StocksCafe

Portfolio (Demo)

17 Sep 2025

4.377

-0.013 (-0.30%)

TWR = loading..., XIRR = loading..., Capital = SGD 189,516.82, Net Worth = SGD 220,729.26

Currency	Current Value	Current P&L (+Div)	Closed P&L (+Div)	Overall P&L (+Div)
SGD	175,200 (86.9%)	+25,200 (+16.67%)	-4,000 (-16.67%)	+21,200 (+3.82%)
USD	20,659.83 (13.1%)	+6,875.02 (+48.01%)	0.0 (0.0%)	+6,875.02 (+81.94%)
Total in SGD	201,654.29	+33,130.43 (+19.44%)	-4,000 (-16.67%)	+29,130.43 (+5.07%)

Cash Transactions

Currency	Cash Balance ^?
GBP	5,741.01 ^?
USD	7,086.92 ^?
Total in SGD	19,074.96

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	3	151,200 (89.2%)	175,200 (86.9%)	0.0 (0.0%)	+24,000 (+15.87%)	+1,200 (+0.79%)	+25,200 (+16.67%)
USD	3	14,318.84 (10.8%)	20,659.83 (13.1%)	-51.45 (-0.25%)	+6,340.99 (+44.28%)	+534.03 (+3.73%)	+6,875.02 (+48.01%)
Total in SGD	6	170,441.85 ^?	201,654.29	-65.88 (-0.03%)	+31,212.44 (+18.31%) ^?	+1,917.99 (+1.13%)	+33,130.43 (+19.44%)

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...