Asked by Anonymous
Updated 3w ago
I have started investing for ~5 months, it was in the last 2 months that I had wanted to do a sheet, late start, I know. 1. Should I jot down the costs at the start of the month, or in mid-month when actual purchase begins? (Unsure if there are any price change in between) 2. I do not have the price information for ABF/STI at June. Are there any platforms that I can use? 3. How should I best determine if I am having a profit/loss? Do I check by average of the number of months I have invested?
I agree that stocks.cafe is good. It is very simple to use, and helps you chart all the information you'll need!
Alternatively, you can try using InvestmentMoat's google spreadsheet. I used this before switching over to stocks.cafe :)
You can try stocks.cafe. just need to type in purchase date, amount, stock name/code then everything else is auto.
For me I have my own excel sheet which I will record when I get statements. Input like transacted units, transacted price/unit, average price, amount invested, fees, refund, dividends(if applicable)
Perhaps you can start by logging in the positions you have based on purchase date, counter name and number of shares purchased on each date. Then enter a new row after each purchase is done. For information on pricing, try the sgx website? Profit/loss wise, averaging method is ok, based on number of shares and the average price vs current price.