StocksCafe

Portfolio (Demo)

31 Oct 2025

4.49

+0.004 (+0.09%)

TWR = loading..., XIRR = loading..., Capital = SGD 254,658.72, Net Worth = SGD 502,920.43

Currency	Current Value	Current P&L (+Div)	Closed P&L (+Div)	Overall P&L (+Div)
SGD	244,022 (52.6%)	+171,563.9 (+112.38%)	+16,640.5 (+12.97%)	+188,204.4 (+106.36%)
USD	169,385.1 (47.4%)	+124,853.22 (+270.81%)	+9,340 (+17.48%)	+134,193.22 (+192.09%)
Total in SGD	464,188.67	+330,578.01 (+153.10%)	+30,118.11 (+14.93%)	+360,696.12 (+132.15%)

Cash Transactions

Currency	Cash Balance ^?
SGD	45,638.95 ^?
USD	-5,314.04 ^?
Total in SGD	38,731.76

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 (71.8%)	244,022 (52.6%)	-998 (-0.41%)	+91,360 (+59.84%)	+80,203.9 (+52.54%)	+171,563.9 (+112.38%)
USD	4	46,103.5 (28.2%)	169,385.1 (47.4%)	+9,759.5 (+6.11%)	+123,281.6 (+267.40%)	+1,571.62 (+3.41%)	+124,853.22 (+270.81%)
Total in SGD	11	215,926.96 ^?	464,188.67	+11,687.39 (+2.58%)	+248,261.71 (+114.97%) ^?	+82,316.3 (+38.12%)	+330,578.01 (+153.10%)

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...