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 Improved Portfolio Reporting

By evankoh posted on 3 Jul 2016  -  6,055 views


One of the main goals of SGXcafe is providing a portfolio management tool. It is also one of the most popular features in SGXcafe. When I added the ability for one account to have multiple portfolios, it was quickly adopted and used by hundreds of users.

However, at that time, you could not look at individual portfolio for the portfolio reporting tab and a few users requested to have this feature added. I am happy to share that now you will be able to view reports of individual portfolios.

Furthermore, SGXcafe will now display the warnings that occur during the generation of reports. For now, there are two types of warnings:
1) end of day data not found for stocks you entered, as this would adversely affect the computation of portfolio values
2) when you try to sell stocks that you do not own

Hopefully, these additions will make SGXcafe better in helping you manage your portfolio. Do continue to share with me how I can make SGXcafe better for you.

Happy investing!


Like
11 likes
1 comments

dameanddime - thank you :D
4 Jul 2016 13:01:20



Next Article > < Previous Article
What Can StocksCafe Do For You? Why and How I Use Dividend Strength



List All Articles Other articles by evankoh

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 ...

Stock of The Day
One of the most highly voted feature now in Friends of SGXcafe is "Stock of The Day". The idea is to feature a stock every trading day based on some criteria. At the moment, I have come up with five criteria to select the stock of the day. 1) Significant Increase in Visitors - The number of visitors viewing a stock's page significantly increased in the last three days compared to the previous three ...

Win Free Tickets to BigFatPurse Investor Conference 2016
Each year, BigFatPurse organises a gathering for investors to check on their current year's performance and to get new investing ideas for the upcoming year. It used to be opened only to their members. As more people heard about their gathering, they received more requests to open it up to the public. And this year, they have finally opened it. With a star-studded speaker line up made up of fund managers ...