Subscribe to RSS feedNew Feature: Adding Miscellaneous Fees

By evankoh posted on 17 Jun 2019 &nbsp- &nbsp91 views

When StocksCafe was first built, it was built with many assumptions based on my personal (albeit limited) understanding of stock trading. It included the assumption that fees are only incurred as part of a buy or sell transaction. Clearly, that is incorrect. There are many instances when non-transaction fees are incurred such as the monthly management fees incurred by robo advisors (e.g. StashAway).

Hence I recently spent time to work on the ability to add fees that are not part of a transaction. There are two types of fees that you can now add:

1) Tagged to stock: You can choose to tag fees to a stock without having it being associated with a buy or sell transaction. Simply select Fees on this page and enter the relevant StockCode. This way, it will increase the average