transaction when your bid is successful and create a Sell transaction...