Using DBS Vickers and digibank for stock research

If you’ve only got a minute:

• Using DBS Vickers and digibank hand-in-hand allows you to have an updated and consolidated view of your investments, trade, and get research and stock analysis, with ease.
• Key features for investors include stock portfolio updates, daily price updates, customisable portfolio dashboard and personalised financial planning insights.
• Regardless of what type of investor you are, the DBS Vickers platform can be a useful add-on to your research and portfolio monitoring arsenal.

As investors, we have a preferred way of keeping track of our investments. Even in this age of AI, it is still common for some to do it manually, using the good ole spreadsheet.

In all fairness, the excel spreadsheet can offer a consolidated view of our holdings, especially if our investments are spread across different platforms. However, this can be a rather tedious affair as it often requires a substantial amount of time and effort to update.

By using DBS Vickers and digibank in tandem, you have the tools to view all your Central Depository Account (CDP) stockholdings, trade, get research, and perform stock analysis, all at your fingertips!

Now, just imagine what you could do with all that time freed up from your schedule?

Let’s get started

Regardless of what type of investor you are, having a consolidated and updated overview of all your investments is beneficial to holistic financial planning.

This is made easy with DBS digibank. Supercharged by the Singapore Financial Data Exchange (SGFinDex), it gathers all your financial information from:

• Selected banks
• Central Depository Account (CDP) under Singapore Exchange (SGX)
• Central Provident Fund (CPF)
• Housing and Development Board (HDB)
• Inland Revenue Authority of Singapore (IRAS)
• Selected insurance companies

Link your accounts with just a few taps in digibank, here’s how!

5 best functions for a stock investor

Now that you have consolidated all your financial information in one place, make the most of your investment journey with these functions.

1. Stock portfolio updates

When you tap on the “SYNC” button within the Plan tab, all your Singapore-listed stock holdings held in CDP will be updated on a monthly basis. Your foreign investment holdings with our online trading platform DBS Vickers are automatically synced and displayed as part of your invested assets.

For ease of viewing and tracking, if you sell anything, it will be marked as “sold” automatically.

2. Regular price updates

SGFinDex on digibank allows you to track the movement of your investment portfolio value. This includes any CDP and CPF investment holdings you have opted to sync.

3. Snapshot of your holdings

While many platforms allow you to track your overall portfolio, they often require you to manually key in stock prices and data of investments held in other places.

When you link digibank with SGFinDex, information across all your trading platforms is captured automatically

4. Know your investing firepower

After ensuring you have the necessary savings and insurance coverage in place, you can start to place an emphasis on growing your wealth through investing. A good rule of thumb is to invest at least 10% of your take-home pay and have at least 50% of your net-worth in investments.

With digibank, it helps you take care of all these calculations, freeing up your time and energy to focus on making well-informed investment decisions to utilise your idle funds. It also has CPF and SRS assumptions worked in for more accurate data on how you’re growing your wealth.

5. Get personalised financial planning insights

With access to insights from DBS Chief Investment Office (CIO) and weekly market updates, staying abreast of the latest financial news will be a breeze. You will also receive personalised insights and recommendations in accordance with what type of saver or investor you are, to aid in your financial decision making.

Benefits of investing with DBS Vickers

With DBS Vickers, you get access to 7 key global markets, namely the United States (US), Canada, Hong Kong, Singapore, United Kingdom (UK), Australia, and Japan.

You can trade anytime, anywhere, by accessing the platform via DBS/POSB digibank online or the DBS Vickers mTrading App.

DBS Vickers mTrading at your fingertips

With the DBS Vickers mTrading App, you can keep your finger on the pulse of the stock markets more easily and trade with confidence.

Gain new insights powered by TipRanks under the “Stock Details” module on the app. These include analyst forecasts, price targets, and trending stocks across the US, Canada, UK, and Australia markets.

Trade in multiple foreign currencies

When you set up a DBS Vickers Online Trading Account, a DBS Multi-Currency Account (MCA) like My Account, or Multiplier, will also be set up for you.

With this you can easily convert between currencies and settle trades in both local and foreign markets. It also provides ease for your dividend crediting, especially if it is in a foreign currency that you do not yet want to convert back to the local currency.

Read more: What can I do with foreign currency?
Find out more about: DBS Vickers Online Account  

Competitive commission rates

When you place a cash upfront trade, you can enjoy up to 55% lower online trading commissions. This is applicable to buy trades that are placed from trading accounts linked with a DBS/POSB MCA.

Read more: Investment fees for equities in Singapore

Stock research and analysis features

Whether you're a seasoned investor or just dipping you toes into stock investing, the DBS Vickers platform can be a useful add-on to your research and portfolio monitoring arsenal.

Smart Search & Trade

If you know the exact stock you are looking to invest in, you can trade directly by using the Smart Search function. Just enter the stock symbol or name into the search bar, select the correct counter and click on “Trade” to place the trade. Easy-peasy!

Stock screener

Use this to identify stock strategies, customise them according to your preferences, and narrow down stocks that meet your objectives

Stock Search

With the Stock Search tool, you can easily find information like company profiles, news, research reports, financial statements, and financial ratios. You'll even get access to current and historical global analyst recommendations, and research reports by DBS Group Research.

Stock comparer

Compare stocks in the same sector within your watchlists, or against other stocks, to uncover potential investment opportunities. Select up to 5 parameters to make the comparison – there are over 100 to choose from!

Advanced Market Data

Advanced market data is available for active stock investors who have placed enough trades to accumulate a minimum amount in online commission in the Singapore or Hong Kong markets.

It allows you to make real-time detailed comparisons across 4 stocks, view up to 20 levels of Bid and Ask prices and monitor prices on both the buy and sell sides. You can also perform a buy/sell trade on the same screen.

Transaction Screener

Another feature for active stock investors, this allows you to spot market opportunities by identifying major market-moving transactions in real-time. Gauge market trends by displaying trades of the entire stock market with values of more than $500,000 or $1 million.

Charting tools

Choose from an extensive list of technical indicators in Advanced Charting Features, such as moving average, moving average convergence divergence (MACD), and relative strength index (RSI).

The easy-to-use charts make it simpler to navigate the market and monitor real-time movements. You have the option to customise and save your chart templates, giving you essential, personalised information at your fingertips.

There's no doubt that these features would be an invaluable addition to the tools and insights that are already at your disposal. With DBS's wide network, you get extensive insights and a comprehensive suite of services that have unrivalled convenience and access to capital markets in Singapore and worldwide.

Make better trading decisions, today

When there are so many things to do in a day, having the convenience to quickly view and plan your finances can make a world of difference.

With DBS Vickers and digibank working hand-in-hand, you can achieve better financial wellness and make your money work for you more efficiently. Whether you're old or young, an investor or a financial newbie, nothing should stop you from taking advantage of the opportunities to save, protect and grow your money.

If you need additional information on navigating the platform, here are some comprehensive guides to help you get started!

Ready to start?

Need help selecting an investment? Try ‘Make Your Money Work Harder’ on digibank to receive specific investment picks based on your objectives, risk profile and preferences.

Invest with DBS  Invest with POSB

Speak to the Wealth Planning Manager today for a financial health check and how you can better plan your finances.

Let's Meet

Disclaimers and Important Notice
This article is meant for information only and should not be relied upon as financial advice. Before making any decision to buy, sell or hold any investment or insurance product, you should seek advice from a financial adviser regarding its suitability.

All investments come with risks and you can lose money on your investment. Invest only if you understand and can monitor your investment. Diversify your investments and avoid investing a large portion of your money in a single product issuer.

Disclaimer for Investment and Life Insurance Products