Anonymous
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.
- 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)
- I do not have the price information for ABF/STI at June. Are there any platforms that I can use?
- 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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Jay Liu
02 Oct 2018
Accounting and Finance at ACCA
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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You can try stocks.cafe. just need to type in purchase date, amount, stock name/code then everything...
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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 :)