Malawi Stock Exchange

Portfolio Book

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Firebase is not set up yet

Fill in public/firebase-config.js with the project's connection details, then deploy again. Steps are in portfolio/README.md.

Malawi Stock Exchange

Portfolio Book

 
Market value
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Your book is empty. Load your starting book (opening trades, prices and dividend rates) to begin.

Open positions

Cost basis is the weighted average of your buys, including any fees you recorded.

CounterSharesAvg costLast price CostValueUnrealisedWeight

Allocation

IBKR holdings

Shares bought through Interactive Brokers. Each is shown in its own currency and never added to the kwacha book above. Prices come from Yahoo Finance twice each weekday.

No IBKR instruments yet. Add VWCE and SVML to start, then record what you paid for them.
InstrumentUnitsAvg costLast priceCostValueUnrealised

Record an IBKR trade

Use the price per unit and the fees exactly as IBKR shows them, in the instrument's currency. Fractions are fine (0.2).

DateInstrumentSideUnitsPriceFeesConsideration

Instruments and prices

The Yahoo symbol decides where the price comes from (VWCE on Xetra is VWCE.DE). Not sure of a symbol? In GitHub, Actions, Fetch MSE prices, Run workflow, type the name in "Find a Yahoo symbol". You can type a price yourself if Yahoo is unavailable; clear it to go back to the fetched one.

InstrumentYahoo symbolCurrencyLast priceAs at

Trade ledger

Every buy and sell. Selling reduces cost at the running average and books a realised gain.

DateCounterSideSharesPriceFeesConsideration

Dividends received

Cash actually paid into your account. These roll into total return, not into cost basis.

Pay dateCounterAmountYield on cost

Income planner

Set the dividend cheque you want, and this works backwards to the shares and capital each counter would take at today's price and its last full year of dividends.

CounterAnnual DPS (MK)YieldPays/yr Shares neededCapital neededYou earn now

Price sheet

Prices arrive two ways: a job refreshes this page each weekday evening after the close, and you can paste in the MSE daily report any time you have it. Whichever is dated later wins, so your own paste always beats the automatic refresh.

CounterLast price (MK)As atAge

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