In StocksCafe, there are a few presets to view the allocation of your stock holdings, namely Sector Industry Stock Exchange Why is This Useful? You can see how diversified (or not) your portfolio is, and make adjustments accordingly. The best part is you can also customize your own view! This…
Learn how to handle stock splits Recommended Approach Simply go to this page Fill in the fields accordingly. Remember to use exchange prefix. Example: Use USX:APPL instead of just AAPL. Done. The above would create two transactions for you. A sell transaction to sell the shares you own before stock…
Learn how to edit auto-generated dividends All dividends collected are automatically computed, however, this might not be sufficient in some cases like the following: Some users might have chosen to purchase stocks instead of taking cash for some dividend payouts Currently, StocksCafe does not handle retail bonds interest/dividends well The…
Learn how StocksCafe can help you track your Net Worth (and see how far you are from financial freedom) As an investor, we want a convenient way to calculate and track all our assets as well as have a way to tell how far off we are from the ultimate…
Learn what Cash Balance is and how to use it What is Cash Balance for? See how much cash you have in various trading platforms/accounts without having to log in to them one by one It tracks the amount of cash you currently have on hand after you buy or…
Learn how to add a liability (e.g. mortgages, car loans, etc) Adding a liability is a little less counter-intuitive than adding an asset, due to the nature of it being open-ended to cater to a wide variety of assets/liabilities. If you have an idea on how to better implement this…
Learn how to add an asset (e.g. stocks in exchanges not yet supported in StocksCafe, property, insurance, etc) Start from this page and fill out the details of the asset Click on the Add button; you will automatically be brought to the Transactions > Add page Fill out the transaction details Click on the Add button; you will…
Have a more complete view of all your assets (and liabilities) There are 3 main tabs for Other Assets: Overview – View all the assets you added or add a new asset Payments – View or add payments you are due to receive (e.g. dividends, rental, etc) Transactions – View or add transactions for…
How to add Singapore Savings Bonds (SSB) in StocksCafe Find out the symbol for the SSB you bought on this page Enter a new transaction with StockCode being SSB:symbol (e.g. SSB:GX19010T) Price = 1 Shares = Amount you bought (e.g. If you bought SGD3,000 then shares = 3000) Example: In January 2019, you bought SGD…
Learn how to use StocksCafe to track StashAway (and other similar investments) Steps Create a new portfolio (e.g. StashAway USD) Set USX Tax Rate to 30 Every month, download the monthly statements (PDF) from StashAway. Copy & paste the “Buy/Sell” transactions and format into CSVTips: Use Google Sheet to help with transforming…