i-Secure MF / Insurance Tracker

i-Secure Tracker - Mutual Fund 

  • Portfolio gain / loss report
  • Folio ledger report
  • Portfolio asset allocation
  • Portfolio exposure
  • Portfolio valuation
  • Portfolio transaction summary
  • Short / long term gain/loss report
  • Fund performance

i-Secure Tracker - Insurance

  • Policy register
  • Policy snapshot
  • Premium due
  • Premium outstanding
  • Annuity statement
  • Cash flow due
  • Comprehensive chart
  • Fund snapshot



Comments