Alerts
Birthday alert
Investment achieved target alert
Investment cut loss alert
EPF reinvestment alert
Events Calendar
Entry
1 Touch Entry (Spreadsheet**)
Investor Management
Fund Account Management
Auto-Debit Management
Market Movement
Fund Price Movement
Projection Fund Price
Download From Website
Unit Split Management
Dividends Management
Unit Trust Company Management
Unit Trust Fund Management
 
Formulas
Average Cost/Unit
Return On Investment (%)
Annualised Growth (%)
Redeem Cost (RM)
Redeem Profit (RM)
 
Optional PDA Enquiry Module
Compaq 1910, Compaq 6365, etc
Dell Axim x50, etc
O2 XDA II, O2 Mini, etc
Sony P900, Sony P910, etc
Treo 600, Treo 650, etc
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Reports
Return On Investment By Individual Fund
Return On Investment By Individual Purchase
Investment Graph By Individual Fund
Investment Graph By Individual Purchase
Asset Allocation By Fund Category
Asset Allocation By Investment Plan
Projection Increment By Individual Fund
Projection Increment By Individual Purchase
KLCI vs Fund Price Graph
Market Review Report
Investment Status By Investor
Investment Status By Fund
Investment Status By ROI
Investment Listing By Date
Investment Listing By Investor
Investment Listing By Fund
EPF Reinvestment By Date
EPF Reinvestment By Investor
Last Investment Listing By Date
Last Investment Listing By Investor
Mailing Label By Investor
Mailing Label By Month Of Birth
Mailing Label By Race
Mailing Label By Religion
Investor Contact By Name
Investor Contact By Town
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