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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

CDS Insights-AI Premium

Select and purchased in your preferred currency

$50.00 exc. tax and admin & processing fee.

Additional information

Description

A more in-depth analysis not just at your overall portfolio level but zoomed into the stock level as well.

Pricing Note

The PREMIUM price is per stock and is purchased on an ad-hoc basis. Please add to the shopping cart the same quantity of stocks if your portfolio has more than one.

Deliverables

A CDS AI-Insights Premium report will be delivered to your inbox within one working day.

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SKU cdsi-premium Categories , ,

Pricing Guide

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

(Pricing stated is in USD and subject to changes.)

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.

Check out how your stock portfolio is performing

Convert your e-statements that contain your stock holdings into a set of personalised analysis

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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