User guide¶
Welcome to the Panthera Insight user guide. This is the place to learn how to install the app, sign in to your account, find your portfolio reports, download PDFs, and manage your account settings.
The app is designed to be simple: it shows you your latest report, lets you browse and download the latest report(s) prepared by Panthera Singapore's team, and gives you control over a few security and appearance settings. There are no trades to place, no buttons that move money, and no advice generated by the app itself.
Indicative information only — UBS and NAV records prevail. The information displayed in Panthera Insight is for indicative reference only and may be subject to delay, omission or error. In the event of any discrepancy, the transaction records, valuations, statements and data provided by UBS AG and NAV Fund Services (or any successor fund administrator engaged by Panthera) shall prevail and shall constitute the sole authoritative record of your holdings. Please contact your Panthera relationship manager immediately if you notice any inconsistency.
Continuing to use the app means accepting the terms. Tapping "Accept" in the app — and any continued use of the app thereafter — constitutes acceptance of the Disclaimer & Acknowledgement, the Privacy Notice and the Terms of Service in full, including any future amendments.
In a hurry?¶
If you just want the essentials — install, sign in, find your report, download a PDF — start with the Quick start. It is a single page that walks you through the whole happy path in a few minutes. The other pages go deeper on each screen.
What's in this guide¶
| Section | What it covers |
|---|---|
| Quick start | One-page brief: install → sign in → view a report → download a PDF. |
| Getting started | Installing the app on iPhone or Android, what to expect on first launch. |
| Signing in | Email-code sign-in, the "Keep me signed in" choice, and how device unlock re-opens the app. |
| Disclaimer & Acknowledgement | The first-launch legal acknowledgement and what happens if you decline. |
| Viewing your reports | The home screen, switching between accounts, swiping between chart types, refreshing. |
| Downloading reports | The downloads archive, filtering by profile, saving and previewing PDFs. |
| Settings | Appearance, text size, security, sign-out, and deleting your account. |
| Security & privacy | The lock-on-resume gate, what stays on your device, what gets sent where. |
| Troubleshooting | Common issues and where to look for the fix. |
About the app¶
Panthera Insight is provided to existing clients of Panthera International Asia Capital Pte. Ltd. — an entity regulated by the Monetary Authority of Singapore (MAS) under Capital Markets Services Licence CMS101735 for fund management. The app does not process payments, hold funds, or transmit money. Reports are produced by Panthera Singapore's team and made available to the named client through the app.
Who to contact¶
For anything specific to your portfolio or the contents of your reports, please contact your Panthera relationship manager directly.
For app-related questions (sign-in problems, an error message, suspicious activity on your account), email it@pantherafo.com.
For privacy notices, terms of service and account-deletion procedures, visit the legal & privacy site.