Quick Summary
1) Activate the Cash Balance feature if you want to track your portfolio’s cash portion and/or see your portfolio’s detailed cash transactions.
2) Whenever you realize that your DIVIDEND transactions are out of sync, simply click “Sync Cash Balance Dividend” on this page. Or simply check “Auto Cash Balance Dividend Sync” in step 1 and the chance of DIVIDEND transactions going out of sync should very low. Details
The Cash Balance feature first appeared in 2016. However, less than 10% of the users in StocksCafe have activated this feature. One reason might be because it is not that clear what it is used for and can be confusing to use. Based on the feedback/questions that I have been receiving about it, I have made some tweaks to this feature and would like to use this article to explain how to use it. What is Cash Balance for?
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