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HK Stocks

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• Crypto
• HK Stocks
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• Custom Assets

Definitions

Net Worth ^? = Total Portfolio (on this page) + Total Other Assets (on this page)

Financial Freedom Index (%) ^? = Passive Income / Annual Expenses
Passive Income = "Dividends projected (for next 12 months)" + "Upcoming payments (for next 12 months)"
Annual Expenses = Based on your settings under "Financial Freedom Index". It is defaulted to SGD 60,000.

Received Income = Due/Paid Payments + Realized P&L (i.e. Closed Positions & Closed Other Assets) + Dividend Collected
Upcoming Payments = Upcoming Payments
Estimated Dividends = Announced Dividends (till end of the year) + Projected Dividends (till end of the year)
Total Income (for the year) = Received Income + Upcoming Payments + Estimated Dividends

YoY % of Total Income = (Total Income of this year) / (Total Income of last year) - 1