Thursday, June 30, 2016

SGXcafe - A Good Investment Portfolio Tracker And More

Sometimes, keeping track of your investment portfolio performance is hard work. Most of us use excel sheets to record down our stock purchases manually. Then there are dividends too which we need to keep track. Just this year, I started using a platform called SGXcafe which to me is quite intelligently done. Many people including bloggers have started using this platform to track their portfolios. It even gives me an update of my portfolio performance every day through email.

This is not a paid advertisement for the platform. I'm reviewing this base on my own experience. Furthermore, it is completely free to use and I heard the person who started this paid quite a lot of money in order to keep it alive as it has some issues previously. To spend money on building a platform and still offer it free to use is really very rare nowadays.

So what features does it have? Firstly, it has the portfolio tracker which intelligently calculates your investment portfolio XIRR. You can input the stocks you've bought and it will calculate your investment returns base on historical values and even add in the dividends you received from the time you bought the stock until now.

It also has various stock screeners which is unique from other platforms. The owner of the website has included screeners profile which he is using himself. This includes screeners on growth and income stocks. He also has a screener on dividend strength which forecast how likely the company is able to give the same or more dividends next year. The model does this by learning from history how stocks with certain traits found in its financial statements would influence its dividends payout the following year statistically. Under the dividend strength, stocks which are 90%-100% more likely to give the same or more dividend next year includes Capitaland Mal Trust, Frasers Centrepoint Trust and also banking stocks like DBS and OCBC.

Another interesting part of this platform is the ability to share your portfolio with other people. There are many people who have already shared their portfolios and how it has performed. You can click here to see the shared portfolios. Overall, this is a simple and easy to use platform. Its free to use so no harm giving it a try if you're an investor also.

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  1. It's a good portfolio tracker. It tells you how much dividends you collect each year in total.

  2. SGXcafe is my favorite platform to share my portfolio to others