Can I manage multiple portfolios within StocksCafe? How?

faq

#1

I use several brokers and manage portfolio for my wife as well. I am wondering if it is possible to manage multiple portfolio in StocksCafe?


#2

Yes you can. In your ‘Portfolio’ tab, There is a blue drop-down button on the top right hand side. I believe it should say ‘Default’ for you (ie Default Portfolio). There is an 'Add/Edit Portfolio" option in it. After you add portfolios, you can select to view ‘All’ portfolios (which i do) or specific portfolios. hope this helps


#3

Yes, you can manage multiple portfolios within StocksCafe and it is very simple.

  1. Go to https://stocks.cafe/select/portfolio/toadd

  2. Add new portfolio or edit existing portfolio names

  3. Make sure that you select the correct portfolio as you add new transactions

Tip: You can also change the portfolio for existing transaction here


#4

Hi, coming back to this topic.
understand there is “All” portfolio
i created a personal cash portfolio and personal cpf portfolio
i also created wife’s cash and cpf portfolio.
total there is 5 portfolio.

But if i want to see only personal net worth or personal’s profit and loss (both cash and cpf under 1 portfolio), how can it be done or do i have to manually add/subtract?

thanks.


#5

Hi Whizzer,

Unfortunately, it is not possible yet. There is however, a similar request made previously => https://stocks.cafe/friend/viewissue?issue_id=919

I am definitely going to try to make this work somehow again (previously tried once but failed because was too greedy)

Cheers,
Evan