How are you managing your portfolio now? SGXcafe will do it for you intelligently.
Sign up for free now!

Subscribe to RSS feed Improved Portfolio Reporting

By evankoh posted on 3 Jul 2016  -  2,245 views


One of the main goals of SGXcafe is providing a portfolio management tool. It is also one of the most popular features in SGXcafe. When I added the ability for one account to have multiple portfolios, it was quickly adopted and used by hundreds of users.

However, at that time, you could not look at individual portfolio for the portfolio reporting tab and a few users requested to have this feature added. I am happy to share that now you will be able to view reports of individual portfolios.

Furthermore, SGXcafe will now display the warnings that occur during the generation of reports. For now, there are two types of warnings:
1) end of day data not found for stocks you entered, as this would adversely affect the computation of portfolio values
2) when you try to sell stocks that you do not own

Hopefully, these additions will make SGXcafe better in helping you manage your portfolio. Do continue to share with me how I can make SGXcafe better for you.

Happy investing!


Like
11 likes
1 comments

dameanddime - thank you :D
4 Jul 2016 13:01:20



Next Article > < Previous Article
What Can SGXcafe Do For You? Why and How I Use Dividend Strength



List All Articles Other articles by evankoh

What to buy next?
"What to buy next?" Almost every month, I ask myself this same question whenever my salary arrives or when a good amount of dividends have accumulated. When I first started investing, I wanted a diversified portfolio which is why I built the tool, iSuggest (iSuggest is free for all registered users). It worked well at first, as it quickly brought my portfolio risk down to a minimum. However, for those ...

SGXcafe Needs You!
About four months have passed since the major crisis faced by SGXcafe. At that time, SGXcafe had to choose between paying tens of thousands in licensing fees yearly to continue running, or face closing down. I have chosen the former, which is why SGXcafe is still operating today. Although it put a huge dent in my savings, I do not regret my decision, because in the last four months, the number of SGXcafe ...

Can you avoid investing?
Recently, a friend of mine sent me an article about how you should create a "total portfolio" that takes your career into account as part of the portfolio. That is, if you have a stable job, you should buy risky stocks so that you would have opportunities for huge gains since you are unlikely to get large pay raises. Likewise, if you are an entrepreneur, you should hold safe bonds since your career ...