- Historical USD prices are inferred from the transaction currency when possible.
- For non-USD transactions, enter `USD Price` directly if you want exact historical conversion.
- Live quotes use the server quote endpoint, with fallbacks when a provider is rate-limited.
Welcome
Your money, mapped out.
See your savings, CPF and investments year by year, and whether you're on track for the milestones that matter.
What's inside
Everything in one place
How it works
Three steps to a clear plan
- 1
Tell us about you
Add your age, income and spending on the Profile page. It takes a few minutes.
- 2
Add your goals and events
Retirement, a home, a child, an investment. Each becomes a marker on your timeline.
- 3
Review and adjust
Open the dashboard, see where you stand, and change one thing to see what moves.
Personal Investments
Portfolio Snapshot
Live Prices
Current quote access, source, and fallback status.
Portfolio Allocation
Allocation into different stocks, by current market value.
Price Chart
Asset History
Holdings
Current Holdings
Alerts
Issue Summary
Asset Setup
Live Price Inputs
Transactions
Trade Ledger
Bulk Import
Paste Transactions
Paste transaction lines formatted as Date Type Asset Quantity Price Currency Quote Symbol (one per line, tab-separated, date as YYYY-MM-DD; Currency and Quote Symbol are optional). For a new asset, add Quote Symbol whenever it isn't a plain USD stock ticker or a CRYPTOUSD pair — e.g. Metaplanet on the Tokyo exchange needs 3350.T — and set Currency to match the price shown (Metaplanet trades in JPY, not USD). Ask Claude to transcribe these from your broker's order history if you're pasting from a screenshot — it should look up the correct quote symbol and currency for anything that isn't a standard US stock or crypto pair rather than leaving them blank.
FIFO Ledger
Open And Closed Lots
FIFO Matches
Realized Match History
Warnings
Attention Items
Checks
Data Quality
Notes
Reference Notes
Life Planning Dashboard
Getting started
Your plan in 6 steps
Getting started
Your plan in 6 steps
Fill in income, initial savings, and expenses on the Profile page before using the dashboard.
Goals
Plan Comparison
Compares your active plan against any other saved plan for this client.
Create a second plan (see the plan switcher above) to compare it against this one.
Year breakdown
Coverage and income allocation for the year you pick on the chart
Year breakdown
Coverage and income allocation for the year you pick on the chart
Coverage & Income Allocation
Investments
Capital invested vs. value for each holding
Cash Flow Events
CPF payouts, premiums, loan repayments and other events in this year
Cash, CPF, And Investments By Age
Events
Timeline, table & assumptions
The full year-by-year numbers behind your plan
Timeline, table & assumptions
The full year-by-year numbers behind your plan
Event Timeline
Projection Table
Highlighted rows: cash savings fell below the 6-month emergency fund (6 × that year's monthly expenses, per MAS/MoneySense guidance).
Assumptions
Every rate, return, and inflation figure this projection relies on, in one place.
Add Event
The dashboard updates as soon as this event is saved.
Your Investments
Portfolio
No investment portfolio has been linked to this profile yet — ask your adviser to assign one from Client Portfolios.
Life Planning Profile
Profile Inputs
Profile Inputs
Changes here are saved with the floating "Save Changes" button.
Save vs Invest
Setup
Bank Savings vs Investing
See what happens to the same monthly habit if it sits in a bank account instead of being invested — and how much inflation quietly costs you either way.
Result
Projected Value
Investment Comparison
Setup
Products
Pick a product and fill in the details. All relevant bonuses and charges are factored in automatically.
Result
Projected Growth
Transparency
What's Factored In
The exact bonuses and charges applied in the calculation for each product above.
Adviser Workspace
Client Portfolios
Actual policies, fund holdings, charges, bonuses and activity. These records are never added to client financial-planning profiles.
Fund Data
Fund price sync
Checking the latest valuation…
Automatic update: daily at 12:00 PM Singapore time.Where each fund's prices come from
Great Eastern's feed only covers its own GreatLink funds. Other funds (for example Prestige Portfolio's BGF and LionGlobal funds) need a price source: find one automatically (Lion Global's own prices for its funds, otherwise the Financial Times, always checked against the statement price), or paste prices. Sync Now and Backfill History then keep them up to date too.
Importing a statement can also create the client automatically.
Portfolio Client
Client
All Products
Overall Fund Allocation
Combined allocation across every holding in this admin portfolio record.
Adviser Workspace
Import Benefit Statement
Paste a complete Benefit Information statement. You will review the client, product, holdings, bonuses, fees and fund activity before anything is saved.
Nothing is saved until you confirm the reviewed import.
Admin
Create Client Profile
Create a profile only, or add a client login at the same time.
Admin
Current Profiles
Settings
Account Security
Use the placeholder password once, then change it here.