Personal portfolio tracker

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Total assets (SGD)
Cash (SGD)
all platforms
Market value (SGD)
at current FX
Invested (SGD)
cost basis
Total P&L (SGD)
Positions
Not yet fetched
Current FX (to SGD): USD/SGD HKD/SGD GBP/SGD
Symbol Mkt Qty Avg cost Last price Mkt val (SGD) P&L (SGD) P&L % Portfolio % FX gain/loss
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Portfolio return % (TWR)
Total assets over time (SGD)
Cash holdings
No cash entries yet.
Dividends received
DateSymbolAmount (native)Amount (SGD)Shares heldDiv yieldActions
No dividends recorded yet.
New trade
How many SGD = 1 unit of trade currency. Enter 1 for SGD trades.
Fee breakdown
Enter quantity and price to see fees
Record dividend received
Enter 1 for SGD dividends.
Your total shares when dividend was paid.
Used to calculate dividend yield.
Update cash balance
Enter 1 for SGD cash.
When this cash was deposited / recorded.
Date / TimeTypeSymbolMktPlatformQtyPriceGrossFeesFX rateTotal (SGD)Actions
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DatePlatformChange (SGD)NoteActions
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