Close for now Do you hold SG, US, HK or MY stocks? How are you tracking them now?
View our Demo portfolio to learn how StocksCafe will do it for you intelligently!
Sign up for free now!

Subscribe to RSS feed Quick Updates: Improved Portfolio Report & Dashboard

By evankoh posted on 6 May 2019  -  3,193 views

Last week, I spent some time improving Stock Screener. This week, I took time to focus on Portfolio Report & My Dashboard.

Apart from various tweaks here and there, I would like to bring your attention to two updates:

1) Customize Baseline: Previously, the performance of portfolios were compared against SGX:ES3 as the baseline. Now, you can customize and set the baseline to be any stock supported by StocksCafe. In addition, based on feedback I received, I have also made it such that you can even set a different baseline for different portfolios. Go set them up and see how each of your portfolios fare against their respective baselines!

2) Annual Income: I wanted a more compete overview of my personal finance, so I added another graph in My Dashboard which will show the annual income. My recommendation for using this is: Create a new asset and name it Me, then add in your annual salary on 31 Dec every year. You will then be able to see how your total annual income (Stocks + Other Assets) changes over time!

What do you think of these changes and additions? Let me know if you have any suggestions to make them better!

Happy investing!


alexa - In my opinion, income should include
- Dividends received
- Profit/loss from closed positions
- Salary etc income
- Profit/loss from other investments

I don't expect to see the changes in the "market value of my portfolio" as income until I sell/realize the profit or loss.

I am just an engineer... I might be wrong LOL
6 May 2019 17:29:29

harold - Can there be multiple baseline in the report?
6 May 2019 17:33:00

evankoh - "Can there be multiple baseline in the report?" => Technically possible but troublesome to change at this point. Also, visually, might be hard to display/align.

I don't expect to see the changes in the "market value of my portfolio" as income until I sell/realize the profit or loss. => This is actually a good point. Maybe I should remove Unrealized P&L. What do others think?
6 May 2019 18:15:22

bobtravs - Yep, capital gains/losses should not be treated as income.
6 May 2019 22:22:02

evankoh - Done. Removed unrealized P&L.
7 May 2019 06:06:53

alexa - It might be useful to show "how much of my income I have invested" in that year. It can be shown in a clustered bar chart (if it is not too painful technically)
7 May 2019 10:01:32

evankoh - Invested means the cost to obtain the income?
7 May 2019 16:32:27

alexa - Apologies for the incorrect graph at imgur.
For example my income is 80 K. I have invested 30 K. Spent the remaining 50K. The bar will have 2 colours. 50K + 30K stacked. Total will be 80K. That graph will show our savings vs income per year.
7 May 2019 19:07:22

evankoh - Hmm.. Do not understand. "Spent the remaining 50K." => How would SC know this? :)
7 May 2019 20:06:09

alexa - SC knows the income and invested amount. What happens to the remaining money? Goes under the pillow? :)
7 May 2019 21:45:54

evankoh - lol. Well.. More precisely, the remaining is non-invested/non-accounted money, people can do many things with that money including putting them under the pillow and hide them from SC :)

Anyway, would you like to consolidate the discussion into a feature request?
8 May 2019 06:44:39

ntanjh - thanks evan! could i check if there is a feature to show the watchlist: individual shares against my price alert level?
8 May 2019 15:14:17

evankoh - Not that I remember. Would you like to create a feature request for that? Also, I am not sure what is the best way to do this within the current framework.
8 May 2019 21:32:37

nakup777 - ad Customize Baseline: great, thanks, I've been waiting for this.
9 May 2019 02:00:37

Next Article > < Previous Article
Scrip Dividends Quick Updates: Improved Screener

List All Articles Other articles by evankoh

Quick Announcement: You can now change your portfolio name!
Among the numerous minor improvements in StocksCafe, I think the following will be one of interest to many. Every user using StocksCafe would have a portfolio named "Default". To some, this has been unwanted and they would like to have it renamed or deleted. The main reason why I have not allowed this so far is simply because StocksCafe was built upon the assumption that a user would always have at ...

More Updates: Dividends Override Bug and More Dividends-Related Improvements
Dividends Override was introduced to SGXcafe during the time when one account can hold only one portfolio. Soon after, I introduced the support for Multiple Portfolios in SGXcafe. However, Dividends Override was not updated to support Multiple Portfolios. This mistake potentially caused some mistakes in computing the total dividends you have collected if you happen to hold the same stock in different ...

Scrip Dividends
Some companies/stocks regularly give the option to receive dividends as either cash or shares. Often, to encourage investors to choose shares, they would even offer them at a discounted price to the currently traded price. All along, StocksCafe has always assumed that users would choose cash because it is easy to implement and in my opinion, that is what happens even if you chose shares. You received ...