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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 by 31 January and enjoy big discounts before official launch on 14 February 2021.

CDS Insights-AI

$8.00$50.00 exc. tax and admin & processing fee.

Additional information

Premium

A more in-depth analysis not just at your overall portfolio level but zoomed into the stock level as well. This is a one-time off report.

Subscription

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).

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.
[Applied only if you are going to purchase or have subscribed the annual subscription package.]

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.

[Applied only if you are going to purchase or have subscribed the annual subscription package.]

$75.00 $50.00 exc. tax and admin & processing fee.
+ ADD TO CART$8.00$288.00 exc. tax and admin & processing fee.
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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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