still not able to login from website. via pc
apps login is okay,

What fund(s) you have in your portfolio?

Hi - can I ask the meaning of 'lock profit' is to sell the whole fund or withdraw out partially?

OK so REITS are out. Where are you all placing your bets ?

Hi All, I've decided to do a quick clean-up and finally release the v3.1 excel spreadsheet for those adventurous enough to explore.
Should be no issues as I've personally been "testing"(using) it myself for the past 2 years (albeit only added Currency Updater yesterday)

Download Link:
2.2B Stable Version:  http://bit.ly/polarzbearzPortfolioSummary2b  (this is the previous stable version patched for FSMOne)
3.1 Latest Version (this one): http://bit.ly/polarzbearzPortfolioSummaryv31a
FSM Conversion Tool (only compatible with v3.1):  http://bit.ly/polarzbearzPortfolioSummaryConversionToolv31a 
Just a few important notes to list down:

1. If you're currently using my previous v2.2 stable, you can use the "Polarzbearz's FSM-to-Spreadsheet Conversion Tool" and go to the section for "2.2 to 3.1 FILE CONVERSION". Otherwise, you can re-import and convert latest FSMOne historical data using the same tool.
   
2. If you're using the Stock Updater feature, get your stock codes from Yahoo Finance, applicable for all markets (NYSE, KLSE & HKEX). Example: Xiaomi Corporation -> https://finance.yahoo.com/quote/1810.HK/ (Stock code is '1810.HK' to be input into Excel)
   
3. If you want to use Currency Updater, there's a few step required to first get yourself an API key via https://app.exchangerate-api.com/, and update "Reference Data" >> cell D5 (API key)
   
4. This file contains sample data in "Investment Details", "Portfolio Snapshot", "Fund Snapshot", "Fund Snapshot Exclusion", "Fund Factsheet". UPDATE/REMOVE as required before proceeding!!!!
   
5. No changes should be required for "Currency", "Fund Info", "Fund Allocation", "Portfolio Summary", "Fund Pivot (Profit)", "Fund Pivot (IRR)" as these are all automated updates. Do not touch anything unless you know what you're doing
   
6. As this is a free tool, no guarantees whatsoever will be provided. Best-effort-basis support will be given to those who needs it, but would be best if you are comfortable navigating around Excel
   
7. This version is only fully tested on Microsoft Excel 2016 and above (incl. Office 365), on Windows 10 PC. Unfortunately I don't have a Mac to test it so you'll be on your own
   

This will probably be my last release, if anyone's interested feel free to take it forward - it's open source

Many thanks to idyllrain as he've been helping out alot throughout the implementation especially when it comes to initial setup for price-fetcher update (since my programming knowledge's rottening )

Enjoy!

Many thanks for this useful tool. appreciate it.

OK so REITS are out. Where are you all placing your bets ?

Public Mutual launches healthcare global equity fund

https://www.thestar.com.my/business/busines...bal-equity-fund

How about Affin Hwang World Series – Global Disruptive Innovation Fund?

Public Healthcare-Global Equity Fund will invest at least 30% of its net asset value in healthcare-related stocks and collective investment schemes, with the balance in other sectors with resilient growth and long-term structural trends

can get in FSM
UNITED GLOBAL HEALTHCARE FUND - CLASS A - MYR ACC
https://www.fundsupermart.com.my/fsmone/fun...Class-A-MYR-Acc

AFFIN HWANG WORLD SERIES - GLOBAL HEALTHSCIENCE FUND - MYR
https://www.fundsupermart.com.my/fsmone/fun...cience-Fund-MYR

How about Affin Hwang World Series – Global Disruptive Innovation Fund?