投資を管理・分析できるアプリ ｜みんかぶアセ ットプランナー

MINKABU THE INFONOID

About this app

SBI Securities account linking is free!
▼Manage stocks and investment trusts from multiple accounts at once ▼Analysis of transaction history ▼Simulation of asset formation such as retirement funds ▼Dividend management

◼️Recommended for these people
① I want to see the trends in stocks, investment trust profits and losses, and assets in multiple accounts at once.
② I want to analyze the transaction history of domestic stocks, US stocks, investment trusts, and NISA.
③ I want to know the profit and loss of each stock, total assets, etc. on a daily, weekly, and monthly basis.
④ I want to simulate asset formation such as retirement funds and education funds
⑤ I want to manage dividends

◼️Popular features (introduced from investor surveys)

▼Manage assets from multiple investment accounts and bank accounts at once
① You can manage the valuations, transaction history, fixed profits and losses, etc. of stocks and investment trusts in multiple investment accounts all at once.
② You can view the asset trends of domestic stocks, foreign stocks, investment trusts, deposits/MRF by period such as weekly or monthly.
③ Create a portfolio for each product, such as domestic stocks, foreign stocks, and investment trusts, and for each account, such as general accounts, specific accounts, and NISA accounts.
④ You can manage your bank accounts, credit cards, and electronic money assets.
*Must be linked with the household account book app Moneytree

▼Analyze buying and selling timing using transaction history
① You can save the buying and selling timing of stocks and investment trusts on stock price charts and analyze the transaction history.
② You can narrow down your transaction history by transaction (spot, credit), product (domestic stocks, foreign stocks, investment trusts, etc.), period, and securities company and display them in a list.
③ You can see the fixed profit and loss for each brand in the transaction details.

▼Asset formation simulation tailored to your life plan, including retirement funds
① You can set a goal such as ``20 million yen in 20 years as a retirement fund'' and simulate asset formation.
② You can manage investments for each purpose of saving money, such as retirement funds, education funds, and home funds.
③ We will calculate the "operation yield" required to achieve your goals and introduce you to low-risk investment products (investment trusts, ETFs).
④ In order to achieve your goals, we will suggest a low-risk portfolio to which products (domestic stocks, foreign stocks, domestic bonds, REITs, etc.) you should diversify your assets.

▼ Dividend management
① You can manage dividends deposited into multiple accounts by month of payment.
② Dividends are automatically calculated for each stock. Display without tax is also supported.
③ You can view the trends and breakdown of dividends in a graph.
④ Display the estimated dividend amount one year from now for each payment month and each stock held. You can simulate the month in which you will receive dividends and the amount deposited.

▼ Manage profits and losses and the latest assets with asset reports *LINE notifications only available on Asepura!
① We will deliver daily, weekly, and monthly information such as the change from the previous day for each stock held, asset trends for each securities account, and total profit and loss.
② You can check the profit and loss of each stock held, the total amount of assets, etc. on LINE. *LINE linkage required

▼ Compare assets with other investors with persona chart
You can narrow down the asset data of investors using Asepla by ``age,'' ``annual income,'' ``investment history,'' ``investment targets (stocks, NISA, etc.),'' and ``total assets,'' and compare them with your own assets.

▼ Divide assets into groups of your choice and manage them
You can manage your assets by creating groups by family such as for children, by purpose such as retirement funds, and by investment such as savings investments.

◼️Differences from other apps
① Operated by Minkabu, one of the largest financial media in Japan
② You can use the contents of "Minkabu" and "Minkabu Investment Trust" such as NISA recommended rankings, popular rankings of investment trusts, stock screening, and Minkabu Magazine.

◼️Compatible accounts
・SBI Securities * Account linkage is free!
・Rakuten Securities
・Matsui Securities
・Mitsubishi UFJ e-Smart Securities (formerly au Kabucom Securities)
・Monex Securities
・Nomura Securities
・Nomura Securities Fund Wrap Account
・Daiwa Securities
・SMBC Nikko Securities
・Okasan Securities
・Mizuho Securities
・Mitsubishi UFJ Morgan Stanley Securities
・Japan Investor Solutions and Technology (JIS&T)
・SBI Benefit Systems
・Japan Record Keeping Network (NRK)

◼️Compatible products
・Domestic stocks (spot)
・Domestic stocks (credit)
・US stocks (spot)
・Investment trust
・Robo advisor
·cash

◼️Security initiatives
① Encryption using SSL
Your information is encrypted using the Internet standard SSL.
Please use it with confidence.
② Initiatives to protect personal information
Regarding the handling of personal information, we have established a basic policy in our privacy policy and strive to protect personal information.
Privacy policy
https://minkabu.co.jp/privacy_policy
◼️Prices: First 30 days free!
1,320 yen / month including tax
*SBI Securities accounts can be linked for free.

◼️About this app
This application is an application that allows you to comfortably use the Internet service "Minkabu Asset Planner". To use it, you need to register as a Minkabu member in advance. In addition, some functions require an application for Minkabu Premium (1,320 yen/month including tax).

◼️Please note
When using the service, please be sure to check the "Terms of Use" and "Privacy Policy".
terms of service
https://info.minkabu.jp/tw_terms/
Privacy policy
https://minkabu.co.jp/privacy_policy


Operating company
Minkabu The Infonoid Co., Ltd.
https://minkabu.co.jp/

What’s new

軽微な修正を行いました。