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 offered by FOLIO, a SBI Group company, is a fully automated asset management service that uses AI to predict future financial market trends and make investment decisions.
Based on AI predictions, it flexibly adjusts investment allocations across up to eight types of global assets, aiming to mitigate risk and maximize returns.

■FOLIO 2024 Fiscal Year: Number of Investment Management Contracts for Wrap Services - No. 1 for the Third Consecutive Term
*1 This figure is calculated based on the number of "investment management" contracts (total number of individuals and corporations) of association members, as published in the "Contract Asset Status 'Wrap Services'" statistical data by the Japan Investment Advisers Association, from the end of March 2024 to the end of March 2025 (FOLIO survey, June 2025). FOLIO's contract numbers represent the total number of contracts for SBI Wrap, Himegin Wrap, and other investment management services offered by FOLIO.

▶What is AI Investment ROBOPRO?

■ Fully Automated Asset Management Service
ROBOPRO automates the entire asset management process, which can be time-consuming if done manually. ROBOPRO handles all aspects of investment, from stock research and selection to monitoring and periodic reviews, so you can simply leave it alone.

It's used by a wide range of people, from beginners to experienced investors.

■ AI-Powered Future Prediction and Flexible Investment Allocation Adjustments
AI analyzes over 40 types of market data and combines approximately 1,000 feature variables to predict the future of financial markets. Based on AI predictions, the investment allocation is flexibly adjusted once a month, aiming to adapt to all market conditions—a highly unique service.

■ Aiming for High Performance by Adjusting Risk
Investments are made in up to eight types of global assets, including stocks, bonds, real estate, and gold. The service aims for high performance while adjusting risk, sometimes increasing the proportion of stocks (an offensive asset) and other times increasing the proportion of gold (a defensive asset).

■ Complete Everything on Your Smartphone & Peace of Mind with Various Support Services
From account opening to investment management, everything can be completed with just your smartphone. Even after starting investment, we provide comprehensive follow-up support, including free seminars tailored to your level and various reports. ■Supporting Long-Term Asset Building Through Regular Investment
ROBOPRO allows regular investment starting from 10,000 yen per month. We also offer a "Long-Term Investment Bonus Lottery Program" where you can win a cashback on fees based on the number of regular investments, supporting your long-term asset building.

▶Recommended for those who:

・Are too busy to study investing
・Want to entrust the "rational decision-making" that is difficult for humans to do to AI investing
・Want to aim for efficient returns while adjusting risk
・Currently hold assets such as stocks and want further diversification

■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 discounted rate of 0.55% per annum (tax included) applies to the portion of the investment amount exceeding 30 million yen.

▶Investment Performance

■Annualized Return: 19.19% (*2)
*2 About ROBOPRO Annualized Return: This represents the geometric mean return of investments made in the ROBOPRO service from the service launch (January 15, 2020) to February 27, 2026. The investment performance is calculated assuming an annual management fee of 1% (1.1% including tax) and that rebalancing was performed to avoid deviation from the optimal portfolio. Dividends are automatically incorporated into the investment contribution and reinvested through rebalancing. Taxes on dividends and capital gains during rebalancing are not considered.

Figures are rounded down to the third decimal place.

■99.9% of customers who have continued investing for more than one year have achieved positive returns (*3)
*3 As of December 30, 2025. Figures are rounded down to the second decimal place.
Investment performance is historical and does not indicate or guarantee future investment results.

■Performance Results
Please check the performance report on our official website for the latest performance results.
https://ai.folio-sec.com/performance-report

▶For your peace of mind

■Managed by FOLIO, an SBI Group company
FOLIO Co., Ltd., which provides ROBOPRO, is a group company of SBI Holdings. FOLIO also provides expertise in AI-powered asset management to SBI Securities Co., Ltd.'s fully automated AI investment service, "SBI Wrap AI Investment Course," and makes investment decisions for SBI Wrap as an investment management company.

■Measures to Protect Your Assets
We implement robust security measures, including encrypted transmission. Furthermore, assets entrusted to us are managed separately. This segregation ensures that even if FOLIO were to fail, your assets would be returned to you.

▶Regarding the Use of 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-generated future predictions, or sample values ​​in image renderings do not imply or guarantee future performance.

・This page is the app download site for FOLIO Co., Ltd. The website you were previously viewing may not have been created by us. In that case, the information, reviews, and ratings posted there are managed by the website administrator and not by us.

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Operating Company: FOLIO Co., Ltd.
Financial Instruments Business Operator: Kanto Local Finance Bureau (Financial Instruments) No. 2983
Member Associations: Japan Securities Dealers Association, Japan Investment Advisers Association
In financial product transactions, losses may occur due to fluctuations in stock prices, exchange rates, interest rates, real estate prices, commodity prices, and other indicators, potentially resulting in a loss of principal investment. Please carefully review the contents of the pre-contractual disclosure documents before entering into a contract.

For details on risks and fees, please click here (https://folio-sec.com/support/terms/transaction-fees)