$8.00 – $288.00 exc. tax and admin & processing fee.
Annual Package | This basic annual subscription package (purchased in advance) covers a minimum of 3 stocks / month for a period of 12 months (36 stocks in total). |
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Add-on Stocks | If you have more than three (3) stocks in your portfolio each month, please do purchase the additional quantity (Add-on Stocks) accordingly. |
Add-on Individual Stock Analysis | The analysis of the stock(s) – to be specified via input form / remarks / purchase notes – within your portfolio. These analyses will be added to your monthly CDSI-LITE report. Reference of analysis can be referred to the section of individual stock analysis in CDSI PREMIUM report. |
Deliverables | Each month, you will get one (1) report based on the number of stocks in your stock statement of account submitted to MyFinB (via file uploading or data key-in). |
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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.