I have liquidated one of my stocks which I will buy back at lower valuation. As the year-end is coming for my portfolio review, I wish to include my cash (proceeds) with my overall cost and value of my portfolio. Can this be done? If yes, how can I reduce the cash portion when I buy into new shares (probably in 2024)?
P/S: Please always reach out using the forum for generic questions so that it will be available for other users. Thanks!
I found the time to look into what you have suggested. The cash portion you have mentioned in your earlier posts/blog is about cash balances from other trading platforms that eventually can be deducted from the cash balance recorded in Stocks Cafe.
What I was looking for us just a cash portion (from shares closed parked in my bank account for future purchase). Ideally, I would like to see my portfolio as: Portfolio value = current shares + cash on hand. I dont know what you think if this is good for both Portfolio and reports or would it “upset” the entire portfolio value calculation? If it does, then we can leave it.
I ticked on cash to be added to my portfolio. However the amount showing in my Portfolio overview is not what I expected: It was supposed to show $19k cash, but now showing $96k. Something is wrong. How can I debug this?
I found out why the figure is so high: On clicking on CASH i was brought to CASH TRANSACTION DETAILS. I found out under details it includes dividends + cash deposit. I do not wish to have dividends included in CASHTRANSACTIONS because they have already been deployed (as at 31Dec2023). Ok to delete the dividend portion? After deleting will it affect the dividends received for 2023 under portfolio?
Hi Evan. I was looking at my Portfolio Overview. Cash balance is way to high. The last time, I mentioned that I deleted all Dividends under Cash Transactions - ie to only show the cash portion. This evening (under 2Jan’24) report the Cash Transaction is showing Cash + Dividends again. There is something I need to uncheck to stop it from including dividends in Cash Transactions. Could you please help? Thank u.