You can find below some answers to frequently asked questions about sgtrades.com, in case you want additional information or faces some issue with the site feel free to contact us at firstname.lastname@example.org
How often are market data updated?
Stock prices and foreign exchange rates are updated once a day, usually around 7pm.
Are market data updated intraday?
No, market data are not update intraday.
What is the meaning of XD and CD signs next to the stocks name?
CD is an abbreviation for Cum-Dividends it means that the ex date has not passed yet and the stock price includes the dividend.
XD is an abbreviation for Ex-Dividend it means that the ex date has passed and the stock price excludes the dividend.
The different abbreviations used by SGX are listed below:
Why for some ETFs the exposure (asset class, sectors etc.) is split across underlying constituents and not for others?
For some ETFs the exposure will be split across underlying constituents using a lookthrough approach, this allows to give you a better understanding of the actual exposure of your portfolio across asset classes, sectors and shares. For instance, if you hold at the same time SPDR STI ETF shares as well as a direct position in DBS you will be able to see your total exposure to DBS coming from your direct holdings as well as from your ETF position.
We are only able to retrieve underlying constituents for some of the ETFs listed on SGX and therefore this feature is not available for all the ETFs listed on the site.
In case you do not want to split the exposure across undelying components, you can disable the feature under Profile / "Split ETF exposure by constituents".
Where can I see the history of dividends that are taken in account in my P&L?
The detailed history of dividends received in your portfolio can be seen from the “Trades” page below the list of trades in your portfolio.
A dividend has been announced for one of the stocks I hold but is not reflected in upcoming dividends, why?
Dividends will only be taken into your P&L and appear in upcoming dividends once the market data reaches the ex-date. Before the ex-date you are not yet entitled to receive the dividend as you might sold the share before the ex-date.
When will dividends appear in the nonthly historical dividends graph?
Dividends will appear on the graph once the market data reaches the ex-date, however they will contribute to the month of the payment date to represent the actual cash flow.
Are there limitations to the number of trades I can book?
Currently each user can book up to 300 trades, we are planning to gradually increase this number.
What is the format to import trades?
The format to import trade is detailed under the import trades page. An exemple of the format is available below:
Alternatively, you can also export your existing trades from the API page under the portfolio details. Doing so will export your trades in a format compatible with the import feature.
What is the difference between append and replace import mode?
If you import trades using the "append" mode, the imported trades will be added to your existing trades.
If you import trades using the "replace" mode, all existing across all your portfolios will be deleted and replaced by the imported trades.
Why do I need to specify a dividend column in the import format as they are generated automatically?
The import format allows you to specify dividends as positive or negative adjustments in case the site did not generate dividends properly for some stocks. If you see such case please also drop us an email at email@example.com
Are there limitations to the number of portfolios I can create?
Currently each user can create up to 5 portfolios.
What does the benchmark correspond to when I create a new portfolio?
When you create a new portfolio you can associate with a benchmark. The performance of your portfolio will then be compared to the performance of your benchmark under the historical P&L details.
Any stock or ETF listed on the site in the currency of the portfolio can be selected as a benchmark. The benchmark is optional and can be left empty.
Can other users access to my portfolio details?
No, other users will not be able to access you portfolios. Only the two demo portfolios are public and available for all users to see.