• How to Add Stocks to Watchlist and Create Alerts

    Background : Keep an eye on stocks you are interested in by adding them to a watchlist. You can also set alerts for each individual stock which will notify you via email when triggered. Watchlist is available to both Friends of StocksCafe as well as the free tier (max 30 for…

  • How to Handle Scrip Dividends

    Learn how to account for scrip dividends, bonus shares, rights issues, etc StocksCafe lets you tag transactions that are scrip dividends so that you can clearly track which dividends you have chosen to take as shares instead of cash. You can also see how much dividends you have reinvested yearly….

  • How to Create a Portfolio

    Learn how to create a portfolio and add transactions to it There is a portfolio function in StocksCafe and a user can create multiple portfolios. The creation of multiple portfolios allows you to track its individual performance and also look at the collective performance of all the portfolios as a…

  • How to Handle Dividends Withholding Tax

    Learn how to key in dividends withholding tax for exchanges and how to override it for individual stocks There are some exchanges that has witholding taxes on dividends, and this is how to handle them in StocksCafe. This tutorial will also cover stocks on these exchanges that have different tax…

  • All Features in StocksCafe

    A list of all the features in StocksCafe This page documents all the features in StocksCafe, and is divided into 4 main categories: Management Discovery Monitoring Others Hopefully this will help you find something or maybe even discover something new. Please feel free to send a message if there is anything missing…

  • How to Enter My First Transaction

    Learn how to record your first transaction All features related to your portfolio is based on transactions you entered. Once you enter your transactions, StocksCafe will perform a wide variety of computations for you, ranging from your performance such as P&L, time-weighted, XIRR, to dividends collected and dividends expected to…

  • Recommended Reads for New Users

    Over the years, many articles have been written. The following are a compilation of recommended articles for new users of StocksCafe. History of StocksCafe March 2015: The humble beginning April 2016: The hurdle March 2018: Light at the end of tunnel Features that might be of interest Handling scrip dividends Regular export of…

  • 8 StocksCafe Features All Users Should Know

    StocksCafe has a wealth of tools available to assist investors and here are the 8 basic ones that every user should know about. 1. Portfolio Management (link) Chances are you already know this one, and it might even be the reason you joined StocksCafe for. Still, it bears highlighting! Easily manage…

  • How to Best Use StocksCafe

    What can StocksCafe do for you and how to best use StocksCafe There are three main themes to StocksCafe: Management, Discovery, and Monitoring. Management Having the ability to manage your portfolio is essential to anyone who invests. Management tools focus on helping you manage and understand your portfolio. One popular feature is the…