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Converting Stock Brokerage Statements into Powerful Insights

MyFinB is providing an AI-based system to convert the e-statements that contain your stock holdings into a set of personalised analysis. Called CDS Insights, the built-in Natural Language engine helps CDS account holders with insights on how they have performed, the underlying financial health of the companies , the strategic effectiveness of their business models and the key areas that the Board / Management must do to address any gaps or risks.

Key Benefits

Pre-launch Promotion

Sign up now and enjoy big discounts before official launch on 30 April 2021.

Add-on Stock per Year [for CDSI Subscription]

Select and purchase in your preferred currency:

$186.00 $96.00 exc. tax and admin & processing fee.

Additional information

Description

The price shown is for one (1) additional stock/ year (12 months) in your portfolio (statement of account) that has more than a maximum of 3 stocks covered in the annual package.

Deliverables

The stock will be counted and analysed together with the other stocks in your stock statement of account submitted to MyFinB each month.

Annual Subscription

This additional stock should be purchased only if you are purchasing or have already purchased the basic annual subscription package.

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SKU cdsi-addon-yearly Categories ,

Pricing Guide

Price shown is per one stock. If your portfolio has more than 1 stock, please purchase the quantity of stocks accordingly.

PREMIUM

One-time In-depth Report.
US$75
US$ 50 per stock
  • Process under 1 working day
  • Your Stock Exposure
  • Your Portfolio Overview & Analysis
  • Model Portfolio Overview & Analysis
  • Individual Stock Analysis
Ad-hoc

ANNUAL SUBSCRIPTION

Get Lite Report Each Month
US$15.5
US$ 8 per stock
  • Process under 1 working day
  • Your Stock Exposure
  • Your Portfolio Overview & Analysis
  • Model Portfolio Overview & Analysis
  • Digital Platform
  • Monthly Group Advisory Briefing
  • Cover min. 3 stocks per month, add on as desired
  • Individual Stock Analysis @ USD10
  • Subscribe for min. 12 months
Best Value

Sample Reports

Premium

Click on image to download/view.

Subscription-Lite

Click on image to download/view.

There are dozens of digital investment platforms that showcase dashboards and metrics of stock positions held by investors. What investors need are personalised research insights and foresight - of what they hold, market sentiments and uncertainty as well as the fundamental risks associated with the stocks being held. AI can help provide management, board and decision makers a fast and simple way to understand complex and voluminous data.We feel that in today’s space, spending money sourcing and aggregating data, spreadsheets and dashboards as mechanisms to understand data simply aren’t value for money.

Input form

Please provide the data via the form below for us to generate for you. Data can be submitted after you have made the order.

(If you are using a mobile device, browse the form in landscape mode for ease of viewing and editing).

DATA SUBMISSION METHOD

BACKGROUND INFORMATION

STOCK INFORMATION

Selected Value: 3
Max. 20 stocks
Multiple options selection enabled.
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