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 Annualized Dividends and P&L For Your Portfolio

By evankoh posted on 18 Jul 2016  -  5,458 views


Many features that you see in SGXcafe are requests made by users. I appreciate feedback and feature requests from users, and do my best to make it happen whenever possible. Therefore, if there is any feature that you wish to see in SGXcafe, feel free to let me know!

This weekend, I spent some time working on adding new columns (e.g. annualized dividends % and annualized P&L %) to current portfolio and closed positions, as requested by users.

The new columns tell you how much dividends and P&L you have made from a particular stock or transaction on an annualized basis. I believe it would be useful in at least two situations:

1) For stocks that you have held for numerous years, you will be able to see the annualized dividends % and annualized P&L % that they are generating for you.

2) Having annualized dividends % and annualized P&L % would also allow you to compare various stocks that you might have held for different amounts of time more fairly.

Some users might be overwhelmed by the increasing number of columns in the current portfolio. Please remember that you can always easily personalize the columns displayed here.

I would love to hear how this new information helps you in your investment journey.

Happy investing!


Like
6 likes
2 comments

rolanto - Hi, is it possible to add a summation of total dividends collected over the years? under your dividend tab, it shows dividend collected per year. It will be good, it shows the total amount as well.

thankyou
18 Jul 2016 12:45:21

evankoh - Done :)
18 Jul 2016 17:08:03



Next Article > < Previous Article
Download SGXcafe iOS App Now! Improved Screener and Other Updates



List All Articles Other articles by evankoh

Quick Features' Update: Multiple Portfolio in Emails, New Portfolio Profile Page, and more
I had some time this weekend and managed to finish up a few user requests, and would like to share them: 1) Individual Portfolio in Daily Market Update Emails Now you can opt to view the performance of each portfolio you own by simply going to this page and checking the "Individual Portfolio - Information about each portfolio you own" box. You will see the performance of your individual portfolios ...

Updates: Visualization, Watchlist Limit, and Renamed Stocks
A quick update on a few tweaks around SGXcafe. One of the top feature requests recently in SGXcafe is having more visualization. Specifically, the ability to see at a glance how much dividends you receive monthly (against other years) historically and pie charts to see your portfolio's breakdown by sector, industry and companies. Feel free to suggest more if there is other information you'd like to ...

Introducing Technical Charts to SGXcafe
I have been interested in learning and integrating various approaches, namely fundamental analysis, technical analysis, portfolio management and machine learning to help myself make better investments/trades. This is the one of the reasons why SGXcafe exists. Recently, I started learning more about technical analysis through a book titled, Come into my Trading Room. I am thankful to Azrael for introducing ...