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)…
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 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 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…
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…
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…