Personalized Fund suggestions

Fundmart analyzes each investor’s personal data to identify the three most suitable funds based on their risk appetite and actual investment behavior.
As a result, every investor receives a customized fund list, helping shorten the selection process and focus only on the most relevant opportunities.
With just a few simple adjustments, the recommended list automatically updates, staying flexible throughout every stage of your investment journey.

Fund Comparision

Compare funds side by side using essential criteria such as performance, risk level, management fees, portfolio composition, and investment strategy.
This allows you to quickly evaluate which fund best matches your needs and risk tolerance.
Fundmart also lets you benchmark fund performance against market indices, helping you see whether a fund is outperforming or underperforming the broader market.

Rankings & Notable Portfolios

Easily choose from ranked funds and notable portfolios which automatically updated based on performance, risk, and fund history.
No more time spent searching — Fundmart brings you the most optimal investment choices instantly.

Additional Personalized Features

Experience new Fundmart features for simpler, faster, and more personalized fund investing:

• Gold Tag: Mark and prioritize your favorite funds directly on the price board and stay instantly updated on any changes.
• Quick search:  Find any fund in seconds — just type a few letters.
• Smart filter : Select funds that perfectly match your personal investment criteria.
• Watchlist: Save your preferred investment strategies by goal, helping you make faster and more optimized decisions.

Stress Test

The Stress Test feature allows you to quickly evaluate the potential impact of adverse market events, helping you manage risk and optimize investment performance.

• Simulates past negative market scenarios in a concise and easy-to-understand format.

• Assesses potential losses of your investment opportunities under adverse conditions, with comparison to the VN-Index and other investments.

Dollar-Cost Averaging Backtesting

The DCA Backtest tool helps you compare the effectiveness of different investment methods — lump-sum investing, periodic investing, or a combination of both — so you can choose the approach that best fits your goals and market outlook.

• Easy-to-understand comparison: Evaluate the performance of each investment strategy over time.
• Suitable for all financial plans: Designed for investors with a lump-sum amount, regular income, or a combination of both.
• Optimize returns and manage risks: Identify which strategy delivers the best growth potential across different investment horizons.

Profit Simulation

This innovative tool offers an interactive investment experience, using actual market price data from the past three years to simulate three market scenarios — Positive, Base, and Negative — helping you estimate potential returns based on your preferred investment or reinvestment frequency.

• Real transaction data enhances reliability.

• Comprehensive insight into both risks and return potential.

• User-friendly interface suitable for all types of investors.