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

By evankoh posted on 6 May 2019  -  6,241 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!


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14 comments

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)
https://imgur.com/a/UPSkY4s
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



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