FOLIO - AI投資ROBOPRO｜資産運用はおまかせ

FOLIO Co., Ltd.

About this app

ROBOPRO, an AI investment service provided by FOLIO, a member of the SBI Group, is a fully automated asset management service that uses AI to predict future financial markets and make investment decisions.
By flexibly adjusting investment allocations across up to eight global assets based on AI predictions, you can reduce risk and achieve returns.

■FOLIO FY2024: No. 1 Increase in Discretionary Investment Contracts for Wrap Services for the Third Consecutive Period
*1 The increase in "investment management" contracts (total of individuals and corporations) for Japan Investment Advisers Association members listed in the "Contract Asset Status: Wrap Services" statistical data by the Japan Investment Advisers Association (JIA) from the end of March 2024 to the end of March 2025 (FOLIO survey as of June 2025). The number of FOLIO contracts is the combined total of contracts for SBI Wrap, Himegin Wrap, and discretionary investment services provided by FOLIO.

▶What is ROBOPRO?

■ Fully Automated Asset Management Service
The time-consuming asset management process can be completely automated if you try to do it yourself. ROBOPRO handles all the stock research, selection, monitoring, and periodic reviews, so you can leave it to us.

We are used by many users, from beginners to experienced investors.

■ AI-Based Future Predictions and Flexible Investment Allocation Changes
We use AI to analyze over 40 types of market data and combine approximately 1,000 features to predict future financial market trends. This highly unique service aims to adapt to any market situation by flexibly adjusting investment allocations once a month based on AI predictions.

■ Adjust Risk to Achieve Outstanding Performance
Invest in up to eight global asset classes, including stocks, bonds, real estate, and gold. Adjust risk to achieve outstanding performance by increasing the allocation of offensive stocks at times and defensive gold at other times.

■ Complete on Your Smartphone with Reliable Support
From account opening to investment management, you can complete everything with just your smartphone. Even after you start investing, we offer free seminars tailored to your level and various reports, providing comprehensive follow-up support.

■ Supporting long-term asset building through installment investment
ROBOPRO allows installment investment starting from ¥10,000 per month. We also offer a "Long-Term Installment Bonus Lottery Program" that offers a cashback on fees based on the number of consecutive installments, supporting your long-term asset building.

▶ Recommended for

- Busy and don't have time to study investing
- Want to outsource "rational decision-making" that is difficult for humans to make to AI investments
- Want to efficiently achieve returns while adjusting risk
- Currently holding assets such as stocks and want to further diversify their investments

■ About Management Fees, etc.
The management fee is 1.1% per annum (tax included). This includes trading costs due to monthly investment allocation changes.
*A discount rate of 0.55% per annum (tax included) applies to amounts over ¥30 million.

▶ Performance

■ Annualized return is 17.91% (※2)
※2 About ROBOPRO annualized return: This figure represents the geometric mean return of investments made in the ROBOPRO service from the service launch (January 15, 2020) through September 30, 2025. Performance is calculated assuming a 1% annual management fee (1.1% including tax) and consistent rebalancing to maintain the optimal portfolio. Dividends are automatically incorporated into investment contributions and reinvested through rebalancing. Taxes on dividends and capital gains at the time of rebalancing are not taken into account.

Figures are rounded to the third decimal place.

■ 99.9% of clients with a one-year or longer tenure achieved a positive return (※3)
※3 As of September 30, 2025. Rounded to the second decimal place.
Performance data is based on past performance and does not imply or guarantee future results.

■ Performance
For the latest performance information, please refer to the performance report on our official website.
https://ai.folio-sec.com/performance-report

▶ For your peace of mind

■ Operated by SBI Group's FOLIO
FOLIO Co., Ltd., the provider of ROBOPRO, is a group company of SBI Holdings. We provide AI-based asset management expertise to SBI Securities Co., Ltd.'s fully automated AI investment service, the "SBI Wrap AI Investment Course," and as an investment manager, we make investment decisions for SBI Wrap.

■ Initiatives to Protect Customer Assets
We implement robust security measures, including encrypted transmission. We also segregate assets held by FOLIO. This segregation ensures that held assets will be returned to customers even in the event of FOLIO's bankruptcy.

▶About Using the App

Terms and Conditions
https://folio-sec.com/support/terms/agreement
Fees and Risks
https://folio-sec.com/support/terms/transaction-fees
Software Terms of Use
https://folio-sec.com/support/terms/software
Privacy Policy
https://folio-sec.com/support/policy/privacy
Notes:
- Performance data, AI-based future forecasts, or sample figures in images do not imply or guarantee future performance.
- This page is the FOLIO Inc. app download site. The website you were previously viewing may not have been created by our company. In such cases, the information, opinions, and reviews posted there are those managed by the website administrator and not by our company.
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Operating Company: FOLIO Co., Ltd.
Financial Instruments Business Operator: Kanto Regional Financial Bureau (Financial Instruments Business) No. 2983
Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association
When trading financial products, fluctuations in stock prices, foreign exchange rates, interest rates, real estate prices, commodity prices, and other indices may result in losses, which may result in losses below the principal invested. Please carefully review the contents of any pre-contract documents provided before entering into a contract.
For details on risks and fees, please click here (https://folio-sec.com/support/terms/transaction-fees)