Portfolio Calculator
Contains ads
1.5star
8 reviews
1K+
Downloads
Everyone
info
About this app
RISK is "standard deviation".
It means variation largeness of return. If the return follows normal distribution, probability between (average ± standard deviation) is 68.3%.
RETURN is "total return".
It means the return including dividend etc, per a year.
■List of MyPortfolio
You can make multiple "MyPortfolio"
■Edit Asset Allocation
You can edit asset allocation on "MyPortfolio". using popular ETF in US and funds in Japan.
These funds are picked up from typical asset classes, in terms of benchmarking famous index(dow, S&P500, TOPIX, etc), popularity, low cost, operated for a long time (this app does not recommend specified funds).
Sorry for a few number of ETF and funds
■Correct asset data
Asset data(standard deviation, total return, sharp ratio, dividend yield) can be corrected from internet.
■Show Graph
Pie chart shows balance of asset allocation.
Scatter plot graph shows risk and return of each assets and your portfolio.
You can looking for better asset allocation called "effective frontier".
Main targets of this app are investors buying American ETF by USD or Japanese funds by JPY.
It means variation largeness of return. If the return follows normal distribution, probability between (average ± standard deviation) is 68.3%.
RETURN is "total return".
It means the return including dividend etc, per a year.
■List of MyPortfolio
You can make multiple "MyPortfolio"
■Edit Asset Allocation
You can edit asset allocation on "MyPortfolio". using popular ETF in US and funds in Japan.
These funds are picked up from typical asset classes, in terms of benchmarking famous index(dow, S&P500, TOPIX, etc), popularity, low cost, operated for a long time (this app does not recommend specified funds).
Sorry for a few number of ETF and funds
■Correct asset data
Asset data(standard deviation, total return, sharp ratio, dividend yield) can be corrected from internet.
■Show Graph
Pie chart shows balance of asset allocation.
Scatter plot graph shows risk and return of each assets and your portfolio.
You can looking for better asset allocation called "effective frontier".
Main targets of this app are investors buying American ETF by USD or Japanese funds by JPY.
Updated on
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No data shared with third parties
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No data collected
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Ratings and reviews
1.5
8 reviews
What's new
Fix to get fund data.
Update the using libraries.
Support Android14
Update the using libraries.
Support Android14
