Asset Future Plan is an asset management app that allows you to simulate the future assets of investment trusts, stocks, and ETFs, including distributions and dividends.
It allows you to see things that are difficult to see with typical compound interest calculations, such as:
"What if you receive distributions?"
"What if you reinvest dividends?"
"What if you continue monthly contributions?"
"When are you likely to reach your target amount?"
You can check these things according to the conditions of each individual investment.
You can also manage assets spread across NISA, specific accounts, and multiple securities companies with manual input, and check your current asset status and future outlook in a single app.
■ What you can do with Asset Future Plan
• Future asset simulation
• Estimate including distributions and dividends
• Received amount simulation
• Goal achievement simulation
• Management of investment trusts, stocks, and ETFs
• Account type management such as NISA and specific accounts
• Portfolio management
• Setting accumulation, yield, and distribution conditions for each stock
• Asset trend graph
• Backup and restore function
■ Check the future including distributions and dividends
You can set distributions for investment trusts and dividends for stocks and ETFs to estimate future asset amounts and received amounts.
You can also check the difference between receiving distributions and dividends and reinvesting them, allowing you to create a future asset image under conditions close to your investment style.
■ Check the outlook for achieving your goals
By setting target amounts and target received amounts, you can check how long it will take to reach your goals in the future based on your current assets and accumulation conditions.
It can be used not only to record assets, but also as a simulation to consider "what will happen if I continue as I am."
■ Manage Multiple Assets in One Place
Assets held in NISA accounts, specific accounts, and multiple securities companies can all be managed together on Asset Future Vision.
You can check your current asset status and future simulations for each individual stock, portfolio, and overall total.
■ Simple and Easy Manual Input
Asset Future Vision does not rely on API integration with securities companies.
You can manage your asset information at your own pace by manually entering holdings, acquisition cost, current price, and dividend/distribution conditions.
■ Data Storage
In principle, entered data is saved on your device.
Backup and restore functions are available to protect important data.
Asset Future Vision is a simulation-focused asset management app for considering the future assets of investment trusts, stocks, and ETFs, including dividends and distributions.