Subscribe to RSS feed Frequently Asked Questions

Updated: 17 May 2017 By evankoh posted on 2 Jun 2016  -  13,023 views


I regularly receive questions related to StocksCafe and often the same questions are asked over and over again, hence I think it is time to consolidate them in one place. This article will serve as a placeholder for FAQ and I will update this article as I receive more questions.


While I constantly add new features to StocksCafe, they will be centered around two themes: Helping you manage your portfolio better and assisting you in making better investment decisions. Read here for more information. Here is an article that lists all the features in StocksCafe.


This is what I would do:
1. Sell the stock (under the old stock code) at cost
2. Buy back the stock (under the new stock code) at the same total cost

Example: You previously brought 10 shares of company A at SGD 2 each, and it does a 1-to-2 stock split. You should:
1. Enter a sell transaction for 10 shares of that stock at SGD 2 each under the old stock code
2. Enter a buy transaction of 20 shares of company A at SGD 1 each under the new stock code

I understand that this can be annoying but since I do not have accurate stock split data, it is not possible to automate this.


You can simply enter a buy transaction at price SGD 0 and maybe add a note to yourself for clarity.
Although StocksCafe will give you a warning by visually highlighting the price in red, it is fine to ignore it. It is there just in case you have made a mistake in entering the price.
Also, you should remove the dividend collected from here using the remove link to prevent double counting.


Please ensure that you whitelisted stocks.cafe with your email provider (i.e. Gmail, Yahoo Mail, Hotmail, etc) so that it doesn't accidentally end up in the spam folder. Also, in your email preferences under Market Updates, check that you have selected either Daily or Weekly for Email Frequency.


This is likely because you had previously closed some positions on that stock and the dividends for closed positions are recorded in "Closed Positions" page.


The average price is simply total cost / total shares you own for that particular stock. However, it can be a little confusing if you buy then sell some then buy more. Let me give a short example to illustrate.

a) You buy 1000 share of stock A for total SGD1000 including transaction costs. Here, average price will simply be SGD1.
b) Then you sell the 900 shares of stock A for some amount. The amount is not important since we are talking about average price. Average price here will still be SGD1 and so the total cost for that 100 shares will be SGD100.
c) Finally, you buy 100 shares of stock A for SGD200 including transaction costs. Now, total cost is SGD300 for 200 shares. Hence, average price will be SGD1.5






Find it here: Definitions of metrics


Please visit this blog to search for its previous and current name.


StocksCafe was created originally as a personal project to help me manage my personal portfolio and make better investment decisions.
I decided to share it because it grew to something which I believe many others can benefit from.


It is my intention to freely share knowledge right from the start. And I will do my very best to keep it free, but we all know that nothing is truly free and someone has to bear the costs in one form or another. For now, it is dependent on advertising and donations but mostly my own savings. I am hoping that in the near future, advertising can cover 100% of the operating costs, or I might have to look for alternatives. The bulk of StocksCafe costs come from the licensing fees; please read this article if you'd like to understand more.


Feel free to send me a message. I will be happy to answer your questions.


Happy investing!


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12 comments

liuktmax - hi how to delete a stock from my portfolio that i sold. thanks
22 Oct 2016 17:22:42

evankoh - Hi,

To delete a stock that you have sold. You can simply add a "Sell" transaction that stated how much and which stock you have sold.

Cheers,
Evan
22 Oct 2016 19:35:36

liuktmax - thanks
25 Oct 2016 19:11:42

hweisze74 - Hi when is the timeframe to buy the shares for entitlement of its dividend? eg 7 days before the payout of its dividend?
20 Mar 2017 14:20:55

evankoh - "when is the timeframe to buy the shares for entitlement of its dividend?" => Never really did any analysis yet on such timeframe but would be interesting to do.
20 Mar 2017 20:24:38

daphneyu83 - @hweisze74 I am not sure whether you meant the ex-dividend date for the shares. The share must be in your CPD or custodian account before ex-dividend date.
21 Apr 2017 11:53:40

evankoh - @hweisze74, opps. Apparently, I misunderstood the question. I read it as when is the optimal time to buy shares for its dividends :(

@daphneyu83, thanks :)
21 Apr 2017 13:20:51

leverage - Hi Evan, I'm having problems with my portfolio summary, website seem to only show random few days of summary instead of daily summary. On my email, some days i receive email with portfolio summary, some days i receive email with no portfolio summary inside. Can let me know if any solutions to this? Thank you!
9 Jun 2017 19:02:15

evankoh - @leverage, will pm you
9 Jun 2017 21:31:17

magicianred - Hi Evan, I love what you do with stocks.cafe. Any chance to include London LSE data? IWDA/VWRD are pretty popular in the hardwarezone forum :)

- Sam
3 Jul 2017 22:43:46

evankoh - Hi Sam,

Yes, in the long run, I would love to include all major exchanges if not all exchanges. However, I expect London to be perhaps another 1 year or so at least.

Cheers,
Evan
3 Jul 2017 23:35:44

alexk60 - Hi Evan,
Many thanks for a very useful product. It really makes it easy for us to monitor our portfolios across multiple brokerages, CDP and SRS from one place.

I have a request for a feature - whether there can be a export function for the transactions that we had entered into the Stocks.Cafe. I want to be able to export these into a spreadsheet for my own records and analysis. Currently, I copy and paste (but this is tiresome as each screen is only 10 transactions).

Another suggestion is that the "remove" function for transactions should have a confirmation button so that we don't accidentally delete the transaction (happened to me using the mobile version). This should be made for all those functions that affect the underlying data.

Once again, let me extend my appreciation for a very useful product.

Alex
25 Jul 2017 19:57:40



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