FOLIO - AI投資ROBOPRO

FOLIO Co., Ltd.

About this app

■FOLIO ranks first (*1) in the increase in the number of discretionary investment contracts related to “wrap operations” (first half of 2023)



*1 Based on the number of "investment management" contracts (total number of individuals and corporations) of association members listed in the statistical material "Contract Asset Status 'Wrap Business'" published by the Japan Investment Advisers Association, a general incorporated association. This is the increase in the number of cases from the end of March 2023 to the end of September 2023. The number of FOLIO contracts is the total number of contracts for the discretionary investment services provided by SBI Wrap, Himegin Wrap, and FOLIO. (According to FOLIO research in December 2023)



What is AI investment ROBOPRO?

●Fully automated asset management service

ROBOPRO is a robo-advisor service that automatically diversifies your assets into stocks, bonds, etc. all over the world.

Automate all asset management processes that would be time-consuming if you tried to do it yourself. ROBOPRO handles all stock research, selection, monitoring, and periodic reviews, so you can leave it alone.

Even those with little investment experience can realize a fully automated professional investment process.

●Analyze huge amounts of data and predict the future with AI

ROBOPRO utilizes AI, uses more than 40 types of market data, combines more than 2,000 features, performs multifaceted analysis, predicts the financial market, and makes investment decisions based on those predictions.

ROBOPRO actively utilizes AI predictions and is a highly unique service among robo advisors.

●Bold investment allocation changes

We boldly change investment allocation once a month based on future predictions made by AI. Investment targets are up to eight ETFs listed on US financial instruments exchanges. If you sense a risk, change your portfolio to become "defensive" or "offensive" if the market is rising.

We aim to obtain efficient performance.

●Complete and easy to start on your smartphone

ROBOPRO is an asset management service that can be completed using a smartphone.

Unlike other robo-advisors, there are no multiple courses, so you can get started without hesitation in order to efficiently diversify risk and earn returns.

●Supporting long-term asset formation from 10,000 yen per month

With ROBOPRO, you can make savings investments starting from 10,000 yen per month. We aim to steadily accumulate returns no matter the market price, and support long-term asset formation.

We have prepared a ``Long-Term Savings Benefits Lottery Program'' to support customers who save money.

*Minimum investment amount is 100,000 yen. Savings can be made from 10,000 yen per month.



●Used by everyone from beginners to experienced users
ROBOPRO is used by a wide range of customers, with approximately 30% being beginners and 70% being experienced investors (*2).
‍Beginners seem to be able to easily get started as it is fully automated. Many experienced investors seem to be attracted to "investment decisions using AI predictions" based on their own investment experience (*3).

*2 Service released on January 15, 2020. Calculate accounts that started operation with ROBOPRO by September 26, 2022 and have a ROBOPRO asset balance as of September 26, 2023.
*3 Based on FOLIO customer interview results in October 2023



●About management fees, etc.

Management fee is 1.1% per year (tax included). This also includes buying and selling costs due to monthly investment allocation changes.

*A discount rate of 0.55% (tax included) per year will be applied to the portion where the investment amount exceeds 30 million yen.



▶Operation performance

Please check the monthly performance report on the official website for the latest performance results.



▶For safe use

●Operated by SBI Group's FOLIO

FOLIO Co., Ltd., which provides ROBOPRO, is a group company of SBI Holdings. We also provide know-how on asset management using AI to SBI Securities Co., Ltd.'s fully automatic AI investment "SBI Wrap AI Investment Course" and make investment decisions for SBI Wrap as an investment manager. We support your asset formation by leveraging our knowledge and know-how as a pioneer in "AI investment."

●Efforts to protect customer assets

Implements strong security measures including encrypted transmission. In addition, the assets entrusted to us are managed separately. Through this segregated management, even if FOLIO goes bankrupt, the assets entrusted to us will be returned to our customers.

●Follow-up with monthly reports and seminars

Every month, we publish a review report on investment performance and a report explaining changes in investment allocation. We also regularly hold free online seminars to help people deepen their understanding of ROBOPRO.



▶When using the app

Collection of terms and conditions

https://folio-sec.com/support/terms/agreement

About 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※

・The operational performance, future predictions made by AI, or the sample values ​​on the image do not imply or guarantee future operational results.

・This page is the download site for FOLIO Co., Ltd.'s app. The website you were recently viewing may not have been created by us. In that case, the information, impressions, and evaluations posted there are managed by the administrator of the website and not by our company.

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Operating company: FOLIO Co., Ltd.

Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 2983

Member associations: Japan Securities Dealers Association, Japan Investment Advisers Association

When trading financial products, there is a risk that losses may occur due to fluctuations in stock prices, exchange rates, interest rate levels, real estate prices, commodity prices, and other indicators, which could result in a loss of the invested principal. When signing a contract, please carefully check the contents of the documents provided before signing the contract.

Click here for details on risks and fees (https://folio-sec.com/support/terms/transaction-fees)

Ratings and reviews

I would rate less if possible, impossible to create an account if you don't have a name in kanjis because their system is not setup for it. Never ran into that issue with old-style banks, so much for modernity

アプリのUI、UXが秀逸であり、次に行うべき操作、可能なアクションが明確でわかりやすいです。