My 投資信託- 投信や株式の資産管理、投資情報アプリ

by Wealth Advisor Co., Ltd.


Finance

free



Various charts and powerful fund search,With the portfolio function, you can quickly check the profi...

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Various charts and powerful fund search,With the portfolio function, you can quickly check the profit and loss status and data by asset class. Wealth Advisors "My Investment Trusts" allows you to check the base prices of all open-type investment trusts in Japan, and supports your asset management from various charts, top-selling and investment performance ranking information.◆Export/Import functions addedAdded watch list export/import function.With this, it is possible to take over the stocks registered in the watch list in the previous application.◆Significantly expanded fund informationMultiple charts and information provide a comprehensive understanding of the funds contentsIf you are unsure about which fund to choose, we recommend using the comparison function.You can also search for defined contribution pension (401k) dedicated funds, so you can also obtain information on iDeCo compatible funds. ◆Extensive stock management functionQuick price check with WatchlistDetailed profit and loss management in the portfolioIt also supports accumulated investment, so you can also manage Tsumitate NISA (Nisa) assets.Full of information on world stock indices such as the Nikkei Stock Average (stock prices are updated at closing prices).◆ Search and ranking function that allows you to select funds from various anglesSearch by detailed conditions such as funds with excellent long-term management and funds with high net assetsCollect new investment information by utilizing total return and capital inflow/outflow rankings, etc.◆ Detailed analysis is possible based on the return and asset composition of each yearMore detailed and deeper analysis, effective use in asset managementSupports overseas indices and exchange rate information■ Function ListRegister your favorite stocks in the watch list and easily check price movements on a daily basis.◇Investment trustsDisplay various charts such as non-consolidated, comparison, accumulation, inflow and outflowDetailed data such as sales companies, dividends, net assets, etc. Confirm return and risk indicatorsIt is also possible to compare with compatible funds, competing funds, and benchmarks Prospectus, investment report, monthly report download Fund performance factors are broken down by country and by asset◇Stocks/ETFsConfirm stock price Related news is also displayed◇IndexYou can check indicators and link to related news◇Forex You can check high and low prices and link to related newsYou can operate and manage assets by linking with your WA club member ID. Profit/Loss Information/Registered Stock Information/Data by Asset Class/CostCheck the ranking information of various categories such as total return, fund inflow, etc.Check trends with daily rankings of inflows and outflowsDirect links to ranking pages for stocks, domestic/overseas ETFs, and cryptocurrenciesSearch for your favorite fund with various condition settings, sorting, and stock comparison functionsLong-term search for data such as total return and Sharpe ratioSearch stocks and ETFsSearch a large number of indices and exchange dataNew fund and the latest fund news based on inflow and outflow data analysis, etc.Financial calculator function useful for calculating yields for asset formation and asset utilizationEasy-to-understand investment trust terminology for beginnersSeminar/event informationThe information posted on the "My Investment Trust" app does not meet the display requirements for advertisements, etc. based on the Financial Instruments and Exchange Act.If you are interested in sales company headquarters, please contact your Wealth Advisor.