Untitled Document
Licensed dealer and Financial Adviser   CPFIS Registered Investment Administrator
fundsupermart.com
 
 My Investments
VIEW HOLDINGS
This is where you will be able to track the profit and loss of your current Unit Trust holdings.

  • By Fund Name
  • By Payment Method
  • By Asset Allocation

You can also check the status of your recent transactions and view your historical transactions here.

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ANALYZE MY PORTFOLIO
The "Profit and Loss Snapshot" table illustrates your investment profit and loss since you started investing with Fundsupermart.com, in terms of money inflows and outflows.

  • Absolute Funds Performance
  • Annualized Funds Performance
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UPDATE ACCOUNT
This is where you will be able to update your latest details such as the following:

  • Contact Numbers
  • Email Address
  • CPF Investment Account Details
  • Mailing Address
  • Direct Credit Instruction
  • Forget / Change Password
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MONTHLY STATEMENTS
Monthly Statements allows you to view your Unit Trusts statements as at the end of each month.

You are able to view your statements up to 12 months ago.

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DAILY INVOICES
Daily Invoice allows you to view your Tax Invoices for your purchases.

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MY OTHER INVESTMENTS

My Investments

Fund Watchlist
Track your unit trust investments and be alerted they reach a certain level.

My Stocks
Tracks your stocks investments daily.

My Other Investments
What other investments do you have? Track them here.

Summary Page
Your Investments at one glance.


My Goals

My Retirement
Put in the amount of money you would like to have every month when you retire.

My Wealth Creation
List the things you would like to have in the future and how much they will cost you.

Providing for my kids
List down the estimated expenses you will be spending on your kids until they become self-sufficient.