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[Step #1]


CDSI Annual Subscription [Basic 3 stocks]

$288.00 exc. tax and admin & processing fee.

Additional information

Package description

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).


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).

Additional 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 to Wishlist
Add to Wishlist

Step 1: Purchase the report and get get purchase ID / order ID

Add to cart , check out and make payment. An invoice will be sent to your registered email address with the purchase ID. This ID will be used to key in the input form later.

Step 2: Provide required input via Input Form.

Sample Reports


Click on image to download/view.


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.

[Step #2]

Input form

Check out how your stock portfolio is performing

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