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furious Offline_s furious (Admin)   Aug 16, 2008
Ok boys and girls, you've been asking for it and I am not one to disappoint. So here's your candy: Full support for cash transactions.

That's right. You can now add cash in/out transactions and our analysis engine will adjust your performance calculations in accordance to your cash transactions.

People email me "Wow. You're amazing. I asked for that feature and you launched it in less than a week!"

Well folks. I'm not ordinary human being. I'm Furious, world's fastest power developer. I launch features at bruce lee speed. That's Bruce Lee!

It's so simple. I just snap my finger and it's done. All it takes was an injection of the CashLogic Infusion plugin into our patent-pending Neurergic Obvallate Ovopyriform Brachycatalectic engine.

Real easy.
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Offline_s wscoverdale (Basic)   Aug 25, 2008
How come i dont see cash anywhere? I see it in the transactions list, but nowhere else? Is there a way you can see cash's balance and furthermore - what is the point of cash? In the sense of - is it part of any of your calculations or do you just let it stay there... Please elaborate... Thanks a lot!
Permalink   Offline_s furious (Admin)
Ok boys and girls, you've been asking for it and I am not one to disappoint. So here's your candy: Full support for cash transactions. That's right. You... more...
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furious Offline_s furious (Admin)   Aug 25, 2008
1) The cash is taken into account for the performance analysis

2) You can see your current cash balance at the dashboard view (See the top right)

3) You can see the cashflow chart at the bottom of the dashboard view

Let me know if you have any suggestions on how to make the cash feature more useful
Permalink   Offline_s wscoverdale (Basic)
How come i dont see cash anywhere? I see it in the transactions list, but nowhere else? Is there a way you can see cash's balance and furthermore - what... more...
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Offline_s wscoverdale (Basic)   Sep 2, 2008
I thought i would see it under the performance screen, but it never shows up! I have a cashin transaction and it doesnt show up. How can i enter the amount of cash i have sitting in my account? If it doesnt show up under performance i dont know then how accurate the cash flow is as well... Hmm... Can you look into that? Thanks!
Permalink   Offline_s furious (Admin)
1) The cash is taken into account for the performance analysis 2) You can see your current cash balance at the dashboard view (See the top right) 3)... more...
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InvestingThoughts Offline_s InvestingThoughts (Basic)   Sep 2, 2008
It took a little while for the cash to show accurately, but now it is there.
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furious Offline_s furious (Admin)   Sep 2, 2008
The cashflow is very accurate. It takes into account the cash deposited and the buys/sells. You can see exactly how your cash balance changes from the day you deposited your money into your brokerage account until today, taking into account all your buys and sells.

You should see the cash transactions in your performance chart. For eg. check out this portfolio performance chart. http://www.stockalicious.com/portfolio-performance/2743

I withdrew cash on Aug 26, 2008 and it's shown on the chart.
Permalink   Offline_s wscoverdale (Basic)
I thought i would see it under the performance screen, but it never shows up! I have a cashin transaction and it doesnt show up. How can i enter the amount... more...
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furious Offline_s furious (Admin)   Sep 2, 2008
Yeah. sorry about that. We cache the site heavily, so there may be a delay of up to 10 mins before the cash appears.
Permalink   Offline_s InvestingThoughts (Basic)
It took a little while for the cash to show accurately, but now it is there.
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furious Offline_s furious (Admin)   Sep 2, 2008
I checked your portfolio's transaction history. It seems that you have not added any cash transaction.

http://www.stockalicious.com/portfolio-transactions/2322

You can just add your cash balance by adding a 'Cash In' transaction.

Just take note of the date of the cash in transaction. It'll affect your analysis.

Your cash balance chart is not making much sense because it's assuming that you start with a cash balance of $0. To correct it, just add your initial cash in transaction. For eg. for my portfolio, i added USD 580k as the initial cash in transaction.

http://www.stockalicious.com/portfolio-transactions/2743
Permalink   Offline_s wscoverdale (Basic)
I thought i would see it under the performance screen, but it never shows up! I have a cashin transaction and it doesnt show up. How can i enter the amount... more...
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Offline_s rfwiley (Basic)   Sep 16, 2008
It would help if cash transactions could be defined in the software, i.e., dividends, margin interest, deposits, withdrawals, etc. so I can see how this affects my performance. I'm not sure how to handle them now. Is a cash deposit to pay for a purchase cash in? Is margin interest paid cash out? Is a dividend cash in or cash out?
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furious Offline_s furious (Admin)   Sep 16, 2008
Cash In means your cash balance increase.
Cash out means your cash balance decrease.

So, cash deposit is cash in. Margin interest paid is cash out. Dividend received is cash in.

But we know about the need to segregate the different types of cash transactions. We're working on allowing you to tag each cash transaction with dividend, margin interest etc.
Permalink   Offline_s rfwiley (Basic)
It would help if cash transactions could be defined in the software, i.e., dividends, margin interest, deposits, withdrawals, etc. so I can see how this... more...
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