When there are several transactions made for the same stock, StocksCafe uses Weighted Average for computation (read about the different methods here). StocksCafe chose Weighted Average for a few reasons: You can then average up or average down. Averaging is the simplest to understand in all scenarios. It is what…
We commonly get questions on why the Current P&L is not as expected (especially when foreign currencies are involved), and this page explains how StocksCafe calculates your Current P&L. Here is an example portfolio (find your own here): The common (but incorrect) way of calculating Current P&L (Total in SGD)…
The main focus of this page is to understand how the terms are used in StocksCafe. Definitions are extremely simplified so as to make explanations easier. For a detailed explanation of what investment terms mean, there are many resources out there, some of which we will link below. Time-Weighted Rate…