Site Update
Is Your Cash Balance Red?
By StocksCafe  •  February 23, 2024
Is your cash balance appearing as red/negative on StocksCafe? It should not be. I had a chat with a user recently and she thought that it is normal for cash balance to be negative when P&L is negative. Recall that cash balance is meant to easily tell you how much cash is available in that portfolio. Therefore, it should not be negative unless you want to use it to indicate that you are borrowing money to invest. What should you do if your cash balance is currently negative?
  1. If you do not really care to track how much cash is left in your portfolio, we would suggest that you “hide” the feature via settings (on desktop). Under “Portfolio Cash Preferences”, uncheck Cash Balance – Display Cash Balance.
  2. If you do want to track your cash balance, all you need to do is find out how much cash that is currently in your portfolio/brokerage.
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By StocksCafe
StocksCafe was created originally as a personal project to help me make better investment decisions. I decided to share it because it grew to a project that I believe many can benefit from. Feel free to let me know how it can improve to better assist you ...
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