This is a post to document all the features in StocksCafe, and are divided into 4 main categories:
- Management
- Discovery
- Monitoring
- Others
Hopefully this will help you find something or maybe even discover something new.
Please feel free to comment if there is anything missing or if there are dead links, etc!
Management
Portfolio Dashboard - A dashboard showing you all the key metrics about your portfolio such as Day Change, Upcoming Dividends, and Allocation so that you can have a quick overview of your investments.
Current Portfolio - An overview of your portfolio current performance and risk. You can also adjust to display only fields that are of interest to you on this page.
Portfolio Report - Allows you to see how you have performed and grown over time.
Closed Positions - Shows you how well you have performed for positions that you have closed.
Portfolio Sector - Shows you how invested you are in each sector.
Portfolio Upcoming Dividends - View the dividends you are about to collect.
Collected Dividends - View the dividends you have collected.
Dividend Projection in Portfolio Report - View the estimate of the dividends you will receive for the year. Read this article for more information.
Dividends Override - Manually override (i.e. add or delete) dividends. However, you are encouraged to report the issue instead of manually overriding it if the issue lies with StocksCafe so that StocksCafe can improve for the benefit of all users. Read this article for more information.
Transactions Overview - View all your transactions.
Cash Balance lets you keep track of the amount of cash you have on hand. Read this article for more information.
Add Transactions - Allows you to add new transactions.
Import Transactions - Easily import multiple transactions into StocksCafe by uploading a CSV file.
Export Transactions - Bulk-export all transactions you have in StocksCafe to a CSV file.
Multiple Portfolios - Track multiple investment accounts (e.g. CDP, CFP, SRS) in one StocksCafe account. Read this article for more information.
Custom Assets - Add assets/liabilities (insurance, mortgage, etc) that are not currently supported in StocksCafe.
Discovery
Share Your Portfolio - Share your portfolio in StocksCafe and/or your blog. All portfolios are set to private by default. Simply update your sharing preferences to share your portfolio with others. Read this article for more information.
Shared Portfolios - View other users’ portfolios that have been made public. You can choose to follow certain portfolios by liking them and they will appear here. Liking them enables you to compare your portfolio against theirs and also know what are the top stocks held and the trending stocks in those portfolios.
Market News - Stay updated with all the latest stock-related news in the market.
Trending Stocks - Shows the stocks have spikes in their daily transaction relative to its recent history.
Market Upcoming Dividends - View the stocks that will be distributing dividends soon.
Market Past Dividends - View stocks that have recently distributed dividends.
Market Dividend Yield - View the distribution of dividend yields for stocks listed in SGX.
Market Sector - Easily see at a glance the stocks in each sector/industry.
Stock Summary - A variety of technical, fundamental, and other information about the stock.
Stock Dividend Summary - Tells you the current and historical yearly dividend payout of the stock.
Stock Dividend Details - Displays all the dividends that the stock has given out over the years.
Stock Recent Prices - Shows the recent prices and volume information of the stock.
Monitoring
Add to Watchlist - Add stocks you want to monitor to your watchlist. You can also add it by clicking on Add to WatchList on the top left of the individual page of the stock (e.g. DBS).
Watchlist Overview - A quick overview of all the stocks added to your watchlist.
Watchlist Blogs - Gathers all blog posts related to stocks in your watchlist in one place.
Watchlist Dividends - Shows you which stocks in your watchlist will be giving out dividends soon.
Alerts - Easily keep track of price, volume, and dividend movement of stocks. You can set Technical or Screener alerts. Refer to this tutorial for more information.
Notes - You can have the notes tagged to a stock, a transaction, or simply save it as a general note. This way, you can always refresh your memory on why you chose certain actions/inactions, opinions/conclusions of stocks, as well as general lessons learned from your investments. Read this article for more information.
My Summary - The ability to keep detailed and time-insensitive summary about a company (different from Notes where information is short and time-sensitive). Logged in users will be able to access it on each stock’s page.
Market Update Emails - Sends emails right to your inbox to keep you updated on your portfolio, watchlist, and the market. Be sure to whitelist stocks.cafe with your service provider so that these emails do not go to spam.
Others
Exchange Rates shows you the latest currency exchange rates from ECB.
Multiple Emails let you registers multiple email addresses so that StocksCafe will send you multiple copies of the same emails to different addresses. This is especially useful if both you and your spouse would like to receive updates on the portfolio. Read this article for more information.