Subscribe to RSS feed Improved Portfolio Reporting

By evankoh posted on 3 Jul 2016  -  2,882 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!


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1 comments

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



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