What should I take note of when investing in Blue Chips, and how should I chart my profits/losses? - Seedly

Investments

Asked by Anonymous

Asked on 02 Oct 2018

What should I take note of when investing in Blue Chips, and how should I chart my profits/losses?

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?

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Yong Kah Hwee
Yong Kah Hwee
Top Contributor

Top Contributor (Feb)

Level 6. Master
Updated on 07 Jun 2019

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 :)

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Lim Tian Shang
Lim Tian Shang

02 Oct 2018

Thanks for sharing on stocks.cafe! I currently using Excel to take note of my profits & losses!
Lee Jiahui
Lee Jiahui

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Level 5. Genius
Answered on 02 Oct 2018

You can try stocks.cafe. just need to type in purchase date, amount, stock name/code then everything else is auto.

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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)

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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.

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