Author: StocksCafe

Personalize Portfolio Columns Ordering

The most viewed page in StocksCafe is undoubtedly the Portfolio Overview page. Within that page, we have the Current Portfolio table that gives you various columns/information about the stocks that you are holding. While investors can easily control the columns displayed, they could not control the ordering of it previously. The purpose for this article is to inform you that you can now not only decide...

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Recent Feature Improvements Suggested by Users

In my opinion, one unique feature of StocksCafe is the ability for users to feedback directly and influence StocksCafe. While I cannot promise that all feature requests are met, I do read through every single feature request and consider them. Below are two feature requests from users that I have recently implemented that I would like to highlight. (FYI I most certainly worked on more than two improvements/bug...

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Renewed Tool: Risk Manager

In this article, I would like to share a renewed tool, Risk Manager. As an investor, understanding your portfolio risks is of paramount importance. Using this tool, you can see the changes to various portfolio risk metrics (i.e. Beta, Value At Risk and Expected Shortfall) after you buy (or sell) a specific amount (defaulted to SGD 5,000 but you can change it here) of selected stocks. Why focus on Risk?...

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Renewed Tool: Risk Manager

Subscribe to RSS feedRenewed Tool: Risk Manager By evankoh posted on 18 Oct 2019 &nbsp- &nbsp38 views In this article, I would like to share a renewed tool, Risk Manager. As an investor, understanding your portfolio risks is of paramount importance. Using this tool, you can see the changes to various portfolio risk metrics (i.e. Beta, Value At Risk and Expected Shortfall) after you buy (or sell) a specific amount (defaulted to SGD 5,000 but you can change it here) of selected stocks. Why focus on Risk?You might have realized that this is actually a simplified version of the now-deprecated iAssist...

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Insurance is Part of Financial Planning

Note: I am a strong believer of insurance but not insurance linked investments/savings (or however they name it). I would like to believe that I can invest my own money better :) What are your thoughts on insurance? Do you actively find out about how to best insure yourself and your loved ones? Or do your insides shrink up at the mention of “insurance”, as you avert your gaze and try to find a way to avoid this subject? I used to belong to the latter group, until I started on my financial freedom journey several years ago. The...

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Alerts!

Subscribe to RSS feedAlerts! By evankoh posted on 3 Oct 2019 &nbsp- &nbsp123 views One relatively under-utilized feature in StocksCafe is Alerts. At this point, there are only 615 unique users using it. Recently, we have made two improvements based on suggestions by Friends of StocksCafe. Hopefully, it will make the Alerts feature more prominent and useful. 1) More accessibleIn the past, it is not easy to navigate to the Alerts feature. In addition, the stock must first be added to your watchlist first before you can set an alert. That constraint is now removed. You can set alerts for any...

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Start of Support for London Stock Exchange!

Subscribe to RSS feedStart of Support for London Stock Exchange! By evankoh posted on 26 Aug 2019 &nbsp- &nbsp81 views The current top request (i.e. the most likes) is for StocksCafe to support the London Stock Exchange (LSE), and I am very happy to share that StocksCafe now provides limited support for LSE! What does limited mean?It means that StocksCafe only has End of Day pricing data for LSE. We were unable to secure dividend nor fundamental data. However, with this, you can enter transactions for London stocks and all the standard metrics for portfolio tracking can be computed. This excludes...

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Limited Edition StocksCafe T-shirt Referral Program

Subscribe to RSS feedLimited Edition StocksCafe T-shirt Referral Program By evankoh posted on 19 Aug 2019 &nbsp- &nbsp162 views In February this year, StocksCafe started a referral program where you can get a high quality limited edition StocksCafe T-shirt if you refer people to sign up with StocksCafe and become a Friend of StocksCafe. The program was supposed to end on 9th August 2019. I have received feedback from some users who are actively referring that they really love the T-shirt. Therefore, I have decided to extend this program till the end of this year (i.e. 31 December 2019). Please continue...

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10,000 Registered Users!

Subscribe to RSS feed10,000 Registered Users! By evankoh posted on 4 Aug 2019 &nbsp- &nbsp176 views Today is a special day for StocksCafe! After 1,604 days or (about 4 years and 5 months), we finally have our 10,000th registered user. That is about an average of 6.23 users/day. While this is not an amazing sign up rate, it is still an awesome achievement in my opinion considering that we have 1,265 users who have contributed to StocksCafe and 1,082 who are still contributing. A 10% active paying users is definitely something to celebrate! Thank you all for supporting StocksCafe and making...

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New Feature: Edit Dividends

Dividends – be it past, upcoming, or projected – is one of the most popular features in StocksCafe. I understand how important it is for them to be updated and accurate, and with this new feature, we are one step closer to that. Not updated and inaccurate dividends Often, users would write to me and highlight a dividend not reflected in StocksCafe even though the company has already announced it. This...

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New Feature: Edit Dividends

Subscribe to RSS feedNew Feature: Edit Dividends Updated: 19 Jul 2019 By evankoh posted on 19 Jul 2019 &nbsp- &nbsp126 views Dividends – be it past, upcoming, or projected – is one of the most popular features in StocksCafe. I understand how important it is for them to be updated and accurate, and with this new feature, we are one step closer to that. Not updated and inaccurate dividendsOften, users would write to me and highlight a dividend not reflected in StocksCafe even though the company has already announced it. This is usually due to a lag in update in my...

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One Less Password with Facebook Login

Subscribe to RSS feedOne Less Password with Facebook Login By evankoh posted on 14 Jul 2019 &nbsp- &nbsp84 views StocksCafe has integrated Facebook login to allow for quicker login (bonus: you have one less password to remember)! For existing users, please go this page and click on the continue with Facebook button to associate your existing StocksCafe account with your Facebook account. Once you have done that, you will be able to login either via Facebook or StocksCafe username/email. For new users, you can simply signup/login with Facebook and a new StocksCafe account (with generated username based on Facebook profile) will...

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New Feature: Adding Miscellaneous Fees

When StocksCafe was first built, it was built with many assumptions based on my personal (albeit limited) understanding of stock trading. It included the assumption that fees are only incurred as part of a buy or sell transaction. Clearly, that is incorrect. There are many instances when non-transaction fees are incurred such as the monthly management fees incurred by robo advisors (e.g. StashAway)....

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New Feature: Adding Miscellaneous Fees

Subscribe to RSS feedNew Feature: Adding Miscellaneous Fees By evankoh posted on 17 Jun 2019 &nbsp- &nbsp91 views When StocksCafe was first built, it was built with many assumptions based on my personal (albeit limited) understanding of stock trading. It included the assumption that fees are only incurred as part of a buy or sell transaction. Clearly, that is incorrect. There are many instances when non-transaction fees are incurred such as the monthly management fees incurred by robo advisors (e.g. StashAway). Hence I recently spent time to work on the ability to add fees that are not part of a transaction....

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Slow-loading Pages and Tracking StashAway

Subscribe to RSS feedSlow-loading Pages and Tracking StashAway By evankoh posted on 20 May 2019 &nbsp- &nbsp118 views Slow-loading Pages If you have been using StocksCafe for the last few days, you might have experienced extremely slow loading of some of the pages on desktop. I apologize for the poor experience. It is likely due to the auto-completion feature (suggesting stocks as you type) that is available on some pages such as this and this. It is the combination of poor design of the auto-complete feature and the caching servers going down. Essentially, I was doing eager loading (i.e. load all...

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