StocksCafe

Portfolio (Demo)

5 Sep 2025

4.38

+0.02 (+0.46%)

TWR = loading..., XIRR = loading..., Capital = SGD 197,079.95, Net Worth = SGD 277,443.95

Currency	Current Value	Current P&L (+Div)	Closed P&L (+Div)	Overall P&L (+Div)
SGD	233,026	+160,367.9 (+105.05%)	+16,640.5 (+12.97%)	+177,008.4 (+100.03%)
Total in SGD	233,026	+160,367.9 (+105.05%)	+16,640.5 (+12.97%)	+177,008.4 (+100.03%)

Cash Transactions

Currency	Cash Balance ^?
SGD	44,417.95

Closed Positions

+ Add New Transaction
Beta = loading..., VaR = loading..., Expected Shortfall = loading...

Currency	# Stocks	Current Cost	Current Value	Day Change	Current P&L	Dividends	Current P&L (+Div)
SGD	7	152,662	233,026	+964 (+0.42%)	+80,364 (+52.64%)	+80,003.9 (+52.41%)	+160,367.9 (+105.05%)
Total in SGD	7	152,662 ^?	233,026	+964 (+0.42%)	+80,364 (+52.64%) ^?	+80,003.9 (+52.41%)	+160,367.9 (+105.05%)

Learn more about Current Yield
Learn more about FX handling via these two posts [1, 2]
↑ means that the latest action within 14 days is an increase in position
↓ means that the latest action within 14 days is a decrease in position

Recompute Portfolio

Adjust Portfolio Overview Preferences

Cash Transactions

+ Add New Transaction Beta = loading..., VaR = loading..., Expected Shortfall = loading...

+ Add New Transaction
Beta = loading..., VaR = loading..., Expected Shortfall = loading...