standard life my smart planner for android (singapore) - portfolio and watch list

12
Managing your investment portfolio and maintaining your watch list A guide to Standard Life My Smart Planner Android app

Upload: standardlifeaem

Post on 01-Nov-2014

91 views

Category:

Mobile


0 download

DESCRIPTION

Learn how to manage your investment portfolio and maintain your watch list of fund options on Standard Life's Android app for Asia & Emerging Markets.

TRANSCRIPT

Page 1: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Managing your investment portfolio and maintaining your watch listA guide to Standard Life My Smart Planner Android app

Page 2: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Choose your Standard Life office

When you first launch the app after installation, select your Standard Life office from the list by tapping here

Page 3: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

3

Choose your Standard Life office

Then tap “Next” to confirm

Tap on the radio button and “Confirm” button on the list, your selection will be shown here…

Page 4: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

4

Choose your Standard Life office

You can confirm your Standard Life office selection within the Navigation Drawer

If you need to re-select the office, please go to the “About” section and tap on “Selected office” to make the change. Your latest change will be stored in the app so you don’t have to change it every time

Page 5: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Investment search

You can search for investment choices by keyword…

…or search by different combinations of investment categories.

Tap here to “Clear all” if you want to start over.

Tap “Search” for a list of all available funds that match your criteria.

Page 6: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Category search

Tapping on different categories will bring up full list of all available investment manager, asset class, or investment universe.

Page 7: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Example

For example, you can search for all funds available from a investment manager

Page 8: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Fund overview and Rate of return

Overview of FundsCumulative Performance (Year to date, 1 year, 3 years, and 5 years)

Calendar Year Performancefor the last five years

You can display different information of the funds based on:

Page 9: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Fund details

Name of the fund and the fund manager of the fund

Performance chart of the fund. Tap on the chart to enlarge the chart

Explanation of the fund’s investment objective

The Bid Price and Offer Price of the fund

Rate of return by calendar year and cumulative performance

Tap the menu to access other functions on the app

Page 10: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Adding funds to the Watch List

Tap the “Add to watch list” button to add funds to the Watch List. You can add a maximum of 30 funds to the Watch List.

To access the Watch List, tap

on the watch list button on the

menu.

Page 11: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Open Access – Information is intended for a public audience

Edit the Watch List

You can remove a specific fund from the Watch List by tapping on the delete button

Tap and drag this button to organize your watch list to the display order

you wanted

Tap here to edit your watch list

Tap here when you are done

Page 12: Standard Life My Smart Planner for Android (Singapore) - Portfolio and Watch List

Standard Life International Limited (Singapore Branch) is the Singapore branch of Standard Life International Limited and is registered in Singapore (T12FC0118K) at 30 Cecil Street, #26-00 The Prudential Tower, Singapore 049712. Authorised and regulated by the Monetary Authority of Singapore as a direct life insurer.

Standard Life International Limited is a company registered in Ireland (number 408507) at 90 St Stephen's Green, Dublin 2. Standard Life International Limited is authorised and regulated by the Central Bank of Ireland.

www.standardlife.sg

0814SG1143 V1 © 2014 Standard Life, images reproduced under license

For more information about the app, please visit

www.standardlife.sg/app