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How to use
1Click Add Policy / Add Investment or Upload CSV or Load from Paste to start. Upload CSV overrides the existing data unless there is no data for the table
2Under A., Annual Prem ($) is auto-calculated. Under B., Action refers to Addition of capital or Withdrawal of capital, denoted by + or − figures respectively
3Download CSV or Print for records
4Clear All to erase all data or ✕ to delete any row. Clear cache to remove data from local browser entirely
Portfolio Management
Insurance policies & iFast investments
A. Insurance Portfolio
No. of Policies
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Wealth Protection
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Wealth Accumulation
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Annual Medisave Premium
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Annual Cash Premium
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Total Death / TPD
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Total ECI / CI
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# Insurer Life Assured Policy No. Policy Name Planning Pillar Coverage Category Effective Date Maturity / Expiry Prem. Term Prem. Freq. Medisave Prem ($) Cash Prem ($) Annual Prem ($) Death/TPD ($) CI/ECI ($) Payout ($) Other Benefits ($) Hospital Plan Notes
Totals
A2. Insurance Summary — by Pillar › Category
Pillar / Category Life Assured Annual Prem ($) Death/TPD ($) CI/ECI ($) Payout ($) Other Benefits ($) Hospital Plan
No data — add insurance policies above
B. iFast Investment Tracker
Total Investment Cost
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Withdrawal
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Cash
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SRS
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CPF-OA
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# Account No. Account Name Date Mode Action Currency Investment Amount ($)
Total/Net Investment Amount
Important Disclaimer: This tool is for illustrative and record-keeping purposes only. It does not constitute financial, investment, tax or legal advice. Figures are based on information provided by the user. Please verify all data against official policy documents and account statements. Past performance is not indicative of future results.