We have finally received the August monthly statement from StashAway! Immediately KPO went into excel/spreadsheet mode and generated MULTIPLE spreadsheets. We received the statement last Friday but was too busy window shopping at bridal shops over the weekend. Hence, this article got delayed.
I felt that this article would be extremely useful for those that are new to StashAway or considering to use it. There are 5 sections in the statement and they are as follows:
1. ACCOUNT OVERVIEW (as of the last day of the month)
You will be able to see the amount of USD invested in securities/ETFs together with the cash (USD and SGD). The total value is displayed in SGD based on the exchange rate provided by Saxo on the last day of the month.
2. SECURITIES BREAKDOWN
You will be able to see your position at the first day of the month vs the position at the last day of the …