StocksCafe

Portfolio (Demo)

7 Oct 2025

4.522

+0.041 (+0.91%)

TWR = loading..., XIRR = loading..., Capital = SGD 9,765.83, Net Worth = SGD 8,726.92

Currency	Current Value	Current P&L (+Div)	Closed P&L (+Div)	Overall P&L (+Div)
HKD	39,339.26	-552.38 (-1.28%)	+8,640 (+12.99%)	+8,087.62 (+11.84%)
Total in SGD	6,531.07	-457.24 (-6.04%)	+1,519.37 (+13.22%)	+1,062.13 (+8.81%)

Cash Transactions

Currency	Cash Balance ^?
HKD	13,231.94
Total in SGD	2,195.85

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)
HKD	2	43,300	39,339.26	-443.45 (-1.11%)	-3,960.74 (-9.15%)	+3,408.36 (+7.87%)	-552.38 (-1.28%)
Total in SGD	2	7,569.98 ^?	6,531.07	-73.62 (-1.11%)	-1,038.91 (-13.72%) ^?	+581.67 (+7.68%)	-457.24 (-6.04%)

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...