StocksCafe

Portfolio (Demo)

3 Sep 2026

5.825

+0.015 (+0.26%)

TWR = loading..., XIRR = loading..., Capital = SGD 211,318.38, Net Worth = SGD 368,908.06

Currency	Current Value	Current P&L (+Div)	Closed P&L (+Div)	Overall P&L (+Div)
SGD	309,784 (98.1%)	+250,385.5 (+164.01%)	+16,640.5 (+12.97%)	+267,026 (+150.90%)
USD	4,799.05 (1.9%)	+599.05 (+14.26%)	0.0 (0.0%)	+599.05 (+14.26%)
Total in SGD	315,882.6	+250,853.18 (+158.47%)	+16,640.5 (+12.97%)	+267,493.68 (+146.51%)

Cash Transactions

Currency	Cash Balance ^?
SGD	45,638.95 ^?
USD	5,800.00 ^?
Total in SGD	53,025.46

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 (96.6%)	309,784 (98.1%)	-278 (-0.09%)	+157,122 (+102.92%)	+93,263.5 (+61.09%)	+250,385.5 (+164.01%)
USD	1	4,200 (3.4%)	4,799.05 (1.9%)	+17.49 (+0.37%)	+599.05 (+14.26%)	0.0 (0.0%)	+599.05 (+14.26%)
Total in SGD	8	158,292.92 ^?	315,882.6	-255.78 (-0.08%)	+157,589.68 (+99.56%) ^?	+93,263.5 (+58.92%)	+250,853.18 (+158.47%)

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...