Quick guide to Other Assets + how to add a new asset

stockscafe101

#1

Background: This is a quick look at Other Assets and how to add any asset you have (e.g. stocks in exchanges not yet supported in StocksCafe, property, insurance) to StocksCafe to have a more complete view of all your assets.

There are 3 main tabs for Other Assets:

  • Overview - View all the assets you added or add a new asset
  • Payments - View or add payments you are due to receive (e.g. dividends, rental, etc)
  • Transactions - View or add transactions for an asset you own (e.g. buying or selling shares of a stock)

Here is how to add a new asset:

  1. Start from this page and fill out the details of the asset
  2. Click on the Add button; you will automatically be brought to the “Transactions > Add” page
  3. Fill out the transaction details
  4. Click on the Add button; you will automatically be brought to the “Transactions > List” page
  5. [Optional] If the value of the asset has changed compared to when you bought it, you can update the current value by doing the following:
  • Click on the asset name to go to the asset page
  • Click on Add new value
  • Fill out all the fields
  • Click on the Add button

To learn how to add a liability, please see this thread.


Adding Custom Stock from Europe Stock Market
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