MyFCN 結構型商品管理

About MyFCN 結構型商品管理

MyFCN is a portfolio management tool designed for holders and financial advisors of structured products (FCN fixed-income linked products, ELI equity-linked investment products). It helps you track existing products purchased from financial institutions, providing a complete lifecycle overview of each contract from entry to exit.

■ Key Features

・Contract Lifecycle Tracking: Clearly manages the start date, observation period, end-of-period evaluation date, and maturity date of each contract, automatically generating observation periods for each period's returns.

・KO/KI Monitoring: Automatically determines automatic early redemption (KO) and lower limit trigger (KI) events based on closing prices, supporting memory-based KOs and US/European KIs, with proactive alerts when triggered.

・Dividend Calculation: Automatically calculates dividend amounts for each period, handles margin periods, early exit allocation, and ELI segregated taxation, clearly presenting each cash flow.

・KI Stock Portfolio Tracking: Tracks positions converted to stock delivery after KI triggering, continuously tracking stock gains and losses, presented separately across currencies.

• Profit and Loss & Reporting

MyFCN is a portfolio management tool designed for holders and financial advisors of structured products (FCN fixed-payment linked bonds, ELI equity-linked investments). It helps you track existing products purchased from financial institutions, providing a complete lifecycle overview of each contract from entry to exit.

■ Key Functions

• Contract Lifecycle Tracking
Clearly manage the start date, observation period, end-of-period evaluation date, and maturity date of each contract, automatically generating observation periods for each period's returns.

• KO/KI Barrier Monitoring
Automatically determines automatic early redemption (KO) and lower limit trigger (KI) events based on closing price, supporting memory-based KOs and US/European KIs, with proactive alerts when triggered.

• Payout Calculation
Automatically calculates payout amounts for each period, handles guarantee periods, early exit allocation, and ELI segregated taxation, clearly presenting every cash flow.

• KI Stock Portfolio Tracking

Tracking positions converted to stock settlement after KI triggering, continuously tracking profit and loss across currency levels.

• Profit and Loss & Reports
Overview of contract profit and loss, summary by holder, annual dividend cash flow statement (distinguishing between FCN overseas income and ELI domestic taxation), and the ability to print detailed reports for reference in overseas income calculation and tax management.

• Calendar
Integrates observation dates, dividend dates, maturity dates, and market closures into a monthly calendar and list view.

• Instant Notifications
Receive push notifications via email and LINE for important events such as KO/KI triggering, dividend payments, and maturity exits.

• Multiple Identities and Holder Management
Supports financial advisors managing multiple clients and contracts, and allows creating read-only accounts for holders.

■ Note

This app is a position recording and reporting tool to help you manage existing products "purchased from financial institutions." It does not provide any order placement, investment advisory, or fund transfer services. All price information is based on the official closing price stipulated in the contract.

Account login required. Privacy Policy: https://intro.myfcn.app/privacy

・Calendar: Integrates observation days, dividend payment dates, maturity dates, and market closures into a monthly calendar and list view.

・Instant Notifications: Sends push notifications via email and LINE for important events such as KO/KI triggers, dividend payments, and maturity exits.

・Multiple Identities and Holder Management: Supports financial advisors in managing multiple clients and multiple contracts, and allows holders to create read-only accounts.

■ Notes

This app is a position recording and reporting tool to help you manage existing products "purchased from financial institutions." It does not provide any order placement, investment advisory, or fund transfer services. All price information is based on the official closing price stipulated in the contract.

Account login required. Privacy Policy: https://intro.myfcn.app/privacy