マイ資産管理 – 株式・米国株・NISA管理

BalanceWorks

About this app

[My Asset Management] is a portfolio management app that allows you to centrally manage your assets in Japanese stocks, US stocks, and investment trusts.

It supports NISA and iDeCo accounts and clearly visualizes asset trends, dividends, and sector allocation.

It supports long-term asset building for individual investors.

■ Dashboard for an at-a-glance overview of asset status
- Display market capitalization, unrealized gains/losses, and annual dividends in card format
- View asset trends in three stages: yearly, monthly, and daily
- Customize the display order of cards and charts with drag and drop

■ Comprehensive chart and analysis functions
- Visualize asset allocation by sector in a pie chart
- Analyze economic sensitivity with classifications of cyclical/defensive/neutral
- Display the composition ratio of the dividend portfolio
- View monthly dividend forecasts in a bar graph
- View a list of dividend-paying stocks for each month in the dividend calendar

■ Detailed management of held assets
- Register stock code, stock name, quantity held, and average acquisition price
- Automatically calculate market value with real-time stock price acquisition
- Automatically reflect the USD/JPY exchange rate
- Easily add Japanese stocks, US stocks, and investment trusts with the stock search function
- Monitor stocks of interest with the watchlist

■ Supports various account types:
• Specific Account (General)
• New NISA Growth Investment Limit
• New NISA Accumulation Investment Limit
• Old NISA Account
• iDeCo
• Individual asset management for each account

■ Accurate calculation of dividend tax rates:
• Japanese stocks (Specific Account): 20.315%
• US stocks (Specific Account): 28.35%
• US stocks (NISA Account): 10%
• Japanese stocks (NISA Account): Tax-free
• Switch between pre-tax and post-tax display

■ Liability Management:
• Manage liabilities (loans and borrowings) separately from assets
• Visualize liabilities trends with charts

■ Cash and Deposit Management:
• Manage deposits, cash, and non-securities assets such as cryptocurrencies in one place

■ Backup and Restore:
• Export data to JSON file
• Supports import and restore from backups

■ Dark Mode Support:
• Supports switching between dark and light themes

■ Supported Stocks
* Japanese Stocks: Tokyo Stock Exchange listed stocks (4-5 digit codes)
* US Stocks & ETFs: NYSE/NASDAQ listed stocks (ticker symbols)
* Investment Trusts: Supports major funds such as eMAXIS Slim, SBI V Series, Rakuten Series, and Hifumi Plus

■ Recommended for:
* Those managing stocks and investment trusts in multiple accounts
* Those building assets using NISA or iDeCo
* Those who want to track expected dividend payments
* Those who want to check the sector diversification of their portfolio
* Those who want to record asset trends and visualize long-term growth

All data is stored on your device. No data is sent to external servers.

What’s new

アプリの安定性とパフォーマンスを改善しました。