Portfolio Manager · Public Mutual Consultants

Every Client's Portfolio — Accurate, Professional, in One Place.

SteadyInvest is the portfolio manager built for Malaysian Public Mutual unit-trust consultants. Import statements with AI, track real returns and CAGR, and give every client a professional self-service portal. Free to start — no credit card.

Start Free — 2 Clients, No Card View Pricing

Free plan · No credit card · Built for Public Mutual

Ahmad's Portfolio +18.4%

Total AUM

RM 248,500

CAGR

+9.2% p.a.

PB Growth Fund RM 92,400 +21%

Public Ittikal RM 84,100 +15%

PB Asia Equity RM 72,000 +19%

Statement imported

128 transactions

From Messy Statements to Clear Client Reports

Stop reconciling spreadsheets by hand. SteadyInvest turns raw Public Mutual statements into accurate, professional portfolios you can show any client with confidence.

182 funds

Public Mutual, daily NAV

100+ pages

AI-imported in minutes

Real CAGR

From true cost basis, not Excel

Built for the Way Consultants Actually Work

Everything you need to manage your clients' portfolios accurately, professionally, and at scale.

AI Statement Import

Drop a Public Mutual PDF statement — even 100+ pages — and AI extracts every transaction for you. No more manual typing or Excel reconciliation.

Accurate Returns & CAGR

Real returns computed from actual cost basis (FIFO) per holding and account — clearer and more honest than the raw statement.

Professional Client Portal

Give each client a branded login to see their holdings, goals, and your tutorials — in English, BM, or 中文. Fewer 'what's my return?' calls.

Never Miss a Follow-Up

Get flagged when a client hasn't been met in 90 days, when a birthday is near, or when a NAV alert triggers — protect every renewal.

Fund Navigator & Discovery

All 182 Public Mutual funds with daily NAV, plus faceted search by sector, region, risk, and EPF/PRS eligibility.

Grow Your Team

Invite downlines to share your tutorials, fund research, and announcements — and manage their access as your agency grows.

Start Free. Upgrade When You Grow.

Manage 2 clients free, forever. Go Pro for unlimited clients and more AI when your book grows.

Free

RM0 forever

Everything to manage your first clients.

Up to 2 clients
AI statement import (5 AI actions/mo)
Real returns & CAGR
Client portal (EN / BM / 中文)
Fund navigator — 182 funds
100 MB storage

Start Free

Pro

Cancel anytime

RM11.99 /mo

For consultants growing their book.

Everything in Free, plus:

Unlimited clients
150 AI actions / month
30 GB storage
Up to 50 downline invites
Per-account AI insights
Priority support

Go Pro

All prices in MYR. Cancel anytime. No credit card for the free plan.

Ready to Manage Your Book Like a Pro?

Join Malaysian Public Mutual consultants who track returns accurately and impress clients with a professional portal — start free.

Start Free on SteadyInvest

Free plan · No credit card · Upgrade anytime