How to Create/Edit a Portfolio

In StocksCafe, you can have multiple portfolios to streamline tracking your assets scattered in different places.

Some ideas on how to categorize your portfolios:

  • By brokerage and currency (Tiger SGD, Tiger USD, etc)
  • By type (REITS, etc)
  • By family member

Your imagination is the limit!

Here is a quick video tutorial to show how to create and edit multiple portfolios:

Updated on 11 January 2024

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