Subscribe to RSS feed
posted on 31 Jul 2020  -  6,738 views
A feature that has been requested by various users is the ability to tag stocks. With that, one would be able to group stocks by their own definitions and a wide variety of possibilities would open up.
One specific application would be to look at what percentage of your portfolio is in various groupings (for example, you can now see what percentage of your portfolio are made up of dividend stocks, etc). You now have the freedom to tag stocks freely and view the distribution of your custom portfolio grouping.
Here is how to do that:
Create your grouping type name (e.g. My Groupings).
this page, click the dropdown box on the top left and select "My Groupings".
3) You should then see 100% as "Unclassified". Click on the "Unclassified" link.
4) You can then edit the "Tag" column for each stock to whatever name you prefer. Each stock can only have one tag. Click on the "Save Changes" button when you are done.
5) Repeat step 2 to see the distribution of your portfolio based on groupings you defined.
Go ahead and try out the feature and I believe it should be pretty straightforward. Also, you can check out the
demo portfolio for visualization. (Note: You need to be logged out or use an incognito window to view the demo account)
As always, feedback is welcome.
Next Article >
< Previous Article
#StudentAccommodation REIT is coming ...
Quick Updates: Screener for US ...
List All Articles
Other articles by evankoh
What to buy next? - Part 2
There exists hundreds of stocks in SGX and deciding what to buy next is not an easy task. In part one of the "What to buy next?" article, I shared a few tools in SGXcafe designed to help me with this problem, including a new screener tool, Screener added to SGXcafe about 3 weeks ago. Screener was met with very positive response and high usage, and I received comments on how useful it was and requests ...
Introducing the New Wall
As mentioned in the first article of 2017, one of SGXcafe's focus is to improve mobile engagement. So here we are, with our first baby step. I was never a fan of how SGXcafe's home page was as it did not allow users to easily catch up on the latest happenings since their last visit, and the format was not mobile-friendly. Hence we are introducing a Wall that is inspired by Facebook's feed where all ...
Important Changes to StocksCafe for 2018!
2017 is coming to an end, and I hope this has been a good year for you and your investments. This year, StocksCafe continued to enjoy great support from users. More than 300 users have contributed, either monetarily, reporting errors, or suggesting improvements. Unfortunately, as it is costly to license financial data, StocksCafe will very likely end this year in the red again despite the support. ...